447 hedge funds and large institutions have $6.11B invested in UGI in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 148 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
153
Reduced
148
Closed
46
Calls
$17.3M
Puts
$2.34M
Net Calls
+$14.9M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
DA
326
Doliver Advisors
Texas
$249K +$249K +5,595 New
RFC
327
Regions Financial Corp
Alabama
$248K -$34.5K -776 -12%
FIM
328
Freedom Investment Management
Connecticut
$245K +$267 +6 +0.1%
OMCS
329
Old Mutual Customised Solutions
South Africa
$244K
UF
330
Univest Financial
Pennsylvania
$240K
SCM
331
Stellar Capital Management
Arizona
$239K
Daiwa Securities Group
332
Daiwa Securities Group
Japan
$231K +$13.3K +300 +6%
IUHSA
333
Itau Unibanco Holding S.A.
Brazil
$229K -$49.8K -1,121 -18%
DTL
334
Dynamic Technology Lab
Singapore
$222K +$222K +4,989 New
GWCM
335
Godshalk Welsh Capital Management
Pennsylvania
$220K -$66.7K -1,500 -23%
HTC
336
Haverford Trust Company
Pennsylvania
$220K -$11.1K -250 -5%
SSA
337
Schonfeld Strategic Advisors
New York
$219K -$791K -17,867 -78%
HCM
338
Harvest Capital Management
New Hampshire
$219K
SFA
339
Sequoia Financial Advisors
Ohio
$219K
TTWM
340
TCV Trust & Wealth Management
Virginia
$218K
MA
341
MUFG Americas
New York
$213K -$11.1K -250 -5%
FNT
342
First National Trust
Pennsylvania
$211K -$27.3K -615 -11%
NIT
343
NumerixS Investment Technologies
British Columbia, Canada
$204K +$35.9K +812 +21%
BMC
344
Beaton Management Company
Massachusetts
$200K
C
345
Cerebellum
California
$196K +$79.9K +1,802 +69%
VNA
346
Valley National Advisers
Pennsylvania
$189K
KTC
347
Kistler-Tiffany Companies
Pennsylvania
$188K +$178 +4 +0.1%
CTC
348
Central Trust Company
Missouri
$176K -$6.68K -150 -4%
Acadian Asset Management
349
Acadian Asset Management
Massachusetts
$172K +$172K +3,855 New
AG
350
Advisor Group
Arizona
$171K -$206K -4,643 -55%