482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
VCM
451
Versant Capital Management
Arizona
$2.78K +$2.78K +103 New
RWPA
452
Richard W. Paul & Associates
Michigan
$2.7K
ME
453
McIlrath & Eck
Washington
$2.7K
AAG
454
Armstrong Advisory Group
Massachusetts
$2.62K
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$2.56K
CWA
456
Clearview Wealth Advisors
Oregon
$2.29K
SIS
457
Sound Income Strategies
Florida
$2.16K
TSWM
458
Tyler-Stone Wealth Management
Ohio
$2K +$2K +63 New
CWM
459
Compass Wealth Management
Connecticut
$1.97K
FA
460
Fiduciary Alliance
South Carolina
$1.83K +$1.83K +68 New
PWMG
461
Prestige Wealth Management Group
New Jersey
$1.83K +$711 +26 +63%
FWM
462
Focused Wealth Management
New York
$1.69K +$27 +1 +2%
LSA
463
Lansing Street Advisors
Pennsylvania
$1.43K
TWC
464
TD Waterhouse Canada
Ontario, Canada
$1.31K
GWS
465
Glassman Wealth Services
Virginia
$1.13K -$782 -29 -41%
Lazard Asset Management
466
Lazard Asset Management
New York
$1K -$34.3K -1,919 -97%
TFA
467
Transamerica Financial Advisors
Florida
$1K
AF
468
Advisornet Financial
Minnesota
$836 -$18.3K -680 -96%
DI
469
Disciplined Investments
Oklahoma
$728 -$162 -6 -18%
SIC
470
SJS Investment Consulting
Ohio
$702 +$108 +4 +18%
BAAM
471
Baker Avenue Asset Management
California
$674 -$4.5K -167 -87%
TPCW
472
TD Private Client Wealth
New York
$674
ZB
473
Zions Bancorporation
Utah
$647 -$1.97K -73 -75%
RFG
474
RFP Financial Group
Georgia
$243
FGAM
475
Financial Gravity Asset Management
Texas
$230 +$230 +27 New