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 %
T
351
TOBAM
France
$31K 940 +940 New
VFA
352
Valeo Financial Advisors
Indiana
$30K 900 -72 -7%
CAW
353
Cornerstone Advisors (Washington)
Washington
$28K 858 -155 -15%
NSB
354
Norway Savings Bank
Maine
$28K 864
CIA
355
CSat Investment Advisory
Michigan
$28K 848 +113 +15%
FP
356
Fiduciary Planning
Florida
$27K 824 +824 New
EP
357
Eudaimonia Partners
Tennessee
$26K 803 -225 -22%
MAM
358
Meeder Asset Management
Ohio
$26K 794 +233 +42%
SFS
359
Sowell Financial Services
Arkansas
$25K 762 -189 -20%
MHR
360
Matthew Hamilton Rosenberg
$24K 728
SIAP
361
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$24K 720
HWA
362
Heritage Wealth Advisors
Virginia
$23.7K 720
ADL
363
Asset Dedication LLC
California
$21K 642
ECM
364
Estabrook Capital Management
New York
$20.5K 621
WT
365
Whittier Trust
California
$20K 600 -375 -38%
NFG
366
Next Financial Group
Texas
$20K 601 +601 New
FQ
367
First Quadrant
California
$20K 613 +613 New
JWM
368
Jeppson Wealth Management
California
$19K 565 +565 New
FFA
369
Founders Financial Alliance
North Carolina
$19K 574 +574 New
BCA
370
Berman Capital Advisors
Georgia
$18K 557 +11 +2%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$17K 527 +527 New
CFA
372
Carroll Financial Associates
North Carolina
$16K 487
NSIM
373
North Star Investment Management
Illinois
$16K 476
MMG
374
Monetary Management Group
Missouri
$16K 500
ST
375
Smithfield Trust
Pennsylvania
$16K 475 +260 +121%