505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M
Name Market Value Shares Shares
Change
Shares
Change %
MBFW
426
Morton Brown Family Wealth
Pennsylvania
$17.7K 627
BWL
427
Bogart Wealth LLC
Virginia
$17.3K 614
T
428
Transce3nd
Texas
$17K 603 +603 New
EC
429
Elequin Capital
New York
$15.7K 557 -52 -9%
SAM
430
Synergy Asset Management
Washington
$15.2K 607 +607 New
FGA
431
Fortis Group Advisors
New Jersey
$14.5K 515
BF
432
BOK Financial
Oklahoma
$13.5K 476
VCM
433
Versant Capital Management
Arizona
$13.4K 473 +217 +85%
TWD
434
True Wealth Design
Ohio
$13.2K 469
GWM
435
Geneos Wealth Management
Colorado
$13.2K 468 -10 -2%
SO
436
Sierra Ocean
California
$11.9K 423 +423 New
FIA
437
FNY Investment Advisers
New York
$11K 400
N
438
Natixis
France
$10.7K 380 +308 +428%
CA
439
Continuum Advisory
Idaho
$9.26K 328 +328 New
AWM
440
AllSquare Wealth Management
New York
$8.67K 307
ECM
441
Estabrook Capital Management
New York
$8.47K 300 -300 -50%
PWMG
442
Private Wealth Management Group
New Jersey
$8.44K 299 +213 +248%
JFA
443
JNBA Financial Advisors
Minnesota
$7.51K 266
BIG
444
Brooklyn Investment Group
New York
$6.97K 247 +162 +191%
JFGIW
445
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$6.61K 215
TH
446
TCTC Holdings
Texas
$6.49K 230 +230 New
BCM
447
Blume Capital Management
California
$6.3K 223
EBA
448
Eagle Bay Advisors
New York
$6.24K 218
HNW
449
High Note Wealth
Minnesota
$6.13K 217 +217 New
GJIA
450
Glass Jacobson Investment Advisors
Maryland
$6.04K 214