488 hedge funds and large institutions have $7.48B invested in UGI in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 78 closing their positions.

Holders
488
Holders Change
-20
Holders Change %
-3.94%
% of All Funds
9.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
147
Reduced
177
Closed
78
Calls
$2.6M
Puts
$11.7M
Net Calls
-$9.13M
Net Calls Change
+$1.63M
Name Market Value Shares Shares
Change
Shares
Change %
TA
401
TFG Advisers
Michigan
$35K 787 +787 New
MAM
402
Meeder Asset Management
Ohio
$34K 767 -31,427 -98%
FANJ
403
Financial Architects (New Jersey)
New Jersey
$34K 754
TL
404
TrueWealth LLC
Georgia
$34K 750
FHA
405
Flagship Harbor Advisors
Massachusetts
$34K 763 +26 +4%
HWA
406
Heritage Wealth Advisors
Virginia
$32.5K 720
SIAP
407
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$32K 720
KPW
408
Kore Private Wealth
New York
$30K 657 +657 New
ADL
409
Asset Dedication LLC
California
$29K 642
FMTCOCP
410
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K 576
FCA
411
FinTrust Capital Advisors
South Carolina
$23K 515 -140 -21%
MMG
412
Monetary Management Group
Missouri
$23K 500
CFA
413
Carroll Financial Associates
North Carolina
$21K 487
NSIM
414
North Star Investment Management
Illinois
$21K 476
BUB
415
BBVA USA Bancshares
Texas
$21K 459 +459 New
Walleye Trading
416
Walleye Trading
New York
$21K 466 +466 New
FIB
417
First Interstate Bank
Montana
$20K 433 -2,251 -84%
MCM
418
McMillion Capital Management
North Carolina
$20K 440 -574 -57%
KPCM
419
Kings Point Capital Management
New York
$20K 433
CIA
420
CSat Investment Advisory
Michigan
$20K 449 +48 +12%
WCG
421
Weaver Consulting Group
California
$19K 371 +26 +8%
CAL
422
Capital Advisors Ltd
Ohio
$18K 399
First Manhattan
423
First Manhattan
New York
$17K 385 -259 -40%
SBL
424
Sargent Bickham Lagudis
Colorado
$17K 386
JWA
425
JFS Wealth Advisors
Pennsylvania
$17K 382