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 %
WB
351
Webster Bank
Connecticut
$168K
HFM
352
Hartford Financial Management
Connecticut
$166K
RAM
353
Riggs Asset Management
Pennsylvania
$165K
BWA
354
Burt Wealth Advisors
Maryland
$160K
EOJOAM
355
E. Ohman J:or Asset Management
Sweden
$160K
Nordea Investment Management
356
Nordea Investment Management
Sweden
$150K
Macquarie Group
357
Macquarie Group
Australia
$129K -$111K -2,500 -46%
VIA
358
Vantage Investment Advisors
Pennsylvania
$116K +$33.4K +750 +40%
Fuller & Thaler Asset Management
359
Fuller & Thaler Asset Management
California
$116K +$38.1K +855 +49%
LS
360
Livforsakringsbolaget Skandia
Sweden
$115K
LA
361
Legacy Advisors
Pennsylvania
$115K
OFS
362
Orrstown Financial Services
Pennsylvania
$111K +$107K +2,402 +2,699%
FIB
363
First Interstate Bank
Montana
$100K
MA
364
MCF Advisors
Kentucky
$100K
ASN
365
Advisory Services Network
Georgia
$91K -$1.52K -34 -2%
SO
366
STRS Ohio
Ohio
$87K -$2.88K -65 -3%
SIM
367
Sonora Investment Management
Arizona
$83.3K
RFWA
368
RPg Family Wealth Advisory
Massachusetts
$80K
PCG
369
Private Capital Group
Connecticut
$78K +$78K +1,740 New
HNB
370
Huntington National Bank
Ohio
$74K -$2.79K -63 -4%
VFA
371
Valeo Financial Advisors
Indiana
$73K
PCA
372
Peddock Capital Advisors
Massachusetts
$73K
OWA
373
One Wealth Advisors
California
$72K -$5.09K -114 -7%
CG
374
Cutler Group
California
$68K +$65.8K +1,500 +3,000%
EWM
375
Endurance Wealth Management
Rhode Island
$67K