433 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 147 reducing their positions, and 59 closing their positions.

Holders
433
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Market Value Shares Shares
Change
Shares
Change %
EARNEST Partners
401
EARNEST Partners
Georgia
$5K 153
SBL
402
Sargent Bickham Lagudis
Colorado
$5K 159
NL
403
NVWM LLC
Pennsylvania
$5K 158
BSAM
404
Blue Square Asset Management
New York
$5K 144 +144 New
AssetMark Inc
405
AssetMark Inc
California
$5K 159 +159 New
AA
406
AlphaMark Advisors
Kentucky
$4K 127 -42 -25%
FMII
407
Farmers & Merchants Investments Inc
Nebraska
$4K 124
SWM
408
Selective Wealth Management
Virginia
$4K 111
WEC
409
Winslow Evans & Crocker
Massachusetts
$4K 140
EFSCE
410
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 100 +20 +25%
CFD
411
Creative Financial Designs
Indiana
$3K 86 +86 New
ZB
412
Zions Bancorporation
Utah
$3K 106 +106 New
TWA
413
TCI Wealth Advisors
Arizona
$2K 61 -1 -2%
SFA
414
Semmax Financial Advisors
North Carolina
$2K 71
BFC
415
Bedel Financial Consulting
Indiana
$2K 63
WCG
416
Weaver Consulting Group
California
$2K 71
FWM
417
Focused Wealth Management
New York
$2K 56 +1 +2%
PCG
418
Private Capital Group
Connecticut
$2K 62 +62 New
TFO
419
Tarbox Family Office
California
$2K 63 +63 New
CCM
420
Cribstone Capital Management
Maine
$1K 24 -124 -84%
GWS
421
Glassman Wealth Services
Virginia
$1K 47 -121 -72%
PFGIA
422
Patriot Financial Group Insurance Agency
Massachusetts
$1K 17 -15 -47%
GFPC
423
Global Financial Private Capital
Florida
$1K 24
PWMG
424
Prestige Wealth Management Group
New Jersey
$1K 19
TFS
425
TrustCore Financial Services
Tennessee
$1K 43