505 hedge funds and large institutions have $5.58B invested in UGI in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 181 increasing their positions, 146 reducing their positions, and 48 closing their positions.

Holders
505
Holders Change
+35
Holders Change %
+7.45%
% of All Funds
6.73%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.05%
New
92
Increased
181
Reduced
146
Closed
48
Calls
$47M
Puts
$82.1M
Net Calls
-$35.1M
Net Calls Change
-$16.4M
Name Market Value Shares Shares
Change
Shares
Change %
PFBT
451
Parkside Financial Bank & Trust
Missouri
$6.01K 213 +31 +17%
GIA
452
GHP Investment Advisors
Colorado
$6.01K 213 -128 -38%
CPBTD
453
Central Pacific Bank - Trust Division
Hawaii
$5.67K 201
RS
454
Rakuten Securities
Japan
$5.65K 200 +200 New
CFD
455
Creative Financial Designs
Indiana
$5.45K 193 +3 +2%
SC
456
Swan Capital
Florida
$4.8K 170 +170 New
BCWM
457
Bartlett & Co Wealth Management
Ohio
$4.66K 163
PWMG
458
Prestige Wealth Management Group
New Jersey
$4.66K 163
GWM
459
Guardian Wealth Management
Illinois
$4.26K 151
TFA
460
Toth Financial Advisory
Virginia
$4.24K 150 +150 New
NFSG
461
Newbridge Financial Services Group
Florida
$3.96K 140 +140 New
HI
462
Harbour Investments
Wisconsin
$3.92K 139
AF
463
Advisornet Financial
Minnesota
$3.87K 137
MAM
464
Meeder Asset Management
Ohio
$3.7K 131 -3,639 -97%
NSIM
465
North Star Investment Management
Illinois
$3.67K 130
LFG
466
Larson Financial Group
Missouri
$3.59K 127 +119 +1,488%
BIA
467
Bell Investment Advisors
California
$3.42K 121 -48 -28%
GWSG
468
GPS Wealth Strategies Group
Colorado
$3.25K 115 -95 -45%
HWM
469
Hemington Wealth Management
Virginia
$3K 127 +57 +81%
WA
470
WPG Advisers
Maryland
$2.96K 105 +105 New
RWPA
471
Richard W. Paul & Associates
Michigan
$2.82K 100
ME
472
McIlrath & Eck
Washington
$2.82K 100
AAG
473
Armstrong Advisory Group
Massachusetts
$2.74K 97
KIG
474
Kessler Investment Group
Indiana
$2.57K 91 -221 -71%
PSFG
475
Park Square Financial Group
Georgia
$2.54K 90 +90 New