520 hedge funds and large institutions have $6.03B invested in UGI in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 192 increasing their positions, 178 reducing their positions, and 59 closing their positions.

Holders
520
Holders Change
-16
Holders Change %
-2.99%
% of All Funds
8.32%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
53
Increased
192
Reduced
178
Closed
59
Calls
$8.04M
Puts
$2.49M
Net Calls
+$5.56M
Net Calls Change
-$7.06M
Name Market Value Shares Shares
Change
Shares
Change %
BC
476
Bartlett & Co
Ohio
$6K 163
PFBT
477
Parkside Financial Bank & Trust
Missouri
$5.84K 168 +14 +9%
BCWM
478
Bartlett & Co Wealth Management
Ohio
$5.73K 163
EARNEST Partners
479
EARNEST Partners
Georgia
$5.32K 153
MRCM
480
M&R Capital Management
New Jersey
$4.67K 134 +95 +244%
BIA
481
Bell Investment Advisors
California
$4.35K 125 -70 -36%
First Manhattan
482
First Manhattan
New York
$3.62K 104 -98 -49%
RWPA
483
Richard W. Paul & Associates
Michigan
$3.48K 100
ME
484
McIlrath & Eck
Washington
$3.48K 100
JWM
485
Janiczek Wealth Management
Colorado
$3.39K 98
ZB
486
Zions Bancorporation
Utah
$3.37K 97
AAG
487
Armstrong Advisory Group
Massachusetts
$3.37K 97
FCA
488
FinTrust Capital Advisors
South Carolina
$3.34K 90
FMII
489
Farmers & Merchants Investments Inc
Nebraska
$3.3K 95
CCM
490
Copeland Capital Management
Pennsylvania
$3K 81
HGERS
491
Householder Group Estate & Retirement Specialist
Arizona
$3K 84 +84 New
CWA
492
Clearview Wealth Advisors
Oregon
$2.96K 85
AWM
493
Avior Wealth Management
Nebraska
$2.82K 81 +81 New
SIS
494
Sound Income Strategies
Florida
$2.78K 80
BF
495
BOK Financial
Oklahoma
$2.75K 79 -23,746 -100%
CWM
496
Compass Wealth Management
Connecticut
$2.54K 73
GWS
497
Glassman Wealth Services
Virginia
$2.47K 71 +7 +11%
QC
498
Quent Capital
New York
$2.21K 64 +1 +2%
FWM
499
Focused Wealth Management
New York
$2.15K 62 +1 +2%
TWA
500
TCI Wealth Advisors
Arizona
$1.95K 56 -2 -3%