424 hedge funds and large institutions have $6.59B invested in UGI in 2017 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 145 increasing their positions, 157 reducing their positions, and 35 closing their positions.

Holders
424
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
10.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
37
Increased
145
Reduced
157
Closed
35
Calls
$2.91M
Puts
$658K
Net Calls
+$2.25M
Net Calls Change
-$6.81M
Name Market Value Shares Shares
Change
Shares
Change %
BAM
376
Bruderman Asset Management
New York
$44K 900 +900 New
FMTCOCP
377
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$42.4K 876
Simplex Trading
378
Simplex Trading
Illinois
$41K 847 +847 New
ClearBridge Investments
379
ClearBridge Investments
New York
$36K 750
GI
380
Gradient Investments
Minnesota
$35K 718
BWA
381
BDO Wealth Advisors
Florida
$35K 730 +730 New
WCBA
382
Weaver C. Barksdale & Associates
Tennessee
$30K 615 -9 -1%
AIM
383
Acrospire Investment Management
Illinois
$30K 615 +101 +20%
WT
384
Whittier Trust
California
$29K 600
OIA
385
OneDigital Investment Advisors
Kansas
$29K 603 +603 New
VCM
386
Versant Capital Management
Arizona
$27K 574 -33 -5%
HMS
387
Hanseatic Management Services
New Mexico
$27K 558 +40 +8%
PA
388
Parallel Advisors
California
$26K 522
Loomis, Sayles & Company
389
Loomis, Sayles & Company
Massachusetts
$23K 466 -105 -18%
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$22K 455
GAM
391
Gemmer Asset Management
California
$21K 426
CAL
392
Capital Advisors Ltd
Ohio
$19K 399
Bessemer Group
393
Bessemer Group
New Jersey
$16K 322 -128 -28%
CFN
394
Cordasco Financial Network
Florida
$16K 328
AIM
395
Advantage Investment Management
Iowa
$16K 335 +335 New
WA
396
Winfield Associates
Ohio
$15K 309 +50 +19%
RFA
397
Reilly Financial Advisors
California
$15K 300 +300 New
HWP
398
Hefty Wealth Partners
Indiana
$14K 307
SBL
399
Sargent Bickham Lagudis
Colorado
$11K 227
GEA
400
Glen Eagle Advisors
New Jersey
$10.9K 225