471 hedge funds and large institutions have $5.82B invested in UGI in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+29
Holders Change %
+6.56%
% of All Funds
8.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
76
Increased
136
Reduced
161
Closed
43
Calls
$4.36M
Puts
$4.9M
Net Calls
-$539K
Net Calls Change
-$6.37M
Name Market Value Shares Shares
Change
Shares
Change %
BCA
401
Berman Capital Advisors
Georgia
$19K 559 +2 +0.4%
ST
402
Smithfield Trust
Pennsylvania
$17K 475
MMG
403
Monetary Management Group
Missouri
$17K 500
NSIM
404
North Star Investment Management
Illinois
$17K 476
CFA
405
Carroll Financial Associates
North Carolina
$16K 485 -2 -0.4%
BFG
406
Baron Financial Group
New Jersey
$15.7K 450
KPCM
407
Kings Point Capital Management
New York
$15K 433
GAM
408
Gemmer Asset Management
California
$14K 398
PFO
409
Pathstone Family Office
New Jersey
$13K 384 -98 -20%
JWA
410
JFS Wealth Advisors
Pennsylvania
$13K 382
First Manhattan
411
First Manhattan
New York
$13K 385
CAAS
412
Capital Asset Advisory Services
Michigan
$13K 364 +364 New
CCA
413
Childress Capital Advisors
Texas
$12K 329 +329 New
PCIA
414
Prime Capital Investment Advisors
Kansas
$11K 318
MF
415
Manchester Financial
California
$11K 318
CFN
416
Cordasco Financial Network
Florida
$11K 328
LF
417
Lee Financial
Texas
$11K 302
ECM
418
Estabrook Capital Management
New York
$10.6K 303 -318 -51%
RFA
419
Reilly Financial Advisors
California
$10K 300
BWM
420
BerganKDV Wealth Management
Minnesota
$10K 279 +53 +23%
VCG
421
Vantage Consulting Group
Virginia
$10K 276 +276 New
IAIM
422
International Assets Investment Management
Florida
$10K 279 +279 New
BFEC
423
Benjamin F. Edwards & Company
Missouri
$9K 255
BWL
424
Bogart Wealth LLC
Virginia
$9K 273
PWPS
425
Pinnacle Wealth Planning Services
Ohio
$9K 265 +265 New