488 hedge funds and large institutions have $7.48B invested in UGI in 2019 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 147 increasing their positions, 177 reducing their positions, and 78 closing their positions.

Holders
488
Holders Change
-20
Holders Change %
-3.94%
% of All Funds
9.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
70
Increased
147
Reduced
177
Closed
78
Calls
$2.6M
Puts
$11.7M
Net Calls
-$9.13M
Net Calls Change
+$1.63M
Name Market Value Shares Shares
Change
Shares
Change %
TCWM
451
Total Clarity Wealth Management
Illinois
$9K 191 +191 New
MA
452
MUFG Americas
New York
$8K 180 -3,039 -94%
TFS
453
TrustCore Financial Services
Tennessee
$8K 172 -31 -15%
WEC
454
Winslow Evans & Crocker
Massachusetts
$8K 140
RIA
455
Realta Investment Advisors
Delaware
$8K 191
OPS
456
Orion Portfolio Solutions
Nebraska
$8K 171 +171 New
NL
457
NVWM LLC
Pennsylvania
$7K 158
EARNEST Partners
458
EARNEST Partners
Georgia
$7K 153
EWM
459
EPG Wealth Management
Georgia
$7K 163 +163 New
AA
460
AlphaMark Advisors
Kentucky
$6K 127
FMII
461
Farmers & Merchants Investments Inc
Nebraska
$6K 124
SWM
462
Selective Wealth Management
Virginia
$5K 111
CHAM
463
Clear Harbor Asset Management
Connecticut
$4.52K 100 +100 New
QCG
464
Quadrant Capital Group
Ohio
$4K 136 -1,632 -92%
S
465
SignatureFD
Georgia
$4K 93 -480 -84%
ST
466
Smithfield Trust
Pennsylvania
$4K 85 -400 -82%
1IA
467
1834 Investment Advisors
Wisconsin
$3K 57 -365 -86%
CAW
468
Cornerstone Advisors (Washington)
Washington
$3K 56 -24 -30%
BFC
469
Bedel Financial Consulting
Indiana
$3K 63
SFA
470
Semmax Financial Advisors
North Carolina
$3K 71
GWS
471
Glassman Wealth Services
Virginia
$3K 73 +15 +26%
PA
472
PSI Advisors
Florida
$3K 79 +79 New
AIS
473
Accurate Investment Solutions
Pennsylvania
$2K 55
FWM
474
Focused Wealth Management
New York
$2K 55
TWA
475
TCI Wealth Advisors
Arizona
$2K 51