376 hedge funds and large institutions have $5.39B invested in UGI in 2016 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 128 increasing their positions, 127 reducing their positions, and 33 closing their positions.

Holders
376
Holders Change
+7
Holders Change %
+1.9%
% of All Funds
10.03%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.11%
New
42
Increased
128
Reduced
127
Closed
33
Calls
$22M
Puts
$2.15M
Net Calls
+$19.9M
Net Calls Change
+$2.58M
Name Market Value Shares Shares
Change
Shares
Change %
First Manhattan
326
First Manhattan
New York
$39K 983 +4 +0.4%
Asset Management One
327
Asset Management One
Japan
$37K 930
CFA
328
CT Financial Advisors
Pennsylvania
$36.3K 900
BAM
329
Bruderman Asset Management
New York
$36K 900
BKA
330
Brick & Kyle Associates
Pennsylvania
$36K 903
ClearBridge Investments
331
ClearBridge Investments
New York
$30K 750
VCM
332
Versant Capital Management
Arizona
$27K 672 -21 -3%
WCBA
333
Weaver C. Barksdale & Associates
Tennessee
$26K 654 -235 -26%
LWM
334
LBA Wealth Management
Florida
$24K 605 -70 -10%
WT
335
Whittier Trust
California
$24K 600
ANBT
336
American National Bank & Trust
Texas
$23K 570
FANJ
337
Financial Architects (New Jersey)
New Jersey
$18K 446 +446 New
GAM
338
Gemmer Asset Management
California
$17K 426
CAL
339
Capital Advisors Ltd
Ohio
$16K 399
Loomis, Sayles & Company
340
Loomis, Sayles & Company
Massachusetts
$16K 405 +405 New
ADL
341
Asset Dedication LLC
California
$15K 375 +375 New
CFN
342
Cordasco Financial Network
Florida
$13K 328
HWP
343
Hefty Wealth Partners
Indiana
$12K 307
DADC
344
D.A. Davidson & Co
Montana
$12K 307
CPIG
345
Chicago Partners Investment Group
Illinois
$9K 225
AIM
346
Advantage Investment Management
Iowa
$9K 223
GWM
347
Gupta Wealth Management
California
$9K 212 +212 New
KT
348
Kanaly Trust
Texas
$8K 206 -23 -10%
Northwestern Mutual Wealth Management
349
Northwestern Mutual Wealth Management
Wisconsin
$7K 141 -9 -6%
IWM
350
Integrated Wealth Management
California
$7K 180