560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M
Name Market Value Shares Shares
Change
Shares
Change %
UB
476
UMB Bank
Missouri
$34K 715 +715 New
HWA
477
Heritage Wealth Advisors
Virginia
$33K 720
SIAP
478
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K 720
Credit Agricole
479
Credit Agricole
France
$32K 700
MBFW
480
Morton Brown Family Wealth
Pennsylvania
$32K 677 +677 New
CCC
481
Crescent Capital Consulting
Louisiana
$30K 662
ADL
482
Asset Dedication LLC
California
$29K 642
HNWAG
483
High Net Worth Advisory Group
Florida
$29K 636 +636 New
FA
484
Financial Advantage
Maryland
$29K 637 +637 New
WT
485
Whittier Trust
California
$28K 600
FF
486
FourThought Financial
Florida
$27K 597 -637 -52%
NFSG
487
Newbridge Financial Services Group
Florida
$26K 573 +573 New
PCG
488
Private Capital Group
Connecticut
$23K 498
ACM
489
Aquatic Capital Management
Illinois
$23K 500 +500 New
TFP
490
Tilia Fiduciary Partners
North Carolina
$23K 509 +509 New
ST
491
Smithfield Trust
Pennsylvania
$22K 475
NSIM
492
North Star Investment Management
Illinois
$22K 476
CFA
493
Carroll Financial Associates
North Carolina
$22K 485
BFG
494
Baron Financial Group
New Jersey
$20.7K 450
KPCM
495
Kings Point Capital Management
New York
$20K 433
STCOSD
496
Sageworth Trust Company of South Dakota
South Dakota
$20K 437 +437 New
GAM
497
Gemmer Asset Management
California
$18K 398
CCA
498
Column Capital Advisors
Indiana
$18K 400
BIA
499
Bell Investment Advisors
California
$17K 373 +133 +55%
CFN
500
Cordasco Financial Network
Florida
$15K 328