414 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 141 reducing their positions, and 42 closing their positions.

Holders
414
Holders Change
-10
Holders Change %
-2.36%
% of All Funds
10.34%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
35
Increased
144
Reduced
141
Closed
42
Calls
$13M
Puts
$585K
Net Calls
+$12.4M
Net Calls Change
+$10.1M
Name Market Value Shares Shares
Change
Shares
Change %
FANJ
351
Financial Architects (New Jersey)
New Jersey
$75K 1,606
TRCT
352
Tower Research Capital (TRC)
New York
$74K 1,566 +1,465 +1,450%
NFG
353
Next Financial Group
Texas
$71K 1,500 -29 -2%
FPFS
354
First Personal Financial Services
North Carolina
$71K 1,525
EWM
355
Endurance Wealth Management
Rhode Island
$70K 1,500
ASN
356
Advisory Services Network
Georgia
$70K 1,484
NSB
357
Norway Savings Bank
Maine
$66K 1,400
QAM
358
QCI Asset Management
New York
$63K 1,342
Envestnet Asset Management
359
Envestnet Asset Management
Illinois
$57K 1,209 -14,632 -92%
HI
360
Hudock Inc
Pennsylvania
$57K 1,230 +1 +0.1%
NIT
361
NumerixS Investment Technologies
British Columbia, Canada
$56K 1,200 -7,290 -86%
PCP
362
Proficio Capital Partners
Massachusetts
$48K 1,017 -201 -17%
NIPH
363
NN Investment Partners Holdings
Netherlands
$48K 1,000
CP
364
Corbenic Partners
Pennsylvania
$44K 930 +5 +0.5%
FMTCOCP
365
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$41K 876
JIR
366
James Investment Research
Ohio
$35K 751 -276,113 -100%
ClearBridge Investments
367
ClearBridge Investments
New York
$35K 750
BWA
368
BDO Wealth Advisors
Florida
$34K 730
WCBA
369
Weaver C. Barksdale & Associates
Tennessee
$30K 639 +24 +4%
WT
370
Whittier Trust
California
$28K 600
OIA
371
OneDigital Investment Advisors
Kansas
$28K 603
First Manhattan
372
First Manhattan
New York
$27K 586 -520 -47%
Loomis, Sayles & Company
373
Loomis, Sayles & Company
Massachusetts
$27K 585 +119 +26%
VCM
374
Versant Capital Management
Arizona
$26K 556 -18 -3%
VFA
375
Valeo Financial Advisors
Indiana
$25K 536 +536 New