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 %
LF
451
Lee Financial
Texas
$14K
BWL
452
Bogart Wealth LLC
Virginia
$13K
BWM
453
BerganKDV Wealth Management
Minnesota
$13K +$92 +2 +0.7%
ZB
454
Zions Bancorporation
Utah
$12K -$2.45K -51 -17%
BFEC
455
Benjamin F. Edwards & Company
Missouri
$12K
FFA
456
Freedman Financial Associates
Massachusetts
$11K
TAIM
457
TD Ameritrade Investment Management
Nebraska
$10K -$402 -9 -4%
BCM
458
Blume Capital Management
California
$10K
Loomis, Sayles & Company
459
Loomis, Sayles & Company
Massachusetts
$10K +$10K +224 New
TWA
460
TCI Wealth Advisors
Arizona
$9K +$1.17K +25 +15%
WQ
461
Wealth Quarterback
New Jersey
$9K +$9K +175 New
BC
462
Bartlett & Co
Ohio
$8K
AWA
463
Arkadios Wealth Advisors
Georgia
$8K +$47 +1 +0.6%
HCP
464
Hexagon Capital Partners
Arkansas
$8K +$8K +175 New
BCWM
465
Bartlett & Co Wealth Management
Ohio
$7.61K
SBL
466
Sargent Bickham Lagudis
Colorado
$7K
FCA
467
FinTrust Capital Advisors
South Carolina
$7K
RCA
468
Ranch Capital Advisors
Florida
$7K
EARNEST Partners
469
EARNEST Partners
Georgia
$7K
OSAM
470
O'Shaughnessy Asset Management
Connecticut
$7K +$513 +11 +8%
HC
471
Hoese & Co
Minnesota
$7K +$7K +159 New
Nisa Investment Advisors
472
Nisa Investment Advisors
Missouri
$6.95K -$388 -8,370 -5%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$5K
ME
474
McIlrath & Eck
Washington
$5K
GWSG
475
GPS Wealth Strategies Group
Colorado
$5K