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 %
Walleye Capital
151
Walleye Capital
New York
$2.12M +$2.12M +78,726 New
AIP
152
Ameritas Investment Partners
Nebraska
$2.11M -$8.23K -305 -0.4%
DTL
153
Dynamic Technology Lab
Singapore
$2.09M +$692K +25,665 +50%
BFG
154
Bleakley Financial Group
New Jersey
$2.06M +$279K +10,356 +16%
SS
155
Simplicity Solutions
Minnesota
$2.06M +$273K +10,106 +15%
EI
156
Ethic Inc
New York
$2.03M -$86.3K -3,199 -4%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$2.02M +$307K +11,378 +18%
GC
158
Guggenheim Capital
Illinois
$1.9M -$931K -34,535 -33%
American Century Companies
159
American Century Companies
Missouri
$1.89M -$8.69M -322,334 -82%
OC
160
Oppenheimer & Co
New York
$1.88M -$1.4K -52 -0.1%
SOMRS
161
State of Michigan Retirement System
Michigan
$1.87M -$885K -32,800 -32%
Nomura Asset Management
162
Nomura Asset Management
Japan
$1.86M +$446K +16,522 +32%
Bank of Montreal
163
Bank of Montreal
Ontario, Canada
$1.84M -$194K -6,665 -10%
FDCDDQ
164
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.81M +$442K +16,377 +32%
Macquarie Group
165
Macquarie Group
Australia
$1.7M -$237K -8,785 -12%
KBC Group
166
KBC Group
Belgium
$1.69M +$1.24M +45,820 +271%
Cambridge Investment Research Advisors
167
Cambridge Investment Research Advisors
Iowa
$1.68M +$486K +18,013 +41%
LSERS
168
Louisiana State Employees Retirement System
Louisiana
$1.65M +$148K +5,500 +10%
Citigroup
169
Citigroup
New York
$1.64M -$3.2M -118,768 -66%
GT
170
Glenmede Trust
Pennsylvania
$1.62M
SAM
171
Shell Asset Management
Netherlands
$1.62M -$181K -6,701 -10%
AA
172
ALPS Advisors
Colorado
$1.58M +$490K +18,153 +45%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
173
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M +$1.56M +57,881 New
KTA
174
Keeley-Teton Advisors
Illinois
$1.56M +$240K +8,885 +18%
EFS
175
Econ Financial Services
Pennsylvania
$1.55M +$311K +11,521 +25%