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 %
AIP
176
Ameritas Investment Partners
Nebraska
$1.19M -$607K -26,372 -34%
ASN
177
Advisory Services Network
Georgia
$1.19M +$127K +5,511 +12%
BC
178
Burney Company
Virginia
$1.16M -$123K -5,361 -10%
FHC
179
First Heartland Consultants
Missouri
$1.16M +$611K +26,575 +111%
SOMRS
180
State of Michigan Retirement System
Michigan
$1.15M -$440K -19,142 -28%
OAM
181
Oppenheimer Asset Management
New York
$1.15M +$278K +12,066 +32%
WCBA
182
Weaver C. Barksdale & Associates
Tennessee
$1.12M +$176K +7,654 +19%
Verition Fund Management
183
Verition Fund Management
Connecticut
$1.1M +$813K +35,363 +282%
NMIMC
184
Northwestern Mutual Investment Management Company
Wisconsin
$1.07M -$1.45K -63 -0.1%
Macquarie Group
185
Macquarie Group
Australia
$1.04M -$409K -17,797 -28%
PFO
186
Pathstone Family Office
New Jersey
$1.04M +$622K +27,048 +150%
TAF
187
Tredje AP-fonden
Sweden
$1.03M -$882K -38,331 -46%
Walleye Capital
188
Walleye Capital
New York
$1.03M -$781K -33,961 -43%
MCA
189
MSH Capital Advisors
Arizona
$1.02M +$7.57K +329 +0.7%
RJFSA
190
Raymond James Financial Services Advisors
Florida
$993K +$171K +7,426 +21%
NMERB
191
New Mexico Educational Retirement Board
New Mexico
$984K
COPPSERS
192
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$976K -$1.35M -58,767 -58%
VPIM
193
Vanguard Personalized Indexing Management
California
$968K +$408K +17,722 +73%
Natixis Advisors
194
Natixis Advisors
Massachusetts
$959K +$558K +24,250 +139%
Assenagon Asset Management
195
Assenagon Asset Management
Luxembourg
$956K +$550K +23,916 +136%
DTL
196
Dynamic Technology Lab
Singapore
$928K -$853K -37,084 -48%
Zurich Cantonal Bank
197
Zurich Cantonal Bank
Switzerland
$920K -$4.37M -190,181 -83%
Creative Planning
198
Creative Planning
Kansas
$896K +$465K +20,238 +108%
AA
199
Ancora Advisors
Ohio
$894K +$894K +38,860 New
CCIA
200
Campbell & Co Investment Adviser
Maryland
$865K +$865K +37,597 New