534 hedge funds and large institutions have $6.28B invested in UGI in 2022 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 200 increasing their positions, 165 reducing their positions, and 94 closing their positions.

Holders
534
Holders Change
-26
Holders Change %
-4.64%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
76
Increased
200
Reduced
165
Closed
94
Calls
$8.61M
Puts
$7.62M
Net Calls
+$989K
Net Calls Change
-$4.54M
Name Market Value Shares Shares
Change
Shares
Change %
FCA
501
FinTrust Capital Advisors
South Carolina
$3K 90
SIS
502
Sound Income Strategies
Florida
$3K 80 +80 New
MCC
503
Money Concepts Capital
Florida
$3K 89 +89 New
LAS
504
Lloyd Advisory Services
Georgia
$3K 90 +90 New
Macquarie Group
505
Macquarie Group
Australia
$2.76K 76,081 +95 +0.1%
ED
506
Exane Derivatives
France
$2.21K 61 +61 New
TWA
507
TCI Wealth Advisors
Arizona
$2K 54 -265 -83%
TFS
508
TrustCore Financial Services
Tennessee
$2K 43
BFC
509
Bedel Financial Consulting
Indiana
$2K 63
TSWM
510
Tyler-Stone Wealth Management
Ohio
$2K 63
FMII
511
Farmers & Merchants Investments Inc
Nebraska
$2K 63
TFO
512
Tarbox Family Office
California
$2K 63
BBHC
513
Brown Brothers Harriman & Co
New York
$2K 49
FWM
514
Focused Wealth Management
New York
$2K 60 +1 +2%
JWM
515
Janiczek Wealth Management
Colorado
$2K 62 +36 +138%
LSA
516
Lansing Street Advisors
Pennsylvania
$2K 51 +51 New
EWA
517
EverSource Wealth Advisors
Alabama
$2K 52 +52 New
CIAS
518
CFS Investment Advisory Services
New Jersey
$2K 69,361 +69,361 New
TWC
519
TD Waterhouse Canada
Ontario, Canada
$1.76K 48 +13 +37%
AA
520
Addison Advisors
Vermont
$1K 37 -111 -75%
FMP
521
Financial Management Professionals
Texas
$1K 15 -30 -67%
SC
522
Schubert & Co
Texas
$1K 16 -9 -36%
PWMG
523
Prestige Wealth Management Group
New Jersey
$1K 19
DWP
524
Destiny Wealth Partners
Florida
$1K 14
DI
525
Disciplined Investments
Oklahoma
$1K 29 +29 New