494 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
153
Reduced
152
Closed
50
Calls
$5.89M
Puts
$4.55M
Net Calls
+$1.34M
Net Calls Change
+$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
301
RegentAtlantic Capital
New Jersey
$315K -$13.8K -337 -4%
CFB
302
Cullen/Frost Bankers
Texas
$308K -$7.39K -180 -2%
QI
303
QS Investors
New York
$308K
FCBT
304
First Citizens Bank & Trust
North Carolina
$305K -$17.4K -424 -5%
CI
305
Cigna Investments
Connecticut
$305K +$10.1K +246 +3%
GT
306
Glenview Trust
Kentucky
$303K +$303K +7,400 New
RIM
307
Redpoint Investment Management
Australia
$293K
BB
308
Bell Bank
North Dakota
$292K
SWM
309
Spire Wealth Management
Virginia
$289K +$289K +6,966 New
GHA
310
GW Henssler & Associates
Georgia
$288K
AIM
311
Achmea Investment Management
Netherlands
$287K -$129K -3,145 -31%
BMSSC
312
B. Metzler seel. Sohn & Co
Germany
$285K
ST
313
Sabal Trust
Florida
$283K
FDCDDQ
314
Federation des caisses Desjardins du Quebec
Quebec, Canada
$281K
IRF
315
IBM Retirement Fund
New York
$280K -$32.8K -798 -10%
Mirae Asset Global Investments
316
Mirae Asset Global Investments
South Korea
$278K +$278K +6,769 New
Lazard Asset Management
317
Lazard Asset Management
New York
$275K +$275K +6,728 New
AAS
318
Avantax Advisory Services
Texas
$271K +$271K +6,578 New
CA
319
Calton & Associates
Florida
$267K -$45.2K -1,102 -14%
ISL
320
Ingalls & Snyder LLC
New York
$267K -$38.9K -950 -13%
GPA
321
Garrison Point Advisors
California
$267K -$37K -900 -12%
AP
322
Advisor Partners
California
$263K +$1.44K +35 +0.5%
FMWA
323
Forvis Mazars Wealth Advisors
Missouri
$262K -$18.2K -445 -7%
SI
324
Stephens Inc
Arkansas
$262K +$262K +6,394 New
P
325
&Partners
Tennessee
$258K