498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Shares
Change %
AC
526
Athanor Capital
New York
-$222K -5,420 Closed
ADIM
527
Alpha DNA Investment Management
Maryland
-$154K -3,759 Closed
WAP
528
Wealthcare Advisory Partners
Pennsylvania
-$145K -3,528 Closed
FRAF
529
Första AP-fonden
Sweden
-$139K -3,400 Closed
AWC
530
Abundance Wealth Counselors
Pennsylvania
-$119K -2,896 Closed
AIC
531
Ameritas Investment Company
Nebraska
-$66K -1,610 Closed
AIL
532
AGF Investments LLC
Ontario, Canada
-$38K -930 Closed
VFA
533
Valeo Financial Advisors
Indiana
-$37K -900 Closed
FP
534
Fiduciary Planning
Florida
-$34K -840 Closed
EP
535
Eudaimonia Partners
Tennessee
-$33K -813 Closed
SQA
536
Simon Quick Advisors
New Jersey
-$29K -725 Closed
IAIM
537
International Assets Investment Management
Florida
-$18K -486 Closed
M
538
MOTCO
Texas
-$20K -478 Closed
Skandinaviska Enskilda Banken (SEB)
539
Skandinaviska Enskilda Banken (SEB)
Sweden
-$16K -400 Closed
NIC
540
Northwest Investment Counselors
Oregon
-$13K -322 Closed
TCWM
541
Total Clarity Wealth Management
Illinois
-$13K -318 Closed
MF
542
Manchester Financial
California
-$13K -318 Closed
MWP
543
Meridian Wealth Partners
Pennsylvania
-$9K -236 Closed
HNB
544
Huntington National Bank
Ohio
-$7K -173 Closed
FMII
545
Farmers & Merchants Investments Inc
Nebraska
-$5K -124 Closed
EW
546
Evoke Wealth
California
-$4K -101 Closed
PGAM
547
Princeton Global Asset Management
New Jersey
-$4K -95 Closed
WCM
548
Wealthcare Capital Management
Virginia
-$3K -73 Closed
TFM
549
TFC Financial Management
Massachusetts
-$2K -45 Closed
DWP
550
Destiny Wealth Partners
Florida
-$1K -14 Closed