436 hedge funds and large institutions have $4.5B invested in UGI in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 150 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-52
Holders Change %
-10.66%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
52
Increased
141
Reduced
150
Closed
100
Calls
$680K
Puts
$1.76M
Net Calls
-$1.08M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Shares
Change %
CYG
376
Clean Yield Group
Vermont
$9K
CFN
377
Cordasco Financial Network
Florida
$9K
PCIA
378
Prime Capital Investment Advisors
Kansas
$8K
MF
379
Manchester Financial
California
$8K
RFA
380
Reilly Financial Advisors
California
$8K
LF
381
Lee Financial
Texas
$8K
CB
382
CNB Bank
Pennsylvania
$8K
H
383
Hexavest
Quebec, Canada
$8K +$8K +290 New
BFEC
384
Benjamin F. Edwards & Company
Missouri
$7K -$1.59K -58 -19%
VCM
385
Versant Capital Management
Arizona
$7K -$53 -2 -0.8%
DSC
386
Duncker Streett & Co
Missouri
$7K
BWL
387
Bogart Wealth LLC
Virginia
$7K
AF
388
Advisornet Financial
Minnesota
$7K +$57 +2 +0.8%
GEA
389
Glen Eagle Advisors
New Jersey
$6K
TAIM
390
TD Ameritrade Investment Management
Nebraska
$6K +$1K +40 +20%
TPCW
391
TD Private Client Wealth
New York
$5.15K +$5.15K +193 New
BCM
392
Blume Capital Management
California
$5K
DAM
393
Delta Asset Management
Tennessee
$5K
AA
394
AlphaMark Advisors
Kentucky
$5K +$1.24K +42 +33%
AC
395
AlphaCore Capital
California
$5K +$5K +191 New
MWM
396
MBE Wealth Management
Wisconsin
$5K +$5K +213 New
WQ
397
Wealth Quarterback
New Jersey
$4.67K +$4.67K +175 New
CCM
398
Cribstone Capital Management
Maine
$4K -$264K -9,761 -99%
SFPG
399
Stonebridge Financial Planning Group
Florida
$4K -$60.3K -1,913 -94%
SBL
400
Sargent Bickham Lagudis
Colorado
$4K -$5.71K -227 -59%