471 hedge funds and large institutions have $5.82B invested in UGI in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+29
Holders Change %
+6.56%
% of All Funds
8.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
76
Increased
136
Reduced
161
Closed
43
Calls
$4.36M
Puts
$4.9M
Net Calls
-$539K
Net Calls Change
-$6.37M
Name Market Value Shares Shares
Change
Shares
Change %
CWP
376
Concord Wealth Partners
Virginia
$45K 1,274 +1,274 New
JWM
377
Janiczek Wealth Management
Colorado
$45K 1,301 +1,301 New
WIM
378
Wilen Investment Management
Florida
$43K 1,258 +1,258 New
PI
379
PEAK6 Investments
Illinois
$42K 1,214 -3,860 -76%
FF
380
FourThought Financial
Florida
$42K 1,212 +1,212 New
CFGS
381
Concourse Financial Group Securities
Alabama
$39K 1,101 -661 -38%
VFA
382
Valeo Financial Advisors
Indiana
$37K 1,069 +169 +19%
GLLW
383
Graves Light Lenhart Wealth
Virginia
$36K 1,019 +1,019 New
M
384
MOTCO
Texas
$34K 965 +956 +10,622%
HI
385
Hudock Inc
Pennsylvania
$33K 955 -225 -19%
T
386
TOBAM
France
$33K 940
BWP
387
Baldwin Wealth Partners
Massachusetts
$33K 956
SIAG
388
Safeguard Investment Advisory Group
California
$33K 964 +964 New
Bessemer Group
389
Bessemer Group
New Jersey
$32K 898 +560 +166%
NSB
390
Norway Savings Bank
Maine
$30K 864
FP
391
Fiduciary Planning
Florida
$29K 833 +9 +1%
EP
392
Eudaimonia Partners
Tennessee
$28K 808 +5 +0.6%
Fifth Third Bancorp
393
Fifth Third Bancorp
Ohio
$28K 806 +279 +53%
HWA
394
Heritage Wealth Advisors
Virginia
$25K 720
SIAP
395
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$25K 720
ADL
396
Asset Dedication LLC
California
$22K 642
H
397
Hexavest
Quebec, Canada
$22K 641 +351 +121%
SFS
398
Sowell Financial Services
Arkansas
$21K 604 -158 -21%
FQ
399
First Quadrant
California
$21K 613
WT
400
Whittier Trust
California
$21K 600