487 hedge funds and large institutions have $7.77B invested in UGI in 2019 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 168 increasing their positions, 162 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+8
Holders Change %
+1.67%
% 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
53
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
Shares
Change %
SIAP
426
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$40K
WAM
427
Wealthspire Advisors (Maryland)
Maryland
$39K -$16.9K -305 -30%
SHIM
428
Stone House Investment Management
Pennsylvania
$39K +$39K +705 New
FHB
429
First Hawaiian Bank
Hawaii
$38K -$297K -5,414 -89%
ADL
430
Asset Dedication LLC
California
$36K
ClearBridge Investments
431
ClearBridge Investments
New York
$33K -$8.25K -150 -20%
OIA
432
OneDigital Investment Advisors
Kansas
$33K
FMTCOCP
433
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$32K
VCM
434
Versant Capital Management
Arizona
$28K
CWM
435
Cedar Wealth Management
California
$28K
MMG
436
Monetary Management Group
Missouri
$28K
FCA
437
FinTrust Capital Advisors
South Carolina
$28K +$28K +510 New
BWL
438
Bogart Wealth LLC
Virginia
$28K +$28K +510 New
Loomis, Sayles & Company
439
Loomis, Sayles & Company
Massachusetts
$26K +$1.32K +24 +5%
Bessemer Group
440
Bessemer Group
New Jersey
$25K
SWM
441
SeaCrest Wealth Management
New York
$25K
GAM
442
Gemmer Asset Management
California
$24K
PCP
443
Proficio Capital Partners
Massachusetts
$23K -$5.07K -92 -18%
CAL
444
Capital Advisors Ltd
Ohio
$22K
CAW
445
Cornerstone Advisors (Washington)
Washington
$22K +$11.6K +207 +112%
PFBT
446
Parkside Financial Bank & Trust
Missouri
$19K -$11.2K -204 -37%
CYG
447
Clean Yield Group
Vermont
$19K
FANJ
448
Financial Architects (New Jersey)
New Jersey
$18K
CFN
449
Cordasco Financial Network
Florida
$18K
WCG
450
Weaver Consulting Group
California
$18K +$18K +345 New