508 hedge funds and large institutions have $8.06B invested in UGI in 2019 Q3 according to their latest regulatory filings, with 115 funds opening new positions, 210 increasing their positions, 109 reducing their positions, and 56 closing their positions.

Holders
508
Holders Change
+57
Holders Change %
+12.64%
% of All Funds
11.16%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
115
Increased
210
Reduced
109
Closed
56
Calls
$8.6M
Puts
$19.4M
Net Calls
-$10.8M
Net Calls Change
-$10.6M
Name Market Value Shares Shares
Change
Shares
Change %
FHA
426
Flagship Harbor Advisors
Massachusetts
$37K 737 -89 -11%
HWA
427
Heritage Wealth Advisors
Virginia
$36K 720 -12 -2%
SIAP
428
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$36K 720
FCA
429
FinTrust Capital Advisors
South Carolina
$33K 655
ADL
430
Asset Dedication LLC
California
$32K 642
First Manhattan
431
First Manhattan
New York
$32K 644 +540 +519%
LWM
432
Liberty Wealth Management
California
$31K 610 +610 New
AM
433
Atwater Malick
Pennsylvania
$31K 611 +611 New
ClearBridge Investments
434
ClearBridge Investments
New York
$30K 600
FMTCOCP
435
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$29K 576
S
436
SignatureFD
Georgia
$29K 573 +391 +215%
MMG
437
Monetary Management Group
Missouri
$25K 500
CWM
438
Cedar Wealth Management
California
$25K 500
ST
439
Smithfield Trust
Pennsylvania
$24K 485
WAP
440
Wealthcare Advisory Partners
Pennsylvania
$24K 475 +475 New
NSIM
441
North Star Investment Management
Illinois
$24K 476 +476 New
CFA
442
Carroll Financial Associates
North Carolina
$24K 487 +485 +24,250%
GSWM
443
Golden State Wealth Management
California
$23K 450 +450 New
KPCM
444
Kings Point Capital Management
New York
$22K 433 +433 New
SAM
445
Shamrock Asset Management
Texas
$21K 408 +408 New
AIC
446
Archer Investment Corporation
Indiana
$21K 414 +414 New
1IA
447
1834 Investment Advisors
Wisconsin
$21K 422 +422 New
CAL
448
Capital Advisors Ltd
Ohio
$20K 399
CIA
449
CSat Investment Advisory
Michigan
$20K 401 +74 +23%
SBL
450
Sargent Bickham Lagudis
Colorado
$19K 386 +159 +70%