440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
BMCM
476
Burns Matteson Capital Management
New York
-$454K -16,833 Closed
VF
477
Virtu Financial
New York
-$432K -16,031 Closed
SMDAM
478
Sumitomo Mitsui DS Asset Management
Japan
-$430K -15,926 Closed
ETC
479
Exchange Traded Concepts
Oklahoma
-$423K -15,696 Closed
FC
480
FORA Capital
Florida
-$417K -15,478 Closed
Allianz Asset Management
481
Allianz Asset Management
Germany
-$411K -15,235 Closed
OTL
482
Oak Thistle LLC
New York
-$409K -15,155 Closed
Nordea Investment Management
483
Nordea Investment Management
Sweden
-$376K -13,980 Closed
CC
484
Centiva Capital
New York
-$348K -12,902 Closed
KI
485
Kapitalo Investimentos
Brazil
-$346K -12,823 Closed
CIBC Asset Management
486
CIBC Asset Management
Ontario, Canada
-$341K -12,645 Closed
Daiwa Securities Group
487
Daiwa Securities Group
Japan
-$335K -12,407 Closed
LA
488
LBP AM
France
-$326K -12,074 Closed
HWAM
489
Hennion & Walsh Asset Management
New Jersey
-$318K -11,806 Closed
WBC
490
Westpac Banking Corp
Australia
-$315K -11,678 Closed
VI
491
Vestcor Inc
New Brunswick, Canada
-$304K -11,282 Closed
PTC
492
Petrus Trust Company
Texas
-$289K -10,731 Closed
UH
493
Unigestion Holding
Switzerland
-$280K -10,427 Closed
RWA
494
River Wealth Advisors
Pennsylvania
-$271K -10,038 Closed
V
495
Veritable
Delaware
-$267K -9,901 Closed
IWC
496
Integrated Wealth Concepts
Massachusetts
-$261K -9,663 Closed
LCM
497
Laurion Capital Management
New York
-$254K -9,434 Closed
CDH
498
Charles D. Hyman
-$254K -9,423 Closed
MAM
499
MMA Asset Management
Pennsylvania
-$246K -9,121 Closed
PA
500
Procyon Advisors
Connecticut
-$240K -8,907 Closed