507 hedge funds and large institutions have $5.54B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-20
Holders Change %
-3.8%
% of All Funds
8.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
201
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
476
Harbour Investments
Wisconsin
$3K
JWM
477
Janiczek Wealth Management
Colorado
$3K +$980 +32 +48%
FMII
478
Farmers & Merchants Investments Inc
Nebraska
$3K +$1.07K +35 +56%
BBHC
479
Brown Brothers Harriman & Co
New York
$3K +$3K +86 New
Bank of Montreal
480
Bank of Montreal
Ontario, Canada
$2.16K -$173 -5,243 -7%
Rockefeller Capital Management
481
Rockefeller Capital Management
New York
$2K -$6.95K -316 -78%
SBL
482
Sargent Bickham Lagudis
Colorado
$2K -$3.93K -104 -66%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$2K -$773 -17 -28%
LSA
484
Lansing Street Advisors
Pennsylvania
$2K
TSWM
485
Tyler-Stone Wealth Management
Ohio
$2K
QC
486
Quent Capital
New York
$2K
FWM
487
Focused Wealth Management
New York
$2K +$33 +1 +2%
CFFP
488
Center for Financial Planning
Michigan
$2K +$2K +49 New
HGERS
489
Householder Group Estate & Retirement Specialist
Arizona
$2K +$2K +82 New
TWC
490
TD Waterhouse Canada
Ontario, Canada
$1.61K
Loomis, Sayles & Company
491
Loomis, Sayles & Company
Massachusetts
$1K -$1.91K -84 -66%
PWMG
492
Prestige Wealth Management Group
New Jersey
$1K -$1.79K -34 -64%
SC
493
Schubert & Co
Texas
$1K -$333 -13 -25%
DI
494
Disciplined Investments
Oklahoma
$1K -$125 -4 -11%
CB
495
Community Bank
New York
$1K +$1K +25 New
SIC
496
SJS Investment Consulting
Ohio
$1K +$1K +35 New
TPCW
497
TD Private Client Wealth
New York
$808
SWA
498
Sutton Wealth Advisors
Florida
$356
FHC
499
First Heartland Consultants
Missouri
$212 -$27 -838 -11%
DRZID
500
DePrince Race & Zollo Inc (DRZ)
Florida
-$26.3M -680,806 Closed