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 %
NEPWA
301
New England Private Wealth Advisors
Massachusetts
$284K
TG
302
TLP Group
Illinois
$284K +$284K +6,064 New
RWA
303
River Wealth Advisors
Pennsylvania
$277K -$16.2K -347 -6%
CIBC Asset Management
304
CIBC Asset Management
Ontario, Canada
$275K +$20.3K +434 +8%
GCA
305
Gideon Capital Advisors
New York
$272K +$23.4K +501 +9%
WSFS
306
Wilmington Savings Fund Society
Delaware
$272K +$65.7K +1,400 +32%
US Bancorp
307
US Bancorp
Minnesota
$271K -$23.2K -496 -8%
IA
308
IFP Advisors
Florida
$267K +$6.23K +133 +2%
OMCS
309
Old Mutual Customised Solutions
South Africa
$258K
FIM
310
Freedom Investment Management
Connecticut
$255K +$939 +20 +0.4%
PGFC
311
Peapack-Gladstone Financial Corp
New Jersey
$254K
LTFS
312
Ladenburg Thalmann Financial Services
Florida
$254K +$2.02K +43 +0.8%
UF
313
Univest Financial
Pennsylvania
$253K
SCM
314
Stellar Capital Management
Arizona
$251K
MA
315
MUFG Americas
New York
$237K -$44.1K -941 -16%
GL
316
GLG LLC
New York
$237K -$22K -471 -9%
HTC
317
Haverford Trust Company
Pennsylvania
$232K
SFA
318
Sequoia Financial Advisors
Ohio
$231K
HCM
319
Harvest Capital Management
New Hampshire
$231K
SI
320
Stephens Inc
Arkansas
$231K +$231K +4,933 New
Daiwa Securities Group
321
Daiwa Securities Group
Japan
$230K
TTWM
322
TCV Trust & Wealth Management
Virginia
$230K
BAM
323
Belpointe Asset Management
Nevada
$213K +$213K +4,546 New
BMC
324
Beaton Management Company
Massachusetts
$211K
MIH
325
Madison Investment Holdings
Wisconsin
$211K