507 hedge funds and large institutions have $5.54B invested in UGI in 2022 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 151 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
507
Holders Change
-20
Holders Change %
-3.8%
% of All Funds
8.77%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
57
Increased
151
Reduced
201
Closed
71
Calls
$10.6M
Puts
$3.85M
Net Calls
+$6.73M
Net Calls Change
+$6.41M
Name Holding Trade Value Shares
Change
Shares
Change %
AW
551
ACG Wealth
Georgia
-$95K -2,459 Closed
WAM
552
Worth Asset Management
Texas
-$83K -2,150 Closed
SWM
553
SeaCrest Wealth Management
New York
-$64K -1,669 Closed
CWP
554
Concord Wealth Partners
Virginia
-$54K -1,398 Closed
GLLW
555
Graves Light Lenhart Wealth
Virginia
-$39K -1,019 Closed
WAM
556
Wolverine Asset Management
Illinois
-$39K -1,013 Closed
BWP
557
Baldwin Wealth Partners
Massachusetts
-$37K -956 Closed
TCWA
558
Ten Capital Wealth Advisors
Washington
-$30K -777 Closed
SIAP
559
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$28K -720 Closed
BFG
560
Baron Financial Group
New Jersey
-$17.4K -450 Closed
TCWM
561
Total Clarity Wealth Management
Illinois
-$7K -191 Closed
Group One Trading
562
Group One Trading
Illinois
-$6K -151 Closed
STCOSD
563
Sageworth Trust Company of South Dakota
South Dakota
-$3K -79 Closed
VVP
564
Venture Visionary Partners
Ohio
-$2.78K -72 Closed
SFG
565
Steward Financial Group
Texas
-$2K -70 Closed
CA
566
CoreCap Advisors
Michigan
-$2K -62 Closed
RCM
567
Raleigh Capital Management
North Carolina
-$2K -43 Closed
TFS
568
TrustCore Financial Services
Tennessee
-$2K -43 Closed
CA
569
Clearstead Advisors
Ohio
-$2K -39 Closed
TFA
570
Transamerica Financial Advisors
Florida
-$1K -1 Closed