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 %
JWA
451
JFS Wealth Advisors
Pennsylvania
$19K 382 +382 New
WCG
452
Weaver Consulting Group
California
$18K 345
FIA
453
FNY Investment Advisers
New York
$17K 344 -223 -39%
CYG
454
Clean Yield Group
Vermont
$17K 348
CFN
455
Cordasco Financial Network
Florida
$17K 328
VCM
456
Versant Capital Management
Arizona
$16K 320 -4 -1%
PCIA
457
Prime Capital Investment Advisors
Kansas
$16K 318 +318 New
TCM
458
Tradewinds Capital Management
Washington
$16K 318 +318 New
CB
459
CNB Bank
Pennsylvania
$16K 318 +318 New
RFA
460
Reilly Financial Advisors
California
$15K 300 -1,145 -79%
BFEC
461
Benjamin F. Edwards & Company
Missouri
$15K 308 +255 +481%
LF
462
Lee Financial
Texas
$15K 302 +302 New
EW
463
Evoke Wealth
California
$14.7K 292 +292 New
TCM
464
TD Capital Management
Tennessee
$14K 286 +286 New
CHC
465
City Holding Co
West Virginia
$13K 260
BAM
466
Barrett Asset Management
New York
$13K 255 +255 New
THWM
467
Taylor Hoffman Wealth Management
Virginia
$13K 268 +268 New
GEA
468
Glen Eagle Advisors
New Jersey
$11.3K 225
AWMS
469
Advocacy Wealth Management Services
Georgia
$11K 216 +216 New
BCM
470
Blume Capital Management
California
$11K 223 +223 New
TAIM
471
TD Ameritrade Investment Management
Nebraska
$10K 203 +9 +5%
RIA
472
Realta Investment Advisors
Delaware
$10K 191 +191 New
DAM
473
Delta Asset Management
Tennessee
$10K 191 +191 New
TFS
474
TrustCore Financial Services
Tennessee
$10K 203 +203 New
NL
475
NVWM LLC
Pennsylvania
$8K 158