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.

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 Market Value Shares Shares
Change
Shares
Change %
BWA
326
Burt Wealth Advisors
Maryland
$119K 3,600
EI
327
Ellevest Inc
New York
$119K 3,610 +1,404 +64%
LC
328
Lindbrook Capital
California
$116K 3,512 +22 +0.6%
RAM
329
Riggs Asset Management
Pennsylvania
$111K 3,387 -293 -8%
TF
330
Tompkins Financial
New York
$102K 3,100
VNA
331
Valley National Advisers
Pennsylvania
$99K 2,996
FHA
332
First Horizon Advisors
Tennessee
$97K 2,958 -307 -9%
S
333
SignatureFD
Georgia
$88K 2,659 -1,216 -31%
SPIA
334
Steward Partners Investment Advisory
New York
$82K 2,476 +101 +4%
KTC
335
Kistler-Tiffany Companies
Pennsylvania
$80K 2,440 -273 -10%
LS
336
Livforsakringsbolaget Skandia
Sweden
$79K 2,400
MA
337
MCF Advisors
Kentucky
$74K 2,250
SO
338
STRS Ohio
Ohio
$74K 2,258
PA
339
Parallel Advisors
California
$73K 2,215 -651 -23%
RFWA
340
RPg Family Wealth Advisory
Massachusetts
$60K 1,800
CFGS
341
Concourse Financial Group Securities
Alabama
$59K 1,762 -117 -6%
IA
342
IFP Advisors
Florida
$55K 1,634 -173 -10%
CG
343
Cutler Group
California
$50K 1,533 -800 -34%
RMC
344
Resources Management Corp
Connecticut
$49K 1,500
MPWT
345
MassMutual Private Wealth & Trust
Connecticut
$49K 1,500
FC
346
FORA Capital
Florida
$41K 1,252 -504 -29%
HI
347
Hudock Inc
Pennsylvania
$38K 1,180 -161 -12%
QCG
348
Quadrant Capital Group
Ohio
$36K 1,106 +38 +4%
AIC
349
Archer Investment Corporation
Indiana
$33.4K 1,014 +500 +97%
BWP
350
Baldwin Wealth Partners
Massachusetts
$32K 956