482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
LF
426
Lee Financial
Texas
$8.26K
HIA
427
Harbor Investment Advisory
Maryland
$7.55K +$7.55K +280 New
BFEC
428
Benjamin F. Edwards & Company
Missouri
$7K
BC
429
Bartlett & Co
Ohio
$7K +$2.29K +79 +48%
AssetMark Inc
430
AssetMark Inc
California
$6.88K -$59.7K -2,212 -90%
JFGIW
431
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.86K -$359K -13,126 -98%
NA
432
NewEdge Advisors
Louisiana
$6.63K -$179K -6,626 -96%
BCWM
433
Bartlett & Co Wealth Management
Ohio
$6.62K +$2.16K +79 +48%
EWP
434
Elevation Wealth Partners
California
$6.37K
BCM
435
Blume Capital Management
California
$6.02K
Loomis, Sayles & Company
436
Loomis, Sayles & Company
Massachusetts
$6K -$14.3K -492 -70%
BWM
437
BerganKDV Wealth Management
Minnesota
$5.9K -$14.1K -523 -70%
GJIA
438
Glass Jacobson Investment Advisors
Maryland
$5.77K +$5.77K +214 New
GWSG
439
GPS Wealth Strategies Group
Colorado
$5.66K
SC
440
SouthState Corp
Florida
$5.64K
QC
441
Quent Capital
New York
$4.95K +$3.23K +120 +188%
ECM
442
EMC Capital Management
Texas
$4.88K +$3.13K +11,062 +179%
BIA
443
Bell Investment Advisors
California
$4.32K +$944 +35 +28%
PFBT
444
Parkside Financial Bank & Trust
Missouri
$4.15K -$378 -14 -8%
EARNEST Partners
445
EARNEST Partners
Georgia
$4.13K
MRCM
446
M&R Capital Management
New Jersey
$4K +$379 +14 +10%
MHR
447
Matthew Hamilton Rosenberg
$3.97K -$50.1K -1,856 -93%
FCA
448
FinTrust Capital Advisors
South Carolina
$3.34K
QL
449
Quarry LP
New York
$3.32K +$3.32K +123 New
First Manhattan
450
First Manhattan
New York
$2.8K