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 %
ASRS
176
Arizona State Retirement System
Arizona
$1.54M -$102K -3,773 -6%
JF
177
Jump Financial
Illinois
$1.53M +$1.53M +56,683 New
Osaic Holdings
178
Osaic Holdings
Arizona
$1.53M +$80.2K +2,981 +6%
BC
179
Burney Company
Virginia
$1.51M -$1.15M -42,680 -43%
Cerity Partners
180
Cerity Partners
New York
$1.5M +$1.41M +52,346 +1,578%
CCA
181
Catalyst Capital Advisors
New York
$1.4M
CC
182
Cipher Capital
New York
$1.38M +$1.38M +51,150 New
Royal Bank of Canada
183
Royal Bank of Canada
Ontario, Canada
$1.37M -$348K -12,898 -20%
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
$1.36M -$211K -7,823 -13%
CAPTRUST Financial Advisors
185
CAPTRUST Financial Advisors
North Carolina
$1.33M -$1.05M -38,811 -44%
SOAMC
186
Spirit of America Management Corp
New York
$1.3M -$223K -8,250 -15%
GF
187
Gries Financial
Ohio
$1.27M +$8.25K +306 +0.7%
Truist Financial
188
Truist Financial
North Carolina
$1.26M -$100K -3,706 -7%
NMIMC
189
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M +$782 +29 +0.1%
N
190
Natixis
France
$1.25M +$1.25M +46,357 New
ASN
191
Advisory Services Network
Georgia
$1.24M +$11.9K +442 +1%
PAM
192
Panagora Asset Management
Massachusetts
$1.23M +$158K +5,864 +15%
DnB Asset Management
193
DnB Asset Management
Norway
$1.21M
NICM
194
Neo Ivy Capital Management
New York
$1.19M +$1.19M +44,262 New
MCA
195
MSH Capital Advisors
Arizona
$1.19M +$31.9K +1,183 +3%
Pacer Advisors
196
Pacer Advisors
Pennsylvania
$1.18M +$1.18M +43,700 New
NMERB
197
New Mexico Educational Retirement Board
New Mexico
$1.15M +$132K +4,900 +13%
Lido Advisors
198
Lido Advisors
California
$1.14M +$146K +5,405 +15%
WCBA
199
Weaver C. Barksdale & Associates
Tennessee
$1.11M -$67.6K -2,505 -6%
II
200
IFM Investors
Australia
$1.09M +$20.7K +766 +2%