560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M
Name Market Value Shares Shares
Change
Shares
Change %
BEI
451
Benjamin Edwards Inc
Missouri
$74K 1,617 +1,273 +370%
MPWT
452
MassMutual Private Wealth & Trust
Connecticut
$71K 1,546 +23 +2%
NICM
453
Neo Ivy Capital Management
New York
$69K 1,506 +1,506 New
C
454
Covestor
United Kingdom
$64K 1,402 +1,402 New
DMBA
455
Deseret Mutual Benefit Administrators
Utah
$63K 1,366
CWP
456
Concord Wealth Partners
Virginia
$62K 1,352 +78 +6%
Fifth Third Bancorp
457
Fifth Third Bancorp
Ohio
$62K 1,351 +149 +12%
SFM
458
Signet Financial Management
New Jersey
$62K 1,356 +1,356 New
Bessemer Group
459
Bessemer Group
New Jersey
$61K 1,327
Koshinski Asset Management
460
Koshinski Asset Management
Illinois
$53.4K 1,164 +756 +185%
WFS
461
Widmann Financial Services
Maryland
$53K 1,164 +1,164 New
AP
462
Arlington Partners
Alabama
$52K 1,142 -792 -41%
LWCFA
463
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$51K 1,102
KFI
464
Key Financial Inc
Pennsylvania
$50K 1,083 -3,700 -77%
LS
465
Livforsakringsbolaget Skandia
Sweden
$50K 1,100
LIM
466
Longfellow Investment Management
Massachusetts
$49K 1,053
GLLW
467
Graves Light Lenhart Wealth
Virginia
$47K 1,019
PCMC
468
Paragon Capital Management (Colorado)
Colorado
$46K 1,000 +1,000 New
BWP
469
Baldwin Wealth Partners
Massachusetts
$44K 956
HI
470
Hudock Inc
Pennsylvania
$41K 900
NSB
471
Norway Savings Bank
Maine
$40K 864
Manulife (Manufacturers Life Insurance)
472
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39.5K 859,546 -3,998 -0.5%
TCWA
473
Ten Capital Wealth Advisors
Washington
$36K 777 +777 New
HNB
474
Huntington National Bank
Ohio
$35K 765 +765 New
PI
475
PEAK6 Investments
Illinois
$34K 738 -640 -46%