507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
KPCM
451
Kings Point Capital Management
New York
$18K
Koshinski Asset Management
452
Koshinski Asset Management
Illinois
$17.4K +$17.4K +408 New
CCA
453
Column Capital Advisors
Indiana
$17K
GAM
454
Gemmer Asset Management
California
$17K
BEI
455
Benjamin Edwards Inc
Missouri
$15K +$15K +344 New
CFN
456
Cordasco Financial Network
Florida
$14K
KIG
457
Kowal Investment Group
Wisconsin
$14K +$14K +329 New
RFA
458
Reilly Financial Advisors
California
$13K
BWM
459
BerganKDV Wealth Management
Minnesota
$12K +$84 +2 +0.7%
BFEC
460
Benjamin F. Edwards & Company
Missouri
$11K
ZB
461
Zions Bancorporation
Utah
$11K
TWA
462
TCI Wealth Advisors
Arizona
$11K +$3.11K +76 +39%
First Manhattan
463
First Manhattan
New York
$10K -$363K -9,245 -97%
Loomis, Sayles & Company
464
Loomis, Sayles & Company
Massachusetts
$10K
BCM
465
Blume Capital Management
California
$10K
FFA
466
Freedman Financial Associates
Massachusetts
$10K
BIA
467
Bell Investment Advisors
California
$10K +$10K +240 New
GWSG
468
GPS Wealth Strategies Group
Colorado
$9K +$4.07K +95 +83%
WQ
469
Wealth Quarterback
New Jersey
$8K
TAIM
470
TD Ameritrade Investment Management
Nebraska
$8K +$309 +9 +4%
TCWM
471
Total Clarity Wealth Management
Illinois
$8K +$8K +191 New
BCWM
472
Bartlett & Co Wealth Management
Ohio
$7K
RCA
473
Ranch Capital Advisors
Florida
$7K
HCP
474
Hexagon Capital Partners
Arkansas
$7K
HC
475
Hoese & Co
Minnesota
$7K