560 hedge funds and large institutions have $7.7B invested in UGI in 2021 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 171 increasing their positions, 174 reducing their positions, and 41 closing their positions.

Holders
560
Holders Change
+53
Holders Change %
+10.45%
% of All Funds
8.65%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
105
Increased
171
Reduced
174
Closed
41
Calls
$9.2M
Puts
$3.67M
Net Calls
+$5.53M
Net Calls Change
-$6.55M
Name Market Value Shares Shares
Change
Shares
Change %
ME
526
McIlrath & Eck
Washington
$5K 100
EWM
527
Elmwood Wealth Management
California
$5K 109 +109 New
RCM
528
Raleigh Capital Management
North Carolina
$5K 111 +111 New
WPA
529
West Paces Advisors
Georgia
$4.82K 105
FCA
530
FinTrust Capital Advisors
South Carolina
$4K 90 -55 -38%
VCM
531
Versant Capital Management
Arizona
$4K 81
HI
532
Harbour Investments
Wisconsin
$3K 73 -1,550 -96%
T
533
TOBAM
France
$3K 69 -871 -93%
FWM
534
Focused Wealth Management
New York
$3K 59
CAL
535
Capital Analysts LLC
Pennsylvania
$3K 63
TFO
536
Tarbox Family Office
California
$3K 63
BFC
537
Bedel Financial Consulting
Indiana
$3K 63
SCA
538
Stonebridge Capital Advisors
Minnesota
$3K 58 +58 New
FMII
539
Farmers & Merchants Investments Inc
Nebraska
$3K 63 +63 New
TSWM
540
Tyler-Stone Wealth Management
Ohio
$3K 63 +63 New
TFS
541
TrustCore Financial Services
Tennessee
$2K 43
FMP
542
Financial Management Professionals
Texas
$2K 45
GWS
543
Glassman Wealth Services
Virginia
$2K 54 +7 +15%
LWA
544
Lenox Wealth Advisors
New York
$2K 39 +39 New
TWC
545
TD Waterhouse Canada
Ontario, Canada
$1.6K 35 +35 New
TPCW
546
TD Private Client Wealth
New York
$1.15K 25 -63 -72%
PFBT
547
Parkside Financial Bank & Trust
Missouri
$1K 13
PWMG
548
Prestige Wealth Management Group
New Jersey
$1K 19
JWM
549
Janiczek Wealth Management
Colorado
$1K 26
DWP
550
Destiny Wealth Partners
Florida
$1K 14