433 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 147 reducing their positions, and 59 closing their positions.

Holders
433
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Market Value Shares Shares
Change
Shares
Change %
CAM
226
Costello Asset Management
Pennsylvania
$534K 16,783 +16,783 New
Mackenzie Financial
227
Mackenzie Financial
Ontario, Canada
$530K 16,652 -6,842 -29%
CPO
228
Cerity Partners OCIO
New York
$525K 16,505 +196 +1%
Nordea Investment Management
229
Nordea Investment Management
Sweden
$514K 16,322 +8,564 +110%
TRCT
230
Tower Research Capital (TRC)
New York
$489K 15,392 +5,453 +55%
Jane Street
231
Jane Street
New York
$474K 14,892 +2,839 +24%
CAPTRUST Financial Advisors
232
CAPTRUST Financial Advisors
North Carolina
$454K 14,266 +1,219 +9%
QIM
233
Quantitative Investment Management
Virginia
$448K 14,105 -73,015 -84%
Cambridge Investment Research Advisors
234
Cambridge Investment Research Advisors
Iowa
$446K 14,033 -2,106 -13%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$440K 13,845 -17,212 -55%
US Bancorp
236
US Bancorp
Minnesota
$440K 13,825 +1,182 +9%
MYLI
237
Meiji Yasuda Life Insurance
Japan
$437K 13,751
WJWM
238
Williams Jones Wealth Management
New York
$430K 13,518
Simplex Trading
239
Simplex Trading
Illinois
$424K 13,344 +13,344 New
FMT
240
First Mercantile Trust
Tennessee
$418K 13,138 -164 -1%
SBH
241
Segall Bryant & Hamill
Illinois
$416K 13,084 +13,084 New
Creative Planning
242
Creative Planning
Kansas
$415K 13,038 -1,605 -11%
Public Sector Pension Investment Board (PSP Investments)
243
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$411K 12,918 +12,918 New
BCV
244
Banque Cantonale Vaudoise
Switzerland
$404K 12,700
WAM
245
World Asset Management
Michigan
$396K 12,461 +502 +4%
SCM
246
Shelton Capital Management
Colorado
$387K 12,178 -1,076 -8%
CBN
247
Cadence Bank NA
Texas
$386K 12,153 -14 -0.1%
V
248
Veritable
Delaware
$384K 12,069 -1,469 -11%
Mercer Global Advisors
249
Mercer Global Advisors
Colorado
$380K 11,941 -10,989 -48%
Allianz Asset Management
250
Allianz Asset Management
Germany
$379K 11,905 -10,696 -47%