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436 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, 140 increasing their positions, 147 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $6.72M | Put options by funds: $3.88M

17% more capital invested

Capital invested by funds: $4.5B → $5.27B (+$768M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 439436 (-3)

2% less first-time investments, than exits

New positions opened: 58 | Existing positions closed: 59

5% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 147

1.31% less ownership

Funds ownership: 80.86%79.55% (-1.3%)

Holders
436
Holders Change
-3
Holders Change %
-0.68%
% of All Funds
8.94%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
140
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
401
BerganKDV Wealth Management
Minnesota
$7K +$4.28K +141 +170%
TPCW
402
TD Private Client Wealth
New York
$6.14K
DAM
403
Delta Asset Management
Tennessee
$6K
EARNEST Partners
404
EARNEST Partners
Georgia
$5K
NL
405
NVWM LLC
Pennsylvania
$5K
SBL
406
Sargent Bickham Lagudis
Colorado
$5K
BSAM
407
Blue Square Asset Management
New York
$5K +$4.37K +144 New
AssetMark Inc
408
AssetMark Inc
California
$5K +$4.82K +159 New
AA
409
AlphaMark Advisors
Kentucky
$4K -$1.27K -42 -25%
FMII
410
Farmers & Merchants Investments Inc
Nebraska
$4K
SWM
411
Selective Wealth Management
Virginia
$4K
WEC
412
Winslow Evans & Crocker
Massachusetts
$4K
EFSCE
413
Enterprise Financial Services Corp (EFSC)
Missouri
$3K +$607 +20 +25%
CFD
414
Creative Financial Designs
Indiana
$3K +$2.61K +86 New
ZB
415
Zions Bancorporation
Utah
$3K +$3.21K +106 New
TWA
416
TCI Wealth Advisors
Arizona
$2K -$30 -1 -2%
BFC
417
Bedel Financial Consulting
Indiana
$2K
SFA
418
Semmax Financial Advisors
North Carolina
$2K
WCG
419
Weaver Consulting Group
California
$2K
FWM
420
Focused Wealth Management
New York
$2K +$30 +1 +2%
PCG
421
Private Capital Group
Connecticut
$2K +$1.88K +62 New
TFO
422
Tarbox Family Office
California
$2K +$1.91K +63 New
CCM
423
Cribstone Capital Management
Maine
$1K -$3.76K -124 -84%
GWS
424
Glassman Wealth Services
Virginia
$1K -$3.67K -121 -72%
PFGIA
425
Patriot Financial Group Insurance Agency
Massachusetts
$1K -$455 -15 -47%