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 %
BWP
351
Baldwin Wealth Partners
Massachusetts
$30K 956
NSB
352
Norway Savings Bank
Maine
$27K 864
TL
353
TrueWealth LLC
Georgia
$24K 750
FANJ
354
Financial Architects (New Jersey)
New Jersey
$23K 733 -2,100 -74%
CIA
355
CSat Investment Advisory
Michigan
$23K 735 +198 +37%
MHR
356
Matthew Hamilton Rosenberg
$23K 728 +728 New
HWA
357
Heritage Wealth Advisors
Virginia
$22.9K 720
SIAP
358
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$22K 720
ADL
359
Asset Dedication LLC
California
$20K 642
KPW
360
Kore Private Wealth
New York
$20K 657
ECM
361
Estabrook Capital Management
New York
$19.7K 621
MAM
362
Meeder Asset Management
Ohio
$18K 561 -11,313 -95%
FMTCOCP
363
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$18K 576
BCA
364
Berman Capital Advisors
Georgia
$17K 546 +34 +7%
AIC
365
Archer Investment Corporation
Indiana
$16.3K 514 -644 -56%
MMG
366
Monetary Management Group
Missouri
$16K 500
Rockefeller Capital Management
367
Rockefeller Capital Management
New York
$15K 468 -2,317 -83%
Bessemer Group
368
Bessemer Group
New Jersey
$15K 457 -376 -45%
NSIM
369
North Star Investment Management
Illinois
$15K 476
CFA
370
Carroll Financial Associates
North Carolina
$15K 487
KPCM
371
Kings Point Capital Management
New York
$14K 433
GAM
372
Gemmer Asset Management
California
$13K 398
CDIA
373
Capital Directions Investment Advisors
Georgia
$12K 382
JWA
374
JFS Wealth Advisors
Pennsylvania
$12K 382
First Manhattan
375
First Manhattan
New York
$12K 385