536 hedge funds and large institutions have $6.49B invested in UGI in 2022 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 186 increasing their positions, 172 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
536
Holders Change
+29
Holders Change %
+5.72%
% of All Funds
8.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
85
Increased
186
Reduced
172
Closed
48
Calls
$14.6M
Puts
$2.03M
Net Calls
+$12.6M
Net Calls Change
+$5.88M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
476
SouthState Corp
Florida
$7.75K
BAAM
477
Baker Avenue Asset Management
California
$7.56K +$7.56K +204 New
First Manhattan
478
First Manhattan
New York
$7.49K -$1.97K -53 -21%
BIA
479
Bell Investment Advisors
California
$7.23K +$741 +20 +11%
RMC
480
Resources Management Corp
Connecticut
$7K
MWM
481
MinichMacGregor Wealth Management
New York
$6.49K +$6.49K +175 New
BCWM
482
Bartlett & Co Wealth Management
Ohio
$6.1K
BC
483
Bartlett & Co
Ohio
$6K
PFBT
484
Parkside Financial Bank & Trust
Missouri
$5.71K +$4.08K +110 +250%
EARNEST Partners
485
EARNEST Partners
Georgia
$5.67K
CCM
486
Cribstone Capital Management
Maine
$5.56K
JWM
487
Janiczek Wealth Management
Colorado
$4.06K
PB
488
Pinnacle Bancorp
Nebraska
$4K
ME
489
McIlrath & Eck
Washington
$3.71K
RWPA
490
Richard W. Paul & Associates
Michigan
$3.71K +$3.71K +100 New
ZB
491
Zions Bancorporation
Utah
$3.6K
AAG
492
Armstrong Advisory Group
Massachusetts
$3.6K +$3.6K +97 New
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$3.52K -$111 -3 -3%
FCA
494
FinTrust Capital Advisors
South Carolina
$3.34K
MCC
495
Money Concepts Capital
Florida
$3.3K +$3.3K +89 New
CWA
496
Clearview Wealth Advisors
Oregon
$3.15K +$3.15K +85 New
TFS
497
TrustCore Financial Services
Tennessee
$3K +$3K +81 New
CCM
498
Copeland Capital Management
Pennsylvania
$3K +$3K +81 New
SIS
499
Sound Income Strategies
Florida
$2.97K
Walleye Trading
500
Walleye Trading
New York
$2.74K +$2.74K +74 New