440 hedge funds and large institutions have $3.95B invested in UGI in 2023 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 151 increasing their positions, 155 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
-42
Holders Change %
-8.71%
% of All Funds
7.02%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
60
Increased
151
Reduced
155
Closed
96
Calls
$50.5M
Puts
$31.7M
Net Calls
+$18.8M
Net Calls Change
+$18.2M
Name Holding Trade Value Shares
Change
Shares
Change %
KWM
126
Kingsview Wealth Management
Oregon
$2.52M +$2.52M +109,426 New
EI
127
EDMP Inc
Florida
$2.45M +$473K +20,569 +24%
YCM
128
Yousif Capital Management
Michigan
$2.36M -$104K -4,530 -4%
T. Rowe Price Associates
129
T. Rowe Price Associates
Maryland
$2.33M -$469K -20,398 -17%
Simplex Trading
130
Simplex Trading
Illinois
$2.3M +$2.27M +98,535 +5,925%
PI
131
PEAK6 Investments
Illinois
$2.27M +$1.69M +73,380 +289%
CL
132
CSS LLC
Illinois
$2.26M +$1.99M +86,414 +720%
HAI
133
Hennessy Advisors Inc
California
$2.25M -$9.2K -400 -0.4%
ERSOT
134
Employees Retirement System of Texas
Texas
$2.21M
IMRF
135
Illinois Municipal Retirement Fund
Illinois
$2.18M
HighTower Advisors
136
HighTower Advisors
Illinois
$2.15M -$24.5K -1,066 -1%
Treasurer of the State of North Carolina
137
Treasurer of the State of North Carolina
North Carolina
$2.11M +$10.8K +470 +0.5%
DekaBank Deutsche Girozentrale
138
DekaBank Deutsche Girozentrale
Germany
$2.11M -$616K -26,098 -23%
Nisa Investment Advisors
139
Nisa Investment Advisors
Missouri
$2.09M -$1.72M -74,876 -45%
NEI
140
Northwest & Ethical Investments
Ontario, Canada
$2.08M
PMEF
141
Point72 Middle East FZE
United Arab Emirates
$2.08M -$909K -39,541 -30%
Amundi
142
Amundi
France
$2.06M -$63.6M -2,974,049 -97%
Connor, Clark & Lunn Investment Management (CC&L)
143
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2M -$2.36M -102,806 -54%
Royal Bank of Canada
144
Royal Bank of Canada
Ontario, Canada
$1.99M +$825K +35,847 +71%
Ohio Public Employees Retirement System (OPERS)
145
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.96M -$445K -19,365 -19%
BFG
146
Bleakley Financial Group
New Jersey
$1.94M +$186K +8,083 +11%
SS
147
Simplicity Solutions
Minnesota
$1.94M +$188K +8,157 +11%
GI
148
GAMCO Investors
Connecticut
$1.9M -$16K -696 -0.8%
APF
149
Alaska Permanent Fund
Alaska
$1.83M
SG Americas Securities
150
SG Americas Securities
New York
$1.82M +$1.82M +79,267 New