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 %
GAM
526
Grandview Asset Management
Pennsylvania
-$286K -8,228 Closed
API
527
Advisor Partners II
California
-$285K -8,191 Closed
VIA
528
Vident Investment Advisory
Georgia
-$284K -8,168 Closed
PA
529
Profund Advisors
Maryland
-$261K -7,523 Closed
SPC
530
Sigma Planning Corp
Michigan
-$261K -7,507 Closed
BL
531
Balentine LLC
Georgia
-$258K -7,432 Closed
WB
532
WesBanco Bank
West Virginia
-$251K -7,216 Closed
BB
533
Bell Bank
North Dakota
-$247K -7,117 Closed
DI
534
DFPG Investments
Utah
-$245K -7,044 Closed
MNBTD
535
Moody National Bank Trust Division
Texas
-$243K -6,981 Closed
MC
536
Moors & Cabot
Massachusetts
-$236K -6,787 Closed
William Blair & Company
537
William Blair & Company
Illinois
-$234K -6,746 Closed
GPA
538
Garrison Point Advisors
California
-$232K -6,680 Closed
Brown Advisory
539
Brown Advisory
Maryland
-$229K -6,599 Closed
CA
540
Calton & Associates
Florida
-$225K -6,463 Closed
CANY
541
Caxton Associates (New York)
New York
-$220K -6,330 Closed
DC
542
Davenport & Co
Virginia
-$219K -6,310 Closed
P
543
&Partners
Tennessee
-$219K -6,300 Closed
QCM
544
Quantinno Capital Management
New York
-$217K -6,247 Closed
CB
545
Cadence Bank
Mississippi
-$215K -6,177 Closed
LOAMS
546
Lombard Odier Asset Management (Switzerland)
Switzerland
-$215K -6,177 Closed
SI
547
Stephens Inc
Arkansas
-$213K -6,128 Closed
MYAM
548
Meiji Yasuda Asset Management
Japan
-$209K -6,010 Closed
BWCS
549
Beirne Wealth Consulting Services
Connecticut
-$211K -6,000 Closed
BFO
550
Boston Family Office
Massachusetts
-$208K -6,000 Closed