482 hedge funds and large institutions have $4.66B invested in UGI in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 168 increasing their positions, 165 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
-38
Holders Change %
-7.31%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
65
Increased
168
Reduced
165
Closed
101
Calls
$9.71M
Puts
$9.14M
Net Calls
+$569K
Net Calls Change
-$4.99M
Name Holding Trade Value Shares
Change
Shares
Change %
CA
476
Crewe Advisors
Utah
$135 +$135 +5 New
CAS
477
Coppell Advisory Solutions
Texas
$107 +$107 +4 New
BWM
478
Baystate Wealth Management
Massachusetts
$56
TWD
479
True Wealth Design
Ohio
$54
Kayne Anderson Rudnick Investment Management
480
Kayne Anderson Rudnick Investment Management
California
$27
Wellington Management Group
481
Wellington Management Group
Massachusetts
-$25.9M -744,316 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
482
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$14.8M -426,090 Closed
A
483
AustralianSuper
Australia
-$13.4M -386,650 Closed
Skandinaviska Enskilda Banken (SEB)
484
Skandinaviska Enskilda Banken (SEB)
Sweden
-$11.9M -342,465 Closed
Voloridge Investment Management
485
Voloridge Investment Management
Florida
-$10.9M -314,350 Closed
LF
486
Longbow Finance
Switzerland
-$8.17M -235,018 Closed
APG Asset Management
487
APG Asset Management
Netherlands
-$6.33M -198,002 Closed
VRS
488
Virginia Retirement Systems
Virginia
-$5.72M -164,603 Closed
JPMPWA
489
J.P. Morgan Private Wealth Advisors
California
-$4.53M -130,196 Closed
MHI
490
Miller Howard Investments
New York
-$4.37M -125,752 Closed
DA
491
Duality Advisers
Florida
-$2.83M -81,367 Closed
CC
492
Cannell & Co
New York
-$2.49M -71,517 Closed
AT
493
Arvest Trust
Oklahoma
-$2.43M -69,951 Closed
SO
494
STRS Ohio
Ohio
-$2.35M -67,612 Closed
RWM
495
RBA Wealth Management
California
-$2.05M -59,008 Closed
MCM
496
Monument Capital Management
Virginia
-$1.99M -57,213 Closed
FRAF
497
Första AP-fonden
Sweden
-$1.92M -55,200 Closed
BOSSRA
498
B.O.S.S. Retirement Advisors
Utah
-$1.87M -53,659 Closed
OTPPB
499
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$1.64M -47,174 Closed
AIC
500
Aurora Investment Counsel
Georgia
-$1.23M -35,356 Closed