428 hedge funds and large institutions have $6.11B invested in UGI in 2016 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 148 increasing their positions, 136 reducing their positions, and 37 closing their positions.

Holders
428
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
11.44%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.08%
New
40
Increased
148
Reduced
136
Closed
37
Calls
$1.1M
Puts
$2.76M
Net Calls
-$1.66M
Net Calls Change
-$4.5M
Name Market Value Shares Shares
Change
Shares
Change %
Loomis, Sayles & Company
401
Loomis, Sayles & Company
Massachusetts
$9K 206 -34 -14%
KT
402
Kanaly Trust
Texas
$9K 206
IWM
403
Integrated Wealth Management
California
$8K 180
FMII
404
Farmers & Merchants Investments Inc
Nebraska
$6K 124
PCTC
405
Perkins Coie Trust Company
Washington
$5K 100
SNT
406
Security National Trust
West Virginia
$5K 105
IUHSA
407
Itau Unibanco Holding S.A.
Brazil
$5K 100 +100 New
AssetMark Inc
408
AssetMark Inc
California
$4K 85
SF
409
Synovus Financial
Georgia
$4K 97
BGIM
410
Brandywine Global Investment Management
Pennsylvania
$4K 76 +76 New
WEC
411
Winslow Evans & Crocker
Massachusetts
$3.67K 82
CFG
412
Citizens Financial Group
Rhode Island
$3K 68 -8 -11%
MCM
413
MV Capital Management
Maryland
$3K 57
AIS
414
Accurate Investment Solutions
Pennsylvania
$3K 55
HIM
415
Hillsdale Investment Management
Ontario, Canada
$3K 70 +10 +17%
DSC
416
Duncker Streett & Co
Missouri
$2K 55
CAW
417
Cornerstone Advisors (Washington)
Washington
$2K 34
IAS
418
INR Advisory Services
Pennsylvania
$2K 51
WA
419
Winfield Associates
Ohio
$2K 50
TWA
420
TCI Wealth Advisors
Arizona
$2K 51
QCG
421
Quadrant Capital Group
Ohio
$2K 66
WTB
422
Washington Trust Bank
Washington
$2K 53 +53 New
GC
423
Globeflex Capital
California
$1K 20 -31,664 -100%
DPA
424
Delphi Private Advisors
California
$1K 30
ACH
425
ArrowMark Colorado Holdings
Colorado
$1K 33 +33 New