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.

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 %
Commonwealth Equity Services
76
Commonwealth Equity Services
Massachusetts
$6.49M +$888K +32,922 +16%
Barclays
77
Barclays
United Kingdom
$6.4M +$1.86M +68,919 +41%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$6.21M -$496K -18,393 -7%
Zurich Cantonal Bank
79
Zurich Cantonal Bank
Switzerland
$6.21M +$3.19M +118,387 +106%
WorldQuant Millennium Advisors
80
WorldQuant Millennium Advisors
New York
$6.14M +$6.14M +227,659 New
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$6.07M +$1.51M +55,825 +33%
E
82
Ergoteles
New York
$5.98M +$5.98M +221,561 New
Canada Life
83
Canada Life
Manitoba, Canada
$5.83M -$6.78M -250,846 -54%
SEI Investments
84
SEI Investments
Pennsylvania
$5.75M +$856K +31,721 +17%
New York State Common Retirement Fund
85
New York State Common Retirement Fund
New York
$5.52M -$347K -12,871 -6%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$5.44M -$437K -16,209 -7%
Stifel Financial
87
Stifel Financial
Missouri
$5.42M +$448K +16,626 +9%
EIP
88
Energy Income Partners
Connecticut
$5.13M -$89.3K -3,310 -2%
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.12M +$5.12M +189,693 New
Franklin Resources
90
Franklin Resources
California
$5.09M -$6.05M -224,446 -54%
RMA
91
Roffman Miller Associates
Pennsylvania
$5M +$655K +24,283 +15%
AWM
92
AE Wealth Management
Kansas
$5M -$7.21M -267,399 -59%
TPSF
93
Texas Permanent School Fund
Texas
$4.97M -$97.6K -3,620 -2%
State of Wisconsin Investment Board
94
State of Wisconsin Investment Board
Wisconsin
$4.96M -$327K -12,129 -6%
ECM
95
Element Capital Management
New York
$4.93M +$4.93M +182,724 New
Tudor Investment Corp
96
Tudor Investment Corp
Connecticut
$4.78M +$4.34M +160,943 +983%
ECM
97
ExodusPoint Capital Management
New York
$4.55M +$3.4M +126,236 +298%
Holocene Advisors
98
Holocene Advisors
New York
$4.5M +$2.17M +80,311 +93%
RIA
99
RPG Investment Advisory
California
$4.5M +$96.9K +3,594 +2%
Nisa Investment Advisors
100
Nisa Investment Advisors
Missouri
$4.47M +$286K +10,587 +7%