442 hedge funds and large institutions have $5.46B invested in UGI in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 143 increasing their positions, 151 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
442
Holders Change
+9
Holders Change %
+2.08%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
59
Increased
143
Reduced
151
Closed
47
Calls
$8.11M
Puts
$2.28M
Net Calls
+$5.83M
Net Calls Change
+$3M
Name Holding Trade Value Shares
Change
Shares
Change %
LWAC
301
Laurel Wealth Advisors (California)
California
$226K -$14K -425 -6%
Bank of Nova Scotia
302
Bank of Nova Scotia
Ontario, Canada
$225K +$225K +6,830 New
IRF
303
IBM Retirement Fund
New York
$223K +$223K +6,756 New
CI
304
Cigna Investments
Connecticut
$220K
KeyBank National Association
305
KeyBank National Association
Ohio
$215K +$6.63K +201 +3%
AIL
306
AGF Investments LLC
Ontario, Canada
$215K +$215K +6,505 New
FMWA
307
Forvis Mazars Wealth Advisors
Missouri
$213K +$213K +6,448 New
FB
308
Fulton Bank
Pennsylvania
$212K -$9.29K -282 -4%
P
309
&Partners
Tennessee
$208K
CBT
310
Capital Bank & Trust
California
$208K
GC
311
Gratus Capital
Georgia
$208K +$208K +6,293 New
AII
312
AGF Investments Inc
Ontario, Canada
$207K +$207K +6,273 New
AP
313
Advisor Partners
California
$204K +$204K +6,186 New
PMAM
314
Penn Mutual Asset Management
Pennsylvania
$204K +$204K +6,265 New
BWA
315
BDO Wealth Advisors
Florida
$202K +$32.4K +981 +19%
TRCT
316
Tower Research Capital (TRC)
New York
$184K -$326K -9,838 -64%
CI Investments Inc
317
CI Investments Inc
Ontario, Canada
$172K +$57.7K +1,745 +50%
PI
318
PEAK6 Investments
Illinois
$167K -$461K -14,009 -73%
BCV
319
Banque Cantonale Vaudoise
Switzerland
$155K -$264K -8,000 -63%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$134K +$37.1K +1,124 +38%
LWCFA
321
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$130K +$36.3K +1,102 +39%
ABC
322
Associated Banc-Corp
Wisconsin
$129K
HFM
323
Hartford Financial Management
Connecticut
$124K
CTC
324
Central Trust Company
Missouri
$120K -$4.18K -127 -3%
WB
325
Webster Bank
Connecticut
$120K