534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Market Value Shares Shares
Change
Shares
Change %
ADL
451
Asset Dedication LLC
California
$23K 642
HNWAG
452
High Net Worth Advisory Group
Florida
$23K 636
FF
453
FourThought Financial
Florida
$22K 597
BWL
454
Bogart Wealth LLC
Virginia
$22K 614 +614 New
NFSG
455
Newbridge Financial Services Group
Florida
$21K 573
CI
456
Carroll Investors
South Carolina
$19K 529 -1,594 -75%
TFP
457
Tilia Fiduciary Partners
North Carolina
$18K 509
ST
458
Smithfield Trust
Pennsylvania
$17K 475
NSIM
459
North Star Investment Management
Illinois
$17K 476
DFCM
460
Dark Forest Capital Management
Puerto Rico
$17K 473 +473 New
BFG
461
Baron Financial Group
New Jersey
$16.3K 450
KPCM
462
Kings Point Capital Management
New York
$16K 433
GAM
463
Gemmer Asset Management
California
$14K 398
CCA
464
Column Capital Advisors
Indiana
$14K 400
FIA
465
FNY Investment Advisers
New York
$14K 400 +400 New
CFN
466
Cordasco Financial Network
Florida
$12K 328
UCB
467
United Community Bank
South Carolina
$11.2K 310 +310 New
LF
468
Lee Financial
Texas
$11K 302
CAL
469
Capital Advisors Ltd
Ohio
$11K 315
First Manhattan
470
First Manhattan
New York
$11K 315 +60 +24%
BCMLT
471
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K 300 +300 New
AWM
472
AllSquare Wealth Management
New York
$11K 307 +307 New
BWM
473
BerganKDV Wealth Management
Minnesota
$10K 289 +2 +0.7%
T
474
TCWP
Ohio
$10K 300 +300 New
A
475
AustralianSuper
Australia
$9.98K 275,452 +125,137 +83%