440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
426
Lazard Asset Management
New York
$1K
TFA
427
Transamerica Financial Advisors
Florida
$1K
RCM
428
Raleigh Capital Management
North Carolina
$984 +$984 +40 New
TFG
429
Team Financial Group
California
$940
SIC
430
SJS Investment Consulting
Ohio
$517 -$49 -2 -9%
RIL
431
Rothschild Investment LLC
Illinois
$492 +$492 +20 New
DPW
432
DiNuzzo Private Wealth
Pennsylvania
$492 +$492 +20 New
BGAI
433
Bruce G. Allen Investments
Colorado
$320 +$320 +13 New
HCP
434
Hexagon Capital Partners
Arkansas
$222 -$222 -9 -50%
RFG
435
RFP Financial Group
Georgia
$221
CAS
436
Coppell Advisory Solutions
Texas
$98
Kayne Anderson Rudnick Investment Management
437
Kayne Anderson Rudnick Investment Management
California
$25
RS
438
Rakuten Securities
Japan
$25 +$25 +1 New
CC
439
Covalis Capital
United Kingdom
-$16.3M -707,774 Closed
Marshall Wace
440
Marshall Wace
United Kingdom
-$10.4M -452,891 Closed
LIP
441
Lighthouse Investment Partners
Florida
-$8.68M -377,293 Closed
TC
442
TwinBeech Capital
New York
-$3.9M -169,472 Closed
ECM
443
Element Capital Management
New York
-$3.82M -166,096 Closed
SI
444
Symmetry Investments
Jersey
-$3.41M -148,355 Closed
KWM
445
Kingsview Wealth Management
Oregon
-$2.52M -109,426 Closed
GI
446
GAMCO Investors
Connecticut
-$1.9M -82,753 Closed
FDCDDQ
447
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$1.69M -73,521 Closed
Voloridge Investment Management
448
Voloridge Investment Management
Florida
-$1.65M -71,704 Closed
AIM
449
Achmea Investment Management
Netherlands
-$1.34M -58,051 Closed
FHC
450
First Heartland Consultants
Missouri
-$1.16M -50,445 Closed