536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
451
Whittier Trust
California
$22.2K
TFP
452
Tilia Fiduciary Partners
North Carolina
$18.9K
Fifth Third Bancorp
453
Fifth Third Bancorp
Ohio
$18.4K -$16.3K -440 -47%
FFA
454
Farther Finance Advisors
California
$18.1K +$18.1K +488 New
CAL
455
Capital Advisors Ltd
Ohio
$18K +$2.65K +71 +17%
NSIM
456
North Star Investment Management
Illinois
$17.6K
UCB
457
United Community Bank
South Carolina
$17.2K -$1.85K -50 -10%
FHA
458
First Horizon Advisors
Tennessee
$17.1K -$24.1K -651 -59%
Bessemer Group
459
Bessemer Group
New Jersey
$17K -$7.54K -196 -31%
ST
460
Smithfield Trust
Pennsylvania
$17K
GMA
461
Glassy Mountain Advisors
Maryland
$16.1K +$16.1K +433 New
CCA
462
Column Capital Advisors
Indiana
$14.8K
FIA
463
FNY Investment Advisers
New York
$14K
RTC
464
Riverview Trust Company
Washington
$14K +$14K +379 New
UB
465
UMB Bank
Missouri
$13K -$8.24K -227 -39%
HCP
466
Hexagon Capital Partners
Arkansas
$12.7K -$6.6K -178 -34%
AWM
467
AllSquare Wealth Management
New York
$11.4K
LF
468
Lee Financial
Texas
$11.2K
GJIA
469
Glass Jacobson Investment Advisors
Maryland
$11K +$11K +296 New
AWM
470
Accurate Wealth Management
Florida
$10.5K +$10.5K +260 New
NF
471
Norwood Financial
Pennsylvania
$10.2K
BWM
472
BerganKDV Wealth Management
Minnesota
$9.49K -$556 -15 -6%
BFEC
473
Benjamin F. Edwards & Company
Missouri
$9K
CS
474
Comerica Securities
Michigan
$8.76K +$8.76K +234 New
BCM
475
Blume Capital Management
California
$8.27K