507 hedge funds and large institutions have $7.16B invested in UGI in 2021 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 156 increasing their positions, 175 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
+9
Holders Change %
+1.81%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
54
Increased
156
Reduced
175
Closed
36
Calls
$17.9M
Puts
$5.79M
Net Calls
+$12.1M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
HCP
476
Hexagon Capital Partners
Arkansas
$7K
HC
477
Hoese & Co
Minnesota
$7K
EARNEST Partners
478
EARNEST Partners
Georgia
$7K
Nisa Investment Advisors
479
Nisa Investment Advisors
Missouri
$6.28K -$110 -2,581 -2%
OSAM
480
O'Shaughnessy Asset Management
Connecticut
$6K -$164 -4 -3%
FCA
481
FinTrust Capital Advisors
South Carolina
$6K
CCM
482
Cribstone Capital Management
Maine
$6K +$6K +150 New
GPA
483
Guidance Point Advisors
Massachusetts
$5K +$5K +136 New
WPA
484
West Paces Advisors
Georgia
$4.48K +$4.48K +105 New
ME
485
McIlrath & Eck
Washington
$4K
TPCW
486
TD Private Client Wealth
New York
$3.75K
TFO
487
Tarbox Family Office
California
$3K
BFC
488
Bedel Financial Consulting
Indiana
$3K
VCM
489
Versant Capital Management
Arizona
$3K
FWM
490
Focused Wealth Management
New York
$3K +$51 +1 +2%
CAL
491
Capital Analysts LLC
Pennsylvania
$3K +$3K +63 New
ED
492
Exane Derivatives
France
$2.6K -$75.8K -1,779 -97%
FMP
493
Financial Management Professionals
Texas
$2K
GWS
494
Glassman Wealth Services
Virginia
$2K
TFS
495
TrustCore Financial Services
Tennessee
$2K
CI
496
CX Institutional
Indiana
$2K
CAC
497
Certified Advisory Corp
Florida
$2K +$2K +37 New
JWM
498
Janiczek Wealth Management
Colorado
$1K
PFBT
499
Parkside Financial Bank & Trust
Missouri
$1K
PWMG
500
Prestige Wealth Management Group
New Jersey
$1K