471 hedge funds and large institutions have $5.82B invested in UGI in 2020 Q4 according to their latest regulatory filings, with 76 funds opening new positions, 136 increasing their positions, 161 reducing their positions, and 43 closing their positions.

Holders
471
Holders Change
+29
Holders Change %
+6.56%
% of All Funds
8.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
76
Increased
136
Reduced
161
Closed
43
Calls
$4.36M
Puts
$4.9M
Net Calls
-$539K
Net Calls Change
-$6.37M
Name Market Value Shares Shares
Change
Shares
Change %
VCM
426
Versant Capital Management
Arizona
$8K 236 -14 -6%
BCM
427
Blume Capital Management
California
$8K 223
TAIM
428
TD Ameritrade Investment Management
Nebraska
$8K 233
FFA
429
Freedman Financial Associates
Massachusetts
$8K 233 +233 New
SBL
430
Sargent Bickham Lagudis
Colorado
$6K 159
BC
431
Bartlett & Co
Ohio
$6K 163 +163 New
BCWM
432
Bartlett & Co Wealth Management
Ohio
$5.7K 163 +163 New
RCA
433
Ranch Capital Advisors
Florida
$5K 169
EARNEST Partners
434
EARNEST Partners
Georgia
$5K 153
FCA
435
FinTrust Capital Advisors
South Carolina
$5K 145
WEC
436
Winslow Evans & Crocker
Massachusetts
$5K 140
SWM
437
Selective Wealth Management
Virginia
$5K 142 +31 +28%
AWA
438
Arkadios Wealth Advisors
Georgia
$5K 169 +169 New
EI
439
Ellevest Inc
New York
$4K 126 -3,484 -97%
FMII
440
Farmers & Merchants Investments Inc
Nebraska
$4K 124
TPCW
441
TD Private Client Wealth
New York
$3.08K 88 -105 -54%
OSAM
442
O'Shaughnessy Asset Management
Connecticut
$3K 99 -24 -20%
ZB
443
Zions Bancorporation
Utah
$3K 97
BCMIO
444
Beacon Capital Management Inc (Ohio)
Ohio
$3K 78
EFSCE
445
Enterprise Financial Services Corp (EFSC)
Missouri
$3K 100
ME
446
McIlrath & Eck
Washington
$3K 100 +100 New
CG
447
Cutler Group
California
$2K 63 -1,470 -96%
TFS
448
TrustCore Financial Services
Tennessee
$2K 43
DSC
449
Duncker Streett & Co
Missouri
$2K 55
GWS
450
Glassman Wealth Services
Virginia
$2K 47