534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Market Value Shares Shares
Change
Shares
Change %
BFEC
476
Benjamin F. Edwards & Company
Missouri
$9K 255
ZB
477
Zions Bancorporation
Utah
$9K 250
GWSG
478
GPS Wealth Strategies Group
Colorado
$8K 210
BCM
479
Blume Capital Management
California
$8K 223
FFA
480
Freedman Financial Associates
Massachusetts
$8K 233
ECM
481
Estabrook Capital Management
New York
$7.17K 198 +198 New
RMC
482
Resources Management Corp
Connecticut
$7K 200
MW
483
Milestone Wealth
New York
$6K 122
EARNEST Partners
484
EARNEST Partners
Georgia
$6K 153
HC
485
Hoese & Co
Minnesota
$6K 159
SBL
486
Sargent Bickham Lagudis
Colorado
$6K 159
BC
487
Bartlett & Co
Ohio
$6K 163 +163 New
BCWM
488
Bartlett & Co Wealth Management
Ohio
$5.96K 163 +163 New
FPS
489
Fieldpoint Private Securities
Connecticut
$5K 130 -1,793 -93%
AF
490
Allworth Financial
California
$5K 131 -63 -32%
CCM
491
Cribstone Capital Management
Maine
$5K 150
GWS
492
Glassman Wealth Services
Virginia
$5K 137 +83 +154%
Loomis, Sayles & Company
493
Loomis, Sayles & Company
Massachusetts
$5K 128 +128 New
SLWS
494
Swaine & Leidel Wealth Services
Florida
$4.28K 4,278 +4,278 New
PCG
495
Private Capital Group
Connecticut
$4K 115 -383 -77%
ME
496
McIlrath & Eck
Washington
$4K 100
PFBT
497
Parkside Financial Bank & Trust
Missouri
$4K 104 +91 +700%
PB
498
Pinnacle Bancorp
Nebraska
$4K 119 +119 New
STCOSD
499
Sageworth Trust Company of South Dakota
South Dakota
$3K 79 -358 -82%
VCM
500
Versant Capital Management
Arizona
$3K 81