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 %
GCM
201
Graham Capital Management
Connecticut
$857K +$857K +37,264 New
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$842K +$23.4K +1,018 +3%
Baird Financial Group
203
Baird Financial Group
Wisconsin
$838K +$33.9K +1,472 +4%
URS
204
Utah Retirement Systems
Utah
$827K +$2.3K +100 +0.3%
Group One Trading
205
Group One Trading
Illinois
$791K +$791K +34,380 New
Asset Management One
206
Asset Management One
Japan
$774K -$2.2M -95,497 -74%
EFS
207
Econ Financial Services
Pennsylvania
$771K -$549K -23,876 -42%
UIM
208
USS Investment Management
United Kingdom
$766K
JCM
209
Jacobi Capital Management
Pennsylvania
$760K +$14.3K +621 +2%
DFCM
210
Dark Forest Capital Management
Puerto Rico
$757K +$757K +32,917 New
SAM
211
Shell Asset Management
Netherlands
$744K -$633K -27,537 -46%
IA
212
IFG Advisory
Georgia
$718K -$11.2K -487 -2%
Pictet Asset Management
213
Pictet Asset Management
Switzerland
$717K +$717K +31,168 New
IRC
214
Investors Research Corp
Georgia
$715K -$10.9K -475 -2%
ACM
215
Aquatic Capital Management
Illinois
$708K -$1.39M -60,600 -66%
TCM
216
Teza Capital Management
Illinois
$703K +$377K +16,386 +115%
NGA
217
Naples Global Advisors
Florida
$699K +$154K +6,595 +28%
AIM
218
ARGA Investment Management
Connecticut
$699K +$699K +30,373 New
HSA
219
Hussman Strategic Advisors
Maryland
$690K
BA
220
BCM Advisors
Louisiana
$684K
BBL
221
Beck Bode LLC
Massachusetts
$676K +$676K +29,383 New
EFH
222
Eaton Financial Holdings
Florida
$676K +$676K +29,383 New
Corient Private Wealth
223
Corient Private Wealth
Florida
$656K +$656K +28,476 New
X
224
Xponance
Pennsylvania
$648K -$17.5K -762 -3%
GA
225
GoalVest Advisory
New York
$636K -$63.4K -2,756 -9%