440 hedge funds and large institutions have $4.3B invested in UGI in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 142 increasing their positions, 168 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
Holders Change %
0%
% of All Funds
6.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
65
Increased
142
Reduced
168
Closed
61
Calls
$55.1M
Puts
$34.8M
Net Calls
+$20.3M
Net Calls Change
+$1.58M
Name Holding Trade Value Shares
Change
Shares
Change %
HSA
476
HBK Sorce Advisory
Pennsylvania
-$234K -10,179 Closed
HTC
477
Haverford Trust Company
Pennsylvania
-$223K -9,674 Closed
SIA
478
Schechter Investment Advisors
Michigan
-$206K -8,970 Closed
CFB
479
Cullen/Frost Bankers
Texas
-$173K -7,500 Closed
CLOS
480
Compagnie Lombard Odier SCmA
Switzerland
-$149K -6,473 Closed
CMF
481
Counterpoint Mutual Funds
California
-$93.1K -4,049 Closed
DAC
482
Dividend Assets Capital
South Carolina
-$59K -2,551 Closed
SWM
483
Spire Wealth Management
Virginia
-$23K -1,000 Closed
RTC
484
Riverview Trust Company
Washington
-$22.4K -975 Closed
SIC
485
Salem Investment Counselors
North Carolina
-$21.1K -901 Closed
AGWCA
486
Annis Gardner Whiting Capital Advisors
Florida
-$7.7K -332 Closed
GIA
487
GHP Investment Advisors
Colorado
-$6.99K -327 Closed
MIA
488
Milestone Investment Advisors
Wisconsin
-$6.9K -300 Closed
SC
489
SouthState Corp
Florida
-$4.81K -209 Closed
EARNEST Partners
490
EARNEST Partners
Georgia
-$3.52K -153 Closed
AAP
491
Arax Advisory Partners
Colorado
-$3.38K -147 Closed
AWA
492
Authentikos Wealth Advisory
California
-$2.94K -128 Closed
RTL
493
Red Tortoise LLC
Georgia
-$2.48K -108 Closed
First Manhattan
494
First Manhattan
New York
-$2.39K -104 Closed
BAAM
495
Baker Avenue Asset Management
California
-$2.21K -96 Closed
TSWM
496
Tyler-Stone Wealth Management
Ohio
-$1K -63 Closed
CA
497
Crewe Advisors
Utah
-$115 -5 Closed