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 %
NSB
376
Norway Savings Bank
Maine
$62K
BWA
377
BDO Wealth Advisors
Florida
$61K +$19.5K +437 +47%
QAM
378
QCI Asset Management
New York
$60K
Envestnet Asset Management
379
Envestnet Asset Management
Illinois
$59K -$17.4K -391 -23%
PHK
380
Point72 Hong Kong
Hong Kong
$58K +$10.4K +235 +22%
HI
381
Hudock Inc
Pennsylvania
$54K +$88 +2 +0.2%
PG
382
PEAK6 Group
Illinois
$54K +$54K +1,226 New
SWP
383
Stratos Wealth Partners
Ohio
$53K -$447 -10 -0.8%
WT
384
Whittier Trust
California
$43K
Northwestern Mutual Wealth Management
385
Northwestern Mutual Wealth Management
Wisconsin
$42K +$22.5K +504 +116%
FPFS
386
First Personal Financial Services
North Carolina
$40K -$27.4K -620 -41%
BAM
387
Bruderman Asset Management
New York
$40K +$40K +900 New
FMTCOCP
388
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$38.9K
WAM
389
Wealthspire Advisors (Maryland)
Maryland
$36K +$7.04K +159 +24%
TL
390
TrueWealth LLC
Georgia
$33K -$396 -9 -1%
ClearBridge Investments
391
ClearBridge Investments
New York
$33K
OIA
392
OneDigital Investment Advisors
Kansas
$27K
First Manhattan
393
First Manhattan
New York
$26K
VCM
394
Versant Capital Management
Arizona
$24K -$262 -6 -1%
PCP
395
Proficio Capital Partners
Massachusetts
$22K -$3.6K -81 -14%
MMG
396
Monetary Management Group
Missouri
$22K
TF
397
Tompkins Financial
New York
$22K +$15.2K +341 +221%
SWM
398
SeaCrest Wealth Management
New York
$20K
GAM
399
Gemmer Asset Management
California
$19K
CAL
400
Capital Advisors Ltd
Ohio
$18K