494 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.

Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
153
Reduced
152
Closed
50
Calls
$5.89M
Puts
$4.55M
Net Calls
+$1.34M
Net Calls Change
+$1.88M
Name Market Value Shares Shares
Change
Shares
Change %
FF
401
FourThought Financial
Florida
$50K 1,234 +22 +2%
Bessemer Group
402
Bessemer Group
New Jersey
$49K 1,198 +300 +33%
AP
403
Arlington Partners
Alabama
$47K 1,142 +1,142 New
Fifth Third Bancorp
404
Fifth Third Bancorp
Ohio
$46K 1,110 +304 +38%
GLLW
405
Graves Light Lenhart Wealth
Virginia
$42K 1,019
WP
406
WealthShield Partners
North Carolina
$41K 1,000 +1,000 New
BWP
407
Baldwin Wealth Partners
Massachusetts
$39K 956
T
408
TOBAM
France
$39K 940
HI
409
Hudock Inc
Pennsylvania
$39K 955
AIL
410
AGF Investments LLC
Ontario, Canada
$38K 930 +930 New
VFA
411
Valeo Financial Advisors
Indiana
$37K 900 -169 -16%
NSB
412
Norway Savings Bank
Maine
$35K 864
FP
413
Fiduciary Planning
Florida
$34K 840 +7 +0.8%
CFGS
414
Concourse Financial Group Securities
Alabama
$33K 788 -313 -28%
EP
415
Eudaimonia Partners
Tennessee
$33K 813 +5 +0.6%
SIAP
416
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$30K 720
CG
417
Cutler Group
California
$30K 743 +680 +1,079%
HWA
418
Heritage Wealth Advisors
Virginia
$29.5K 720
SQA
419
Simon Quick Advisors
New Jersey
$29K 725 +725 New
CCC
420
Crescent Capital Consulting
Louisiana
$28K 696 +696 New
ADL
421
Asset Dedication LLC
California
$26K 642
H
422
Hexavest
Quebec, Canada
$26K 641
BCA
423
Berman Capital Advisors
Georgia
$23K 561 +2 +0.4%
RMC
424
Resources Management Corp
Connecticut
$21K 500 -1,000 -67%
M
425
MOTCO
Texas
$20K 478 -487 -50%