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 %
GWCM
551
Godshalk Welsh Capital Management
Pennsylvania
-$206K -5,925 Closed
OSAM
552
O'Shaughnessy Asset Management
Connecticut
-$200K -5,766 Closed
HAIM
553
Hunter Associates Investment Management
Pennsylvania
-$202K -5,753 Closed
MFG
554
Mendota Financial Group
Wisconsin
-$142K -3,917 Closed
IAIM
555
Industrial Alliance Investment Management
Quebec, Canada
-$122K -3,497 Closed
AG
556
AIA Group
Hong Kong
-$101K -2,918 Closed
AAS
557
Ameritas Advisory Services
Nebraska
-$81.7K -2,354 Closed
BBHC
558
Brown Brothers Harriman & Co
New York
-$73K -2,100 Closed
DSC
559
Duncker Streett & Co
Missouri
-$52.1K -1,500 Closed
Group One Trading
560
Group One Trading
Illinois
-$41.7K -1,200 Closed
MC
561
Machina Capital
France
-$34.5K -992 Closed
SCA
562
Stonebridge Capital Advisors
Minnesota
-$24K -690 Closed
KFI
563
Key Financial Inc
Pennsylvania
-$22K -634 Closed
DA
564
Denali Advisors
California
-$17.4K -500 Closed
RTC
565
Riverview Trust Company
Washington
-$13.2K -379 Closed
MIA
566
Milestone Investment Advisors
Wisconsin
-$10.4K -300 Closed
AP
567
Arlington Partners
Alabama
-$7.3K -210 Closed
JWM
568
Janiczek Wealth Management
Colorado
-$3.39K -98 Closed
AWM
569
Avior Wealth Management
Nebraska
-$2.82K -81 Closed
CCM
570
Copeland Capital Management
Pennsylvania
-$3K -81 Closed
BF
571
BOK Financial
Oklahoma
-$2.75K -79 Closed
TWA
572
TCI Wealth Advisors
Arizona
-$1.95K -56 Closed
KM
573
Kalos Management
Georgia
-$1.91K -55 Closed
PB
574
Pinnacle Bancorp
Nebraska
-$1.43K -41 Closed
SC
575
Schubert & Co
Texas
-$1.39K -40 Closed