363 hedge funds and large institutions have $4.63B invested in UGI in 2015 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 139 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
363
Holders Change
-5
Holders Change %
-1.36%
% of All Funds
9.79%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
38
Increased
112
Reduced
139
Closed
42
Calls
$16.7M
Puts
$1.48M
Net Calls
+$15.2M
Net Calls Change
-$9.38M
Name Holding Trade Value Shares
Change
Shares
Change %
CG
301
Colony Group
Massachusetts
$56K +$24.6K +721 +79%
AWS
302
Aris Wealth Services
Pennsylvania
$54K +$8.17K +235 +18%
PMAM
303
Picton Mahoney Asset Management
Ontario, Canada
$52K
BAM
304
Brave Asset Management
New Jersey
$52K
EWM
305
Endurance Wealth Management
Rhode Island
$52K +$52K +1,500 New
NFG
306
Next Financial Group
Texas
$51K
SSG
307
Summit Securities Group
New York
$49K +$49K +1,425 New
WT
308
Whittier Trust
California
$47K +$47K +1,350 New
SEC
309
Seven Eight Capital
New York
$46K -$141K -4,100 -75%
QAM
310
QCI Asset Management
New York
$46K
WRM
311
Westport Resources Management
Connecticut
$43K
CP
312
Corbenic Partners
Pennsylvania
$38K +$34 +1 +0.1%
HI
313
Hudock Inc
Pennsylvania
$37K
MMG
314
Monetary Management Group
Missouri
$36K
WCBA
315
Weaver C. Barksdale & Associates
Tennessee
$35K -$3.31K -96 -9%
JG
316
Jefferies Group
New York
$34K -$233K -6,766 -87%
Fuller & Thaler Asset Management
317
Fuller & Thaler Asset Management
California
$34K -$25.5K -750 -43%
First Manhattan
318
First Manhattan
New York
$33K +$7.72K +229 +31%
Asset Management One
319
Asset Management One
Japan
$32K +$32K +930 New
CFA
320
CT Financial Advisors
Pennsylvania
$31K
BKA
321
Brick & Kyle Associates
Pennsylvania
$31K
BAM
322
Bruderman Asset Management
New York
$31K
FA
323
FMA Advisory
Pennsylvania
$31K +$31K +900 New
ClearBridge Investments
324
ClearBridge Investments
New York
$26K
W
325
Wealthfront
California
$26K +$18.9K +540 +269%