448 hedge funds and large institutions have $7.21B invested in UGI in 2018 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 145 increasing their positions, 158 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
448
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
10.27%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.11%
New
46
Increased
145
Reduced
158
Closed
41
Calls
$6.9M
Puts
$3.89M
Net Calls
+$3.01M
Net Calls Change
-$11.9M
Name Holding Trade Value Shares
Change
Shares
Change %
SIM
376
Sonora Investment Management
Arizona
$98K
RFWA
377
RPg Family Wealth Advisory
Massachusetts
$93.7K
PCG
378
Private Capital Group
Connecticut
$91K
VFA
379
Valeo Financial Advisors
Indiana
$89K
HNB
380
Huntington National Bank
Ohio
$86K -$780 -15 -0.9%
PCA
381
Peddock Capital Advisors
Massachusetts
$86K
OWA
382
One Wealth Advisors
California
$83K -$1.36K -26 -2%
ASN
383
Advisory Services Network
Georgia
$79K -$28.3K -537 -26%
NSB
384
Norway Savings Bank
Maine
$73K
BWA
385
BDO Wealth Advisors
Florida
$73K +$2.18K +42 +3%
Envestnet Asset Management
386
Envestnet Asset Management
Illinois
$73K +$4.06K +78 +6%
QAM
387
QCI Asset Management
New York
$70K
CG
388
Cutler Group
California
$64K -$15.9K -309 -20%
HI
389
Hudock Inc
Pennsylvania
$64K +$104 +2 +0.2%
WAM
390
Wealthspire Advisors (Maryland)
Maryland
$58K +$15.7K +303 +37%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$54K +$4.91K +94 +10%
WT
392
Whittier Trust
California
$51K
BAM
393
Bruderman Asset Management
New York
$47K
CAL
394
Capital Analysts LLC
Pennsylvania
$47K +$47K +900 New
FMTCOCP
395
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$46K
FHA
396
Flagship Harbor Advisors
Massachusetts
$40K +$40K +777 New
ClearBridge Investments
397
ClearBridge Investments
New York
$39K
TL
398
TrueWealth LLC
Georgia
$39K
TG
399
TLP Group
Illinois
$38K -$269K -5,112 -88%
OIA
400
OneDigital Investment Advisors
Kansas
$31K