498 hedge funds and large institutions have $7.86B invested in UGI in 2021 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 139 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
+4
Holders Change %
+0.81%
% of All Funds
8.69%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
68
Increased
168
Reduced
139
Closed
57
Calls
$6.64M
Puts
$4.7M
Net Calls
+$1.94M
Net Calls Change
+$607K
Name Holding Trade Value Shares
Change
Shares
Change %
HWA
426
Heritage Wealth Advisors
Virginia
$33.3K
SIAP
427
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$33K
CCC
428
Crescent Capital Consulting
Louisiana
$31K -$1.59K -34 -5%
BMD
429
Better Money Decisions
New Mexico
$31K +$31K +669 New
SWM
430
Spire Wealth Management
Virginia
$30K -$293K -6,319 -91%
ADL
431
Asset Dedication LLC
California
$30K
WT
432
Whittier Trust
California
$28K -$40.5K -868 -59%
ST
433
Sageworth Trust
Pennsylvania
$27K +$27K +575 New
BCA
434
Berman Capital Advisors
Georgia
$26K +$46 +1 +0.2%
RDWM
435
Red Door Wealth Management
Tennessee
$26K +$26K +571 New
RMC
436
Resources Management Corp
Connecticut
$23K
NSIM
437
North Star Investment Management
Illinois
$22K
ST
438
Smithfield Trust
Pennsylvania
$22K
CFA
439
Carroll Financial Associates
North Carolina
$22K
PCG
440
Private Capital Group
Connecticut
$22K +$19.2K +421 +679%
H
441
Hexavest
Quebec, Canada
$21K -$8.85K -190 -30%
FFG
442
Ford Financial Group
California
$21K +$21K +470 New
BFG
443
Baron Financial Group
New Jersey
$20.8K
KPCM
444
Kings Point Capital Management
New York
$20K
CCA
445
Column Capital Advisors
Indiana
$19K
JWA
446
JFS Wealth Advisors
Pennsylvania
$18K
GAM
447
Gemmer Asset Management
California
$18K
CFN
448
Cordasco Financial Network
Florida
$15K
ECM
449
Estabrook Capital Management
New York
$14K
RFA
450
Reilly Financial Advisors
California
$14K