451 hedge funds and large institutions have $6.33B invested in UGI in 2017 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 138 increasing their positions, 151 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
451
Holders Change
+37
Holders Change %
+8.94%
% of All Funds
10.24%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
67
Increased
138
Reduced
151
Closed
29
Calls
$17.9M
Puts
$216K
Net Calls
+$17.7M
Net Calls Change
+$5.31M
Name Holding Trade Value Shares
Change
Shares
Change %
OIA
401
OneDigital Investment Advisors
Kansas
$28K
PCP
402
Proficio Capital Partners
Massachusetts
$27K -$20.7K -441 -43%
First Manhattan
403
First Manhattan
New York
$27K
VCM
404
Versant Capital Management
Arizona
$26K
MMG
405
Monetary Management Group
Missouri
$23K
SWM
406
SeaCrest Wealth Management
New York
$21K +$21K +450 New
GAM
407
Gemmer Asset Management
California
$20K
PA
408
Parallel Advisors
California
$20K
AIM
409
Advantage Investment Management
Iowa
$20K +$4.05K +85 +25%
Northwestern Mutual Wealth Management
410
Northwestern Mutual Wealth Management
Wisconsin
$20K +$18.2K +396 +1,015%
CAL
411
Capital Advisors Ltd
Ohio
$19K
STA
412
Summit Trail Advisors
New York
$16K +$16K +334 New
WA
413
Winfield Associates
Ohio
$15K -$873 -17 -6%
Bessemer Group
414
Bessemer Group
New Jersey
$15K
CFN
415
Cordasco Financial Network
Florida
$15K
HWP
416
Hefty Wealth Partners
Indiana
$14K
RFA
417
Reilly Financial Advisors
California
$14K
QCG
418
Quadrant Capital Group
Ohio
$13K
CAPTRUST Financial Advisors
419
CAPTRUST Financial Advisors
North Carolina
$12K +$12K +255 New
CPIG
420
Chicago Partners Investment Group
Illinois
$11K
SBL
421
Sargent Bickham Lagudis
Colorado
$11K
GEA
422
Glen Eagle Advisors
New Jersey
$10.6K
EA
423
Edge Advisors
Georgia
$10K +$2.62K +60 +36%
FMA
424
FNY Managed Accounts
New York
$9K +$3.39K +75 +60%
TF
425
Tompkins Financial
New York
$7K +$3.36K +74 +93%