427 hedge funds and large institutions have $6.21B invested in UGI in 2016 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 151 increasing their positions, 122 reducing their positions, and 28 closing their positions.

Holders
427
Holders Change
+51
Holders Change %
+13.56%
% of All Funds
11.41%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.13%
New
82
Increased
151
Reduced
122
Closed
28
Calls
$5.45M
Puts
$2.61M
Net Calls
+$2.84M
Net Calls Change
-$17.1M
Name Market Value Shares Shares
Change
Shares
Change %
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$11K 240 -165 -41%
CPIG
402
Chicago Partners Investment Group
Illinois
$10K 225
KT
403
Kanaly Trust
Texas
$9K 206
Northwestern Mutual Wealth Management
404
Northwestern Mutual Wealth Management
Wisconsin
$9K 184 +43 +30%
IWM
405
Integrated Wealth Management
California
$8K 180
WAM
406
Wealthspire Advisors (Maryland)
Maryland
$6K 134 -5 -4%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$6K 124
SNT
408
Security National Trust
West Virginia
$5K 105
PCTC
409
Perkins Coie Trust Company
Washington
$5K 100 +100 New
AssetMark Inc
410
AssetMark Inc
California
$4K 85 -2,424 -97%
SF
411
Synovus Financial
Georgia
$4K 97
WEC
412
Winslow Evans & Crocker
Massachusetts
$3.67K 82 +1 +1%
HIM
413
Hillsdale Investment Management
Ontario, Canada
$3K 60
AIS
414
Accurate Investment Solutions
Pennsylvania
$3K 55
CFG
415
Citizens Financial Group
Rhode Island
$3K 76 +35 +85%
MCM
416
MV Capital Management
Maryland
$3K 57 +57 New
Fifth Third Bancorp
417
Fifth Third Bancorp
Ohio
$2K 45
DSC
418
Duncker Streett & Co
Missouri
$2K 55
IAS
419
INR Advisory Services
Pennsylvania
$2K 51
WA
420
Winfield Associates
Ohio
$2K 50
TWA
421
TCI Wealth Advisors
Arizona
$2K 51
CF
422
CenterStar Fund
Illinois
CAW
423
Cornerstone Advisors (Washington)
Washington
$2K 34 +34 New
QCG
424
Quadrant Capital Group
Ohio
$2K 66 +45 +214%
DPA
425
Delphi Private Advisors
California
$1K 30 +19 +173%