507 hedge funds and large institutions have $5.54B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-20
Holders Change %
-3.8%
% of All Funds
8.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
201
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
BWM
451
BerganKDV Wealth Management
Minnesota
$9K -$664 -20 -7%
NF
452
Norwood Financial
Pennsylvania
$9K +$9K +275 New
CA
453
Crewe Advisors
Utah
$8K
First Manhattan
454
First Manhattan
New York
$8K
BFEC
455
Benjamin F. Edwards & Company
Missouri
$8K
SCA
456
Stonebridge Capital Advisors
Minnesota
$8K +$8K +260 New
GWSG
457
GPS Wealth Strategies Group
Colorado
$7K
BCM
458
Blume Capital Management
California
$7K
SC
459
SouthState Corp
Florida
$7K +$6.23K +186 +809%
AWA
460
Artemis Wealth Advisors
New York
$6.95K
BCMLT
461
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K -$6K -150 -50%
BIA
462
Bell Investment Advisors
California
$6K -$891 -26 -13%
RMC
463
Resources Management Corp
Connecticut
$6K
BCWM
464
Bartlett & Co Wealth Management
Ohio
$5.33K
BC
465
Bartlett & Co
Ohio
$5K
GWS
466
Glassman Wealth Services
Virginia
$5K
CCM
467
Cribstone Capital Management
Maine
$5K
EARNEST Partners
468
EARNEST Partners
Georgia
$5K
MW
469
Milestone Wealth
New York
$4K
PB
470
Pinnacle Bancorp
Nebraska
$4K
EC
471
EdgeRock Capital
Colorado
$4K +$4K +128 New
SIS
472
Sound Income Strategies
Florida
$3K
FCA
473
FinTrust Capital Advisors
South Carolina
$3K
ZB
474
Zions Bancorporation
Utah
$3K
ME
475
McIlrath & Eck
Washington
$3K