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 %
BCV
501
Banque Cantonale Vaudoise
Switzerland
-$240K -8,900 Closed
BAM
502
Blueshift Asset Management
New Jersey
-$238K -8,835 Closed
JWM
503
Jeppson Wealth Management
California
-$238K -8,825 Closed
WSFS
504
Wilmington Savings Fund Society
Delaware
-$228K -8,443 Closed
CTA
505
Chesley Taft & Associates
Illinois
-$223K -8,280 Closed
BMSSC
506
B. Metzler seel. Sohn & Co
Germany
-$219K -8,111 Closed
AWM
507
Alterna Wealth Management
Texas
-$204K -7,578 Closed
CW
508
Connectus Wealth
Ohio
-$202K -7,500 Closed
DCM
509
Dupont Capital Management
Delaware
-$120K -4,456 Closed
Walleye Trading
510
Walleye Trading
New York
-$101K -3,738 Closed
Twin Tree Management
511
Twin Tree Management
Texas
-$74.1K -2,747 Closed
IUHSA
512
Itau Unibanco Holding S.A.
Brazil
-$62.9K -2,332 Closed
PPWM
513
PFG Private Wealth Management
Florida
-$58.7K -2,178 Closed
VSQM
514
V-Square Quantitative Management
Illinois
-$42.4K -1,571 Closed
UM
515
UniSuper Management
Australia
-$40.5K -1,500 Closed
CSPIA
516
Cary Street Partners Investment Advisory
Virginia
-$31.4K -1,165 Closed
IGWM
517
ICA Group Wealth Management
Colorado
-$21.2K -787 Closed
WTG
518
West Tower Group
Virginia
-$21.1K -783 Closed
TFP
519
Tilia Fiduciary Partners
North Carolina
-$13.7K -509 Closed
ST
520
Smithfield Trust
Pennsylvania
-$13K -475 Closed
CAL
521
Capital Advisors Ltd
Ohio
-$11K -417 Closed
VAG
522
VisionPoint Advisory Group
Texas
-$10.7K -398 Closed
HIA
523
Harbor Investment Advisory
Maryland
-$7.55K -280 Closed
EWP
524
Elevation Wealth Partners
California
-$6.37K -236 Closed
QL
525
Quarry LP
New York
-$3.32K -123 Closed