414 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
414
Holders Change
-10
Holders Change %
-2.36%
% of All Funds
10.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
144
Reduced
141
Closed
42
Calls
$13M
Puts
$585K
Net Calls
+$12.4M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
251
Private Advisor Group
New Jersey
$633K +$86.7K +1,851 +16%
Citadel Advisors
252
Citadel Advisors
Florida
$628K -$303K -6,467 -33%
WB
253
WesBanco Bank
West Virginia
$624K
WJA
254
Williams Jones & Associates
New York
$619K
MML Investors Services
255
MML Investors Services
Massachusetts
$608K -$469 -10 -0.1%
SCM
256
Shelton Capital Management
Colorado
$608K
SMDAM
257
Sumitomo Mitsui DS Asset Management
Japan
$603K
V
258
Veritable
Delaware
$587K
RCM
259
Riverhead Capital Management
Delaware
$583K -$197K -4,216 -25%
WA
260
Wheatland Advisors
Pennsylvania
$572K
SEC
261
Seven Eight Capital
New York
$569K +$525K +11,200 +1,200%
WAM
262
World Asset Management
Michigan
$562K +$6.09K +130 +1%
Teacher Retirement System of Texas
263
Teacher Retirement System of Texas
Texas
$556K +$556K +11,873 New
CIC
264
Carnegie Investment Counsel
Ohio
$548K
Stifel Financial
265
Stifel Financial
Missouri
$548K +$3.7K +79 +0.7%
FA
266
FDx Advisors
Illinois
$547K +$547K +11,671 New
TAM
267
Tyers Asset Management
Texas
$529K -$172K -3,680 -25%
SI
268
SII Investments
Wisconsin
$474K +$11.1K +237 +2%
SCA
269
Sage Capital Advisors
South Dakota
$457K +$457K +9,743 New
LPL Financial
270
LPL Financial
California
$455K +$10K +214 +2%
CTA
271
Chesley Taft & Associates
Illinois
$450K -$49.2K -1,050 -10%
ISL
272
Ingalls & Snyder LLC
New York
$442K
Cambridge Investment Research Advisors
273
Cambridge Investment Research Advisors
Iowa
$438K +$27.4K +586 +7%
ONB
274
Old National Bancorp
Indiana
$434K +$434K +9,263 New
EWM
275
Evercore Wealth Management
New York
$432K