436 hedge funds and large institutions have $4.5B invested in UGI in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 141 increasing their positions, 150 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
436
Holders Change
-52
Holders Change %
-10.66%
% of All Funds
9.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
52
Increased
141
Reduced
150
Closed
100
Calls
$680K
Puts
$1.76M
Net Calls
-$1.08M
Net Calls Change
+$8.06M
Name Holding Trade Value Shares
Change
Shares
Change %
RCA
401
Ranch Capital Advisors
Florida
$4K -$2.41K -102 -38%
EARNEST Partners
402
EARNEST Partners
Georgia
$4K
WEC
403
Winslow Evans & Crocker
Massachusetts
$4K
NL
404
NVWM LLC
Pennsylvania
$4K
EWM
405
EPG Wealth Management
Georgia
$4K +$24 +1 +0.6%
GWS
406
Glassman Wealth Services
Virginia
$4K +$2.26K +95 +130%
AF
407
Allworth Financial
California
$4K +$4K +147 New
BWM
408
Baystate Wealth Management
Massachusetts
$4K +$4K +150 New
SWM
409
Selective Wealth Management
Virginia
$3K
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$3K
WCG
411
Weaver Consulting Group
California
$2K -$8.45K -300 -81%
SFA
412
Semmax Financial Advisors
North Carolina
$2K
ST
413
Smithfield Trust
Pennsylvania
$2K
BFC
414
Bedel Financial Consulting
Indiana
$2K
TWA
415
TCI Wealth Advisors
Arizona
$2K +$355 +11 +22%
PFBT
416
Parkside Financial Bank & Trust
Missouri
$2K +$2K +75 New
EFSCE
417
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$2K +80 New
BWM
418
BerganKDV Wealth Management
Minnesota
$2K +$2K +83 New
OAM
419
Optimal Asset Management
California
$1.88K +$987 +36,993 +110%
Canada Pension Plan Investment Board
420
Canada Pension Plan Investment Board
Ontario, Canada
$1K -$5.66M -56,633 -100%
TFS
421
TrustCore Financial Services
Tennessee
$1K -$3K -129 -75%
SIS
422
Sound Income Strategies
Florida
$1K
GFPC
423
Global Financial Private Capital
Florida
$1K
CCA
424
Column Capital Advisors
Indiana
$1K
FWM
425
Focused Wealth Management
New York
$1K