447 hedge funds and large institutions have $6.11B invested in UGI in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 148 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
153
Reduced
148
Closed
46
Calls
$17.3M
Puts
$2.34M
Net Calls
+$14.9M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
BA
251
Boston Advisors
Massachusetts
$783K -$3.86M -86,807 -83%
KCM
252
Kendall Capital Management
Maryland
$778K -$9.32K -210 -1%
EP
253
Elkfork Partners
Oregon
$771K
GWM
254
Geneos Wealth Management
Colorado
$753K -$266 -6 -0%
BA
255
Bristlecone Advisors
Washington
$748K -$284K -6,382 -27%
US Bancorp
256
US Bancorp
Minnesota
$741K +$181K +4,073 +32%
LIA
257
LS Investment Advisors
Michigan
$673K -$45.5K -1,025 -6%
CCM
258
Cribstone Capital Management
Maine
$672K +$30.9K +696 +5%
Tudor Investment Corp
259
Tudor Investment Corp
Connecticut
$662K +$244K +5,493 +58%
JCM
260
Jacobi Capital Management
Pennsylvania
$654K +$30.1K +685 +5%
GC
261
Gratus Capital
Georgia
$643K
KBC Group
262
KBC Group
Belgium
$633K
NAM
263
Nissay Asset Management
Japan
$625K +$10.1K +227 +2%
V
264
Veritable
Delaware
$622K +$978 +22 +0.2%
TI
265
Trexquant Investment
Connecticut
$620K -$487K -10,977 -44%
MCM
266
Murphy Capital Management
New Jersey
$617K -$4.44K -100 -0.7%
RCM
267
Riverhead Capital Management
Delaware
$617K
Creative Planning
268
Creative Planning
Kansas
$614K +$176K +3,969 +40%
SOADOR
269
State of Alaska Department of Revenue
Alaska
$603K +$146K +3,280 +32%
WB
270
WesBanco Bank
West Virginia
$594K
WJA
271
Williams Jones & Associates
New York
$586K
SCM
272
Stevens Capital Management
Pennsylvania
$585K -$249K -5,615 -30%
Holocene Advisors
273
Holocene Advisors
New York
$573K -$109K -2,462 -16%
TAM
274
Tyers Asset Management
Texas
$561K
BA
275
Bridgewater Associates
Connecticut
$558K +$558K +12,565 New