428 hedge funds and large institutions have $6.11B invested in UGI in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 37 closing their positions.

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
11.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
40
Increased
148
Reduced
136
Closed
37
Calls
$1.1M
Puts
$2.76M
Net Calls
-$1.66M
Net Calls Change
-$4.5M
Name Market Value Shares Shares
Change
Shares
Change %
CP
376
Corbenic Partners
Pennsylvania
$41K 915 -204 -18%
BKA
377
Brick & Kyle Associates
Pennsylvania
$41K 903
BAM
378
Bruderman Asset Management
New York
$41K 900
CFA
379
CT Financial Advisors
Pennsylvania
$40.7K 900
ClearBridge Investments
380
ClearBridge Investments
New York
$34K 750
LWM
381
LBA Wealth Management
Florida
$33K 730
GI
382
Gradient Investments
Minnesota
$32K 718
Walleye Trading
383
Walleye Trading
New York
$30K 661 -1,100 -62%
VCM
384
Versant Capital Management
Arizona
$29K 662
WT
385
Whittier Trust
California
$27K 600
WCBA
386
Weaver C. Barksdale & Associates
Tennessee
$27K 598 +8 +1%
HMS
387
Hanseatic Management Services
New Mexico
$25K 562 +136 +32%
NYLT
388
New York Life Trust
New York
$23K 519 -385 -43%
PCP
389
Proficio Capital Partners
Massachusetts
$23K 500
TCIM
390
TIAA CREF Investment Management
New York
$22.6K 498,976 -209,314 -30%
SAMC
391
Shinko Asset Management Company
Japan
$20K 440
GAM
392
Gemmer Asset Management
California
$19K 426
CAL
393
Capital Advisors Ltd
Ohio
$18K 399
CFN
394
Cordasco Financial Network
Florida
$15K 328
DBT
395
Dubuque Bank & Trust
Iowa
$13K 294
DADC
396
D.A. Davidson & Co
Montana
$13K 307
HWP
397
Hefty Wealth Partners
Indiana
$13K 307
VOYA Investment Management
398
VOYA Investment Management
Georgia
$12.9K 286,091 +11,328 +4%
CPIG
399
Chicago Partners Investment Group
Illinois
$10K 225
WAM
400
Wealthspire Advisors (Maryland)
Maryland
$10K 210 +76 +57%