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488 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,112% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $926K

26% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 43

2% more funds holding

Funds holding: 479488 (+9)

4% more capital invested

Capital invested by funds: $7.47B → $7.77B (+$307M)

4% more repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 162

0.14% less ownership

Funds ownership: 81.04%80.9% (-0.14%)

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

Holders
488
Holders Change
+9
Holders Change %
+1.88%
% of All Funds
10.56%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
54
Increased
168
Reduced
162
Closed
43
Calls
$20.5M
Puts
$926K
Net Calls
+$19.6M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
426
Heritage Wealth Advisors
Virginia
$40.6K
SIAP
427
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
WAM
428
Wealthspire Advisors (Maryland)
Maryland
$39K -$16.7K -305 -30%
SHIM
429
Stone House Investment Management
Pennsylvania
$39K +$38.6K +705 New
FHB
430
First Hawaiian Bank
Hawaii
$38K -$296K -5,414 -89%
ADL
431
Asset Dedication LLC
California
$36K
ClearBridge Investments
432
ClearBridge Investments
New York
$33K -$8.21K -150 -20%
OIA
433
OneDigital Investment Advisors
Kansas
$33K
FMTCOCP
434
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
CWM
435
Cedar Wealth Management
California
$28K
MMG
436
Monetary Management Group
Missouri
$28K
VCM
437
Versant Capital Management
Arizona
$28K
BWL
438
Bogart Wealth LLC
Virginia
$28K +$27.9K +510 New
FCA
439
FinTrust Capital Advisors
South Carolina
$28K +$27.9K +510 New
Loomis, Sayles & Company
440
Loomis, Sayles & Company
Massachusetts
$26K +$1.31K +24 +5%
Bessemer Group
441
Bessemer Group
New Jersey
$25K
SWM
442
SeaCrest Wealth Management
New York
$25K
GAM
443
Gemmer Asset Management
California
$24K
PCP
444
Proficio Capital Partners
Massachusetts
$23K -$5.03K -92 -18%
CAL
445
Capital Advisors Ltd
Ohio
$22K
CAW
446
Cornerstone Advisors (Washington)
Washington
$22K +$11.3K +207 +112%
PFBT
447
Parkside Financial Bank & Trust
Missouri
$19K -$11.2K -204 -37%
CYG
448
Clean Yield Group
Vermont
$19K
CFN
449
Cordasco Financial Network
Florida
$18K
FANJ
450
Financial Architects (New Jersey)
New Jersey
$18K