527 hedge funds and large institutions have $6.62B invested in UGI in 2022 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 200 increasing their positions, 155 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
527
Holders Change
-7
Holders Change %
-1.31%
% of All Funds
8.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
69
Increased
200
Reduced
155
Closed
69
Calls
$7.56M
Puts
$7.24M
Net Calls
+$322K
Net Calls Change
-$667K
Name Holding Trade Value Shares
Change
Shares
Change %
CA
476
Crewe Advisors
Utah
$9K +$9K +246 New
GWSG
477
GPS Wealth Strategies Group
Colorado
$8K
RMC
478
Resources Management Corp
Connecticut
$8K
BIA
479
Bell Investment Advisors
California
$8K +$8K +201 New
TCWM
480
Total Clarity Wealth Management
Illinois
$7K +$7K +191 New
BCWM
481
Bartlett & Co Wealth Management
Ohio
$6.35K
Group One Trading
482
Group One Trading
Illinois
$6K -$109K -2,736 -95%
SBL
483
Sargent Bickham Lagudis
Colorado
$6K -$76 -2 -1%
BC
484
Bartlett & Co
Ohio
$6K
EARNEST Partners
485
EARNEST Partners
Georgia
$6K
CCM
486
Cribstone Capital Management
Maine
$6K
GWS
487
Glassman Wealth Services
Virginia
$6K +$662 +17 +12%
AF
488
Advisornet Financial
Minnesota
$6K +$6K +167 New
BPC
489
Banque Pictet & Cie
Switzerland
$5.76K +$2.72K +70,465 +90%
Loomis, Sayles & Company
490
Loomis, Sayles & Company
Massachusetts
$5K
MW
491
Milestone Wealth
New York
$5K
PB
492
Pinnacle Bancorp
Nebraska
$5K
ZB
493
Zions Bancorporation
Utah
$4K -$6.31K -153 -61%
FCA
494
FinTrust Capital Advisors
South Carolina
$4K
ME
495
McIlrath & Eck
Washington
$4K
FPS
496
Fieldpoint Private Securities
Connecticut
$3K -$1.88K -50 -38%
PFBT
497
Parkside Financial Bank & Trust
Missouri
$3K -$2.12K -43 -41%
PCG
498
Private Capital Group
Connecticut
$3K -$1.21K -33 -29%
VCM
499
Versant Capital Management
Arizona
$3K
STCOSD
500
Sageworth Trust Company of South Dakota
South Dakota
$3K