494 hedge funds and large institutions have $6.77B invested in UGI in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 153 increasing their positions, 152 reducing their positions, and 50 closing their positions.

Holders
494
Holders Change
+23
Holders Change %
+4.88%
% of All Funds
8.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
76
Increased
153
Reduced
152
Closed
50
Calls
$5.89M
Puts
$4.55M
Net Calls
+$1.34M
Net Calls Change
+$1.88M
Name Market Value Shares Shares
Change
Shares
Change %
NSIM
426
North Star Investment Management
Illinois
$20K 476
CFA
427
Carroll Financial Associates
North Carolina
$19K 485
ST
428
Smithfield Trust
Pennsylvania
$19K 475
BFG
429
Baron Financial Group
New Jersey
$18.5K 450
KPCM
430
Kings Point Capital Management
New York
$18K 433
IAIM
431
International Assets Investment Management
Florida
$18K 486 +207 +74%
Skandinaviska Enskilda Banken (SEB)
432
Skandinaviska Enskilda Banken (SEB)
Sweden
$16K 400 -9,000 -96%
JWA
433
JFS Wealth Advisors
Pennsylvania
$16K 382
GAM
434
Gemmer Asset Management
California
$16K 398
CCA
435
Column Capital Advisors
Indiana
$16K 400 +400 New
First Manhattan
436
First Manhattan
New York
$15K 385
CFN
437
Cordasco Financial Network
Florida
$13K 328
PCIA
438
Prime Capital Investment Advisors
Kansas
$13K 318
MF
439
Manchester Financial
California
$13K 318
TCWM
440
Total Clarity Wealth Management
Illinois
$13K 318 +318 New
NIC
441
Northwest Investment Counselors
Oregon
$13K 322 +322 New
ECM
442
Estabrook Capital Management
New York
$12.4K 303
LF
443
Lee Financial
Texas
$12K 302
RFA
444
Reilly Financial Advisors
California
$12K 300
BWM
445
BerganKDV Wealth Management
Minnesota
$12K 281 +2 +0.7%
ZB
446
Zions Bancorporation
Utah
$12K 301 +204 +210%
BWL
447
Bogart Wealth LLC
Virginia
$11K 273
FFA
448
Freedman Financial Associates
Massachusetts
$10K 233
BFEC
449
Benjamin F. Edwards & Company
Missouri
$10K 255
VCM
450
Versant Capital Management
Arizona
$9K 210 -26 -11%