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 %
EIP
201
Ellis Investment Partners
Pennsylvania
$1.05M -$5.26K -195 -0.5%
OAM
202
Oppenheimer Asset Management
New York
$1.02M -$10.7K -398 -1%
FRM
203
Fox Run Management
Connecticut
$1M +$1M +37,251 New
TRSOTSOK
204
Teachers Retirement System of the State of Kentucky
Kentucky
$1M +$93K +3,448 +10%
Aviva
205
Aviva
United Kingdom
$995K -$18.7M -692,421 -95%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$987K +$640K +23,741 +185%
URS
207
Utah Retirement Systems
Utah
$967K -$43.2K -1,600 -4%
HF
208
HRT Financial
New York
$966K +$966K +35,837 New
RJFSA
209
Raymond James Financial Services Advisors
Florida
$965K +$198K +7,325 +26%
PNC Financial Services Group
210
PNC Financial Services Group
Pennsylvania
$960K -$111K -4,113 -10%
OQS
211
Occudo Quantitative Strategies
Florida
$960K +$960K +35,581 New
Baird Financial Group
212
Baird Financial Group
Wisconsin
$943K +$253K +9,380 +37%
ESCM
213
Echo Street Capital Management
New York
$916K +$586K +21,746 +178%
UIM
214
USS Investment Management
United Kingdom
$898K +$898K +33,300 New
TRCT
215
Tower Research Capital (TRC)
New York
$880K +$724K +26,833 +463%
AS
216
AM Squared
Hong Kong
$879K -$521K -19,300 -37%
JCM
217
Jacobi Capital Management
Pennsylvania
$874K -$11.3K -418 -1%
BA
218
BCM Advisors
Louisiana
$873K
CIC
219
Cornercap Investment Counsel
Georgia
$870K +$17.1K +633 +2%
SPA
220
Sherbrooke Park Advisers
New York
$863K +$615K +22,800 +248%
IA
221
IFG Advisory
Georgia
$855K -$136K -5,027 -14%
IRC
222
Investors Research Corp
Georgia
$852K -$4.72K -175 -0.6%
Mariner
223
Mariner
Kansas
$842K +$9.27K +344 +1%
GA
224
GoalVest Advisory
New York
$820K -$82.5K -3,058 -9%
HSA
225
Hussman Strategic Advisors
Maryland
$809K