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 %
CIP
501
Convergence Investment Partners
Florida
-$1.21M -34,845 Closed
FFG
502
Fortem Financial Group
California
-$1.21M -34,703 Closed
AI
503
Atria Investments
North Carolina
-$1.04M -30,036 Closed
IAN
504
Integrated Advisors Network
Texas
-$902K -25,948 Closed
DLHL
505
Donald L. Hagan LLC
Florida
-$880K -25,324 Closed
RCAG
506
Rehmann Capital Advisory Group
Michigan
-$853K -24,553 Closed
RAG
507
RIA Advisory Group
Iowa
-$755K -21,714 Closed
SG Americas Securities
508
SG Americas Securities
New York
-$725K -20,865 Closed
MME
509
Meag Munich Ergo
Germany
-$623K -17,925 Closed
AWC
510
Abundance Wealth Counselors
Pennsylvania
-$545K -15,684 Closed
MFS
511
Mirabella Financial Services
United Kingdom
-$545K -15,666 Closed
GT
512
Greenleaf Trust
Michigan
-$507K -14,579 Closed
MAM
513
Martingale Asset Management
Massachusetts
-$491K -14,118 Closed
NA
514
Navellier & Associates
Nevada
-$457K -13,147 Closed
Corient Private Wealth
515
Corient Private Wealth
Florida
-$452K -13,017 Closed
USCWA
516
U.S. Capital Wealth Advisors
Texas
-$445K -12,800 Closed
KFA
517
Krane Funds Advisors
New York
-$446K -12,624 Closed
Neuberger Berman Group
518
Neuberger Berman Group
New York
-$369K -10,625 Closed
NFG
519
Nations Financial Group
Iowa
-$369K -10,615 Closed
GW
520
GW & Wade
Massachusetts
-$363K -10,441 Closed
BAM
521
Belpointe Asset Management
Nevada
-$358K -10,290 Closed
TPW
522
TL Private Wealth
Texas
-$345K -9,935 Closed
CWA
523
Centennial Wealth Advisory
Michigan
-$344K -9,901 Closed
MF
524
Magnetar Financial
Illinois
-$315K -9,069 Closed
LA
525
Lindenwold Advisors
Pennsylvania
-$311K -8,937 Closed