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 %
BCM
451
Blume Capital Management
California
$9K 223
MWP
452
Meridian Wealth Partners
Pennsylvania
$9K 236 +236 New
TAIM
453
TD Ameritrade Investment Management
Nebraska
$8K 233
SBL
454
Sargent Bickham Lagudis
Colorado
$7K 159
BC
455
Bartlett & Co
Ohio
$7K 163
AWA
456
Arkadios Wealth Advisors
Georgia
$7K 171 +2 +1%
TWA
457
TCI Wealth Advisors
Arizona
$7K 168 +120 +250%
HNB
458
Huntington National Bank
Ohio
$7K 173 +173 New
BCWM
459
Bartlett & Co Wealth Management
Ohio
$6.74K 163
Nisa Investment Advisors
460
Nisa Investment Advisors
Missouri
$6.5K 158,390 -9,016 -5%
EARNEST Partners
461
EARNEST Partners
Georgia
$6K 153
FCA
462
FinTrust Capital Advisors
South Carolina
$6K 145
RCA
463
Ranch Capital Advisors
Florida
$6K 169
OSAM
464
O'Shaughnessy Asset Management
Connecticut
$6K 139 +40 +40%
SWM
465
Selective Wealth Management
Virginia
$5K 111 -31 -22%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$5K 124
EFSCE
467
Enterprise Financial Services Corp (EFSC)
Missouri
$4K 100
ME
468
McIlrath & Eck
Washington
$4K 100
PGAM
469
Princeton Global Asset Management
New Jersey
$4K 95 +95 New
EW
470
Evoke Wealth
California
$4K 101 +101 New
GWSG
471
GPS Wealth Strategies Group
Colorado
$4K 115 +115 New
TPCW
472
TD Private Client Wealth
New York
$3.61K 88
BFC
473
Bedel Financial Consulting
Indiana
$3K 63
PCG
474
Private Capital Group
Connecticut
$3K 62
TFO
475
Tarbox Family Office
California
$3K 63