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 %
KTC
326
Kistler-Tiffany Companies
Pennsylvania
$86K 2,713 -585 -18%
SPIA
327
Steward Partners Investment Advisory
New York
$76K 2,375 -39 -2%
LS
328
Livforsakringsbolaget Skandia
Sweden
$76K 2,400
CG
329
Cutler Group
California
$74K 2,333 +1,070 +85%
NIT
330
NumerixS Investment Technologies
British Columbia, Canada
$73K 2,302 -500 -18%
MA
331
MCF Advisors
Kentucky
$72K 2,250
SO
332
STRS Ohio
Ohio
$71K 2,258
EI
333
Ellevest Inc
New York
$70K 2,206 +938 +74%
TFA
334
Transamerica Financial Advisors
Florida
$66K 2,074 +2,074 New
CFGS
335
Concourse Financial Group Securities
Alabama
$60K 1,879 -1,870 -50%
RFWA
336
RPg Family Wealth Advisory
Massachusetts
$57.8K 1,800
IA
337
IFP Advisors
Florida
$57K 1,807 -1,222 -40%
FC
338
FORA Capital
Florida
$56K 1,756 -16,887 -91%
OPS
339
Orion Portfolio Solutions
Nebraska
$52K 1,627 +1,212 +292%
MPWT
340
MassMutual Private Wealth & Trust
Connecticut
$48K 1,500
RMC
341
Resources Management Corp
Connecticut
$48K 1,500
HI
342
Hudock Inc
Pennsylvania
$42K 1,341 -19 -1%
ClearBridge Investments
343
ClearBridge Investments
New York
$39K 1,237
BFIM
344
Beese Fulmer Investment Management
Ohio
$38K 1,200 +1,200 New
QCG
345
Quadrant Capital Group
Ohio
$34K 1,068 -106 -9%
EP
346
Eudaimonia Partners
Tennessee
$33K 1,028 +1,028 New
CAW
347
Cornerstone Advisors (Washington)
Washington
$32K 1,013 +11 +1%
VFA
348
Valeo Financial Advisors
Indiana
$31K 972 -55 -5%
WT
349
Whittier Trust
California
$31K 975
SFS
350
Sowell Financial Services
Arkansas
$30K 951 -348 -27%