447 hedge funds and large institutions have $6.11B invested in UGI in 2018 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 153 increasing their positions, 148 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
-4
Holders Change %
-0.89%
% of All Funds
10.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
48
Increased
153
Reduced
148
Closed
46
Calls
$17.3M
Puts
$2.34M
Net Calls
+$14.9M
Net Calls Change
-$2.76M
Name Holding Trade Value Shares
Change
Shares
Change %
MPWT
426
MassMutual Private Wealth & Trust
Connecticut
$4.93K +$4.93K +111 New
IWM
427
IHT Wealth Management
Illinois
$4K
ST
428
Smithfield Trust
Pennsylvania
$4K
OPWM
429
Oak Point Wealth Management
Michigan
$4K
HIM
430
Hillsdale Investment Management
Ontario, Canada
$4K +$1K +20 +33%
S
431
SignatureFD
Georgia
$4K +$4K +87 New
WEC
432
Winslow Evans & Crocker
Massachusetts
$3.6K
BFEC
433
Benjamin F. Edwards & Company
Missouri
$3K
PGA
434
Premia Global Advisors
Florida
$3K
GI
435
Gradient Investments
Minnesota
$2K -$42.2K -718 -95%
QCG
436
Quadrant Capital Group
Ohio
$2K -$5.63K -242 -74%
IAS
437
INR Advisory Services
Pennsylvania
$2K -$38 -1 -2%
DSC
438
Duncker Streett & Co
Missouri
$2K
TWA
439
TCI Wealth Advisors
Arizona
$2K
AIS
440
Accurate Investment Solutions
Pennsylvania
$2K
CAW
441
Cornerstone Advisors (Washington)
Washington
$2K +$2K +36 New
MF
442
MHI Funds
New York
$2K +$2K +38 New
TIM
443
Tortoise Investment Management
New York
$1K
ACS
444
Archford Capital Strategies
Illinois
$1K +$1K +21 New
BGIM
445
Brandywine Global Investment Management
Pennsylvania
-$7M -149,093 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
446
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$5.2M -110,700 Closed
Susquehanna International Group
447
Susquehanna International Group
Pennsylvania
-$3.51M -74,824 Closed
HI
448
HBK Investments
Texas
-$2.12M -45,200 Closed
AIM
449
Assured Investment Management
New York
-$2.12M -45,134 Closed
Schroder Investment Management Group
450
Schroder Investment Management Group
United Kingdom
-$1.81M -38,600 Closed