527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Shares
Change %
BWL
451
Bogart Wealth LLC
Virginia
$24K
WT
452
Whittier Trust
California
$23K -$1.92K -50 -8%
UB
453
UMB Bank
Missouri
$23K -$1.42K -36 -6%
FF
454
FourThought Financial
Florida
$23K
CG
455
Cutler Group
California
$20K -$197K -5,200 -91%
TFP
456
Tilia Fiduciary Partners
North Carolina
$20K
UCB
457
United Community Bank
South Carolina
$19.9K +$7.92K +205 +66%
ST
458
Smithfield Trust
Pennsylvania
$19K
A
459
AustralianSuper
Australia
$18.9K +$8.28K +214,350 +78%
NSIM
460
North Star Investment Management
Illinois
$18K
TWA
461
TCI Wealth Advisors
Arizona
$18K +$15.9K +406 +752%
BFG
462
Baron Financial Group
New Jersey
$17.4K
Rockefeller Capital Management
463
Rockefeller Capital Management
New York
$15K -$792K -21,491 -98%
FIA
464
FNY Investment Advisers
New York
$15K
CCA
465
Column Capital Advisors
Indiana
$15K
CFN
466
Cordasco Financial Network
Florida
$13K
LF
467
Lee Financial
Texas
$12K
CAL
468
Capital Advisors Ltd
Ohio
$12K
AWM
469
AllSquare Wealth Management
New York
$12K
BCMLT
470
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K
BWM
471
BerganKDV Wealth Management
Minnesota
$11K +$76 +2 +0.7%
BFEC
472
Benjamin F. Edwards & Company
Missouri
$10K
First Manhattan
473
First Manhattan
New York
$9K -$2.12K -60 -19%
BCM
474
Blume Capital Management
California
$9K
HCP
475
Hexagon Capital Partners
Arkansas
$9K +$9K +233 New