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 %
GC
326
Gratus Capital
Georgia
$258K
CBT
327
Capital Bank & Trust
California
$258K
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$254K -$18.5K -450 -7%
SFS
329
Sowell Financial Services
Arkansas
$254K +$227K +5,055 +837%
PP
330
Paloma Partners
Connecticut
$250K -$131K -3,201 -34%
BAM
331
Berkshire Asset Management
Pennsylvania
$248K
BWCS
332
Beirne Wealth Consulting Services
Connecticut
$248K
FIM
333
Freedom Investment Management
Connecticut
$247K -$38.7K -946 -14%
BFO
334
Boston Family Office
Massachusetts
$246K
HW
335
Hancock Whitney
Mississippi
$245K
MME
336
Meag Munich Ergo
Germany
$245K +$245K +5,977 New
CG
337
Colony Group
Massachusetts
$244K -$19K -462 -7%
PMAM
338
Penn Mutual Asset Management
Pennsylvania
$243K -$17.6K -430 -7%
KCM
339
Kendall Capital Management
Maryland
$240K
HWAM
340
Hennion & Walsh Asset Management
New Jersey
$238K +$238K +5,800 New
Squarepoint
341
Squarepoint
New York
$237K +$237K +5,767 New
BEAM
342
Baker Ellis Asset Management
Washington
$236K +$236K +5,750 New
FB
343
Fulton Bank
Pennsylvania
$235K -$51.7K -1,265 -18%
RJT
344
Raymond James Trust
Florida
$235K +$235K +5,712 New
MCM
345
Murphy Capital Management
New Jersey
$234K
IWAG
346
Integer Wealth Advisors Group
Georgia
$233K +$233K +5,571 New
LWAC
347
Laurel Wealth Advisors (California)
California
$230K -$27.6K -673 -11%
FWCM
348
Ferguson Wellman Capital Management
Oregon
$230K +$230K +5,613 New
DA
349
Doliver Advisors
Texas
$229K +$229K +5,595 New
CI Investments Inc
350
CI Investments Inc
Ontario, Canada
$228K -$13.2K -321 -5%