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 %
GI
301
GAMCO Investors
Connecticut
$204K 6,400 -2,480 -28%
KeyBank National Association
302
KeyBank National Association
Ohio
$201K 6,318 +6,318 New
CBT
303
Capital Bank & Trust
California
$200K 6,300
P
304
&Partners
Tennessee
$200K 6,300 +6,300 New
BWA
305
BDO Wealth Advisors
Florida
$163K 5,129 +175 +4%
CAN
306
Cetera Advisor Networks
California
$133K 4,182 +4,182 New
ABC
307
Associated Banc-Corp
Wisconsin
$125K 3,919 +102 +3%
S
308
SignatureFD
Georgia
$123K 3,875 +1,697 +78%
C
309
Cerebellum
California
$123K 2,617 +2,617 New
CTC
310
Central Trust Company
Missouri
$120K 3,777
HFM
311
Hartford Financial Management
Connecticut
$119K 3,755
RAM
312
Riggs Asset Management
Pennsylvania
$117K 3,680
WB
313
Webster Bank
Connecticut
$116K 3,664
BWA
314
Burt Wealth Advisors
Maryland
$114K 3,600
BEAM
315
Baker Ellis Asset Management
Washington
$113K 3,550 -450 -11%
LC
316
Lindbrook Capital
California
$111K 3,490 +68 +2%
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$110K 3,456 -28,067 -89%
CFG
318
Citizens Financial Group
Rhode Island
$107K 3,340 +2,440 +271%
FHA
319
First Horizon Advisors
Tennessee
$104K 3,265 -625 -16%
TF
320
Tompkins Financial
New York
$99K 3,100
VNA
321
Valley National Advisers
Pennsylvania
$95K 2,996 -1,563 -34%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$93K 2,935 -717 -20%
LWCFA
323
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$91K 2,850
PA
324
Parallel Advisors
California
$91K 2,866 +1,102 +62%
HFA
325
Hoover Financial Advisors
Pennsylvania
$90K 2,823 +2,823 New