520 hedge funds and large institutions have $6.03B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 59 closing their positions.

Holders
520
Holders Change
-16
Holders Change %
-2.99%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
192
Reduced
178
Closed
59
Calls
$8.04M
Puts
$2.49M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Market Value Shares Shares
Change
Shares
Change %
DA
451
Denali Advisors
California
$17.4K 500 -800 -62%
FHA
452
First Horizon Advisors
Tennessee
$17.1K 491 +30 +7%
FFA
453
Farther Finance Advisors
California
$17K 488
NSIM
454
North Star Investment Management
Illinois
$16.5K 476
UCB
455
United Community Bank
South Carolina
$16.2K 465
ST
456
Smithfield Trust
Pennsylvania
$16K 475
Bessemer Group
457
Bessemer Group
New Jersey
$16K 443 +1 +0.2%
CCA
458
Column Capital Advisors
Indiana
$13.9K 400
RTC
459
Riverview Trust Company
Washington
$13.2K 379
FIA
460
FNY Investment Advisers
New York
$13K 400
UB
461
UMB Bank
Missouri
$12.4K 358
WB
462
Webster Bank
Connecticut
$11.1K 318 -3,346 -91%
CAL
463
Capital Advisors Ltd
Ohio
$11K 315 -168 -35%
AWM
464
AllSquare Wealth Management
New York
$10.7K 307
LF
465
Lee Financial
Texas
$10.6K 302
MIA
466
Milestone Investment Advisors
Wisconsin
$10.4K 300 +300 New
HCP
467
Hexagon Capital Partners
Arkansas
$9.77K 281 -61 -18%
BFEC
468
Benjamin F. Edwards & Company
Missouri
$9K 255
EWP
469
Elevation Wealth Partners
California
$8.2K 236 +236 New
BCM
470
Blume Capital Management
California
$7.75K 223
AP
471
Arlington Partners
Alabama
$7.3K 210 +210 New
GWSG
472
GPS Wealth Strategies Group
Colorado
$7.3K 210 +210 New
SC
473
SouthState Corp
Florida
$7.27K 209
Commonwealth Equity Services
474
Commonwealth Equity Services
Massachusetts
$7.22K 207,727 +37,295 +22%
BAAM
475
Baker Avenue Asset Management
California
$6.67K 192 -12 -6%