440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SFG
426
Steward Financial Group
Texas
$1K +$1K +68 New
AssetMark Inc
427
AssetMark Inc
California
$897 -$4.97K -216 -85%
TFG
428
Team Financial Group
California
$878 +$878 +38 New
AF
429
Advisornet Financial
Minnesota
$667 -$46 -2 -6%
SIC
430
SJS Investment Consulting
Ohio
$529 -$69 -3 -12%
HCP
431
Hexagon Capital Partners
Arkansas
$414 -$8.1K -352 -95%
PWMG
432
Prestige Wealth Management Group
New Jersey
$328 -$1.24K -53 -79%
HGERS
433
Householder Group Estate & Retirement Specialist
Arizona
$230 +$230 +10 New
RFG
434
RFP Financial Group
Georgia
$207
CAS
435
Coppell Advisory Solutions
Texas
$148
CA
436
Crewe Advisors
Utah
$115
BWM
437
Baystate Wealth Management
Massachusetts
$49
Kayne Anderson Rudnick Investment Management
438
Kayne Anderson Rudnick Investment Management
California
$23
Aberdeen Group
439
Aberdeen Group
United Kingdom
-$15.3M -568,272 Closed
Sumitomo Mitsui Trust Group
440
Sumitomo Mitsui Trust Group
Japan
-$12.3M -457,391 Closed
Man Group
441
Man Group
United Kingdom
-$8.91M -330,319 Closed
E
442
Ergoteles
New York
-$5.98M -221,561 Closed
Robeco Institutional Asset Management
443
Robeco Institutional Asset Management
Netherlands
-$4.28M -158,681 Closed
State of Tennessee, Department of Treasury
444
State of Tennessee, Department of Treasury
Tennessee
-$3.42M -126,662 Closed
MSV
445
MN Services Vermogensbeheer
Netherlands
-$2.72M -100,900 Closed
Korea Investment Corp
446
Korea Investment Corp
South Korea
-$2.02M -75,021 Closed
AA
447
ALPS Advisors
Colorado
-$1.58M -58,440 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
448
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$1.56M -57,881 Closed
Toronto Dominion Bank
449
Toronto Dominion Bank
Ontario, Canada
-$1.36M -50,288 Closed
GF
450
Gries Financial
Ohio
-$1.27M -47,113 Closed