433 hedge funds and large institutions have $5.27B invested in UGI in 2020 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 139 increasing their positions, 147 reducing their positions, and 59 closing their positions.

Holders
433
Holders Change
-3
Holders Change %
-0.69%
% of All Funds
8.9%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
58
Increased
139
Reduced
147
Closed
59
Calls
$6.72M
Puts
$3.88M
Net Calls
+$2.83M
Net Calls Change
+$3.91M
Name Market Value Shares Shares
Change
Shares
Change %
Franklin Resources
101
Franklin Resources
California
$4.02M 120,780 +38,956 +48%
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$4M 86,415
SOAMC
103
Spirit of America Management Corp
New York
$3.97M 124,922
MIM
104
MetLife Investment Management
New Jersey
$3.93M 123,680 +3,706 +3%
ICM
105
Invenomic Capital Management
Massachusetts
$3.91M 122,926 +10,796 +10%
Commonwealth Equity Services
106
Commonwealth Equity Services
Massachusetts
$3.87M 121,710 +24,433 +25%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$3.86M 121,410 +121,400 +1,214,000%
PAMU
108
Pictet Asset Management (UK)
United Kingdom
$3.84M 120,742 -4,642 -4%
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$3.82M 120,109 -40,047 -25%
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$3.74M 117,740 +19,200 +19%
UBS Group
111
UBS Group
Switzerland
$3.73M 117,217 +7,345 +7%
State of Tennessee, Department of Treasury
112
State of Tennessee, Department of Treasury
Tennessee
$3.65M 114,618 +20,911 +22%
MSA
113
Mason Street Advisors
Wisconsin
$3.63M 114,129 +2,959 +3%
Janney Montgomery Scott
114
Janney Montgomery Scott
Pennsylvania
$3.63M 114,105 +33,090 +41%
FM
115
Foster & Motley
Ohio
$3.6M 113,086 +65,845 +139%
OC
116
Oppenheimer & Co
New York
$3.57M 112,270 -7,356 -6%
DekaBank Deutsche Girozentrale
117
DekaBank Deutsche Girozentrale
Germany
$3.32M 103,732 -14,866 -13%
AA
118
Ancora Advisors
Ohio
$3.13M 98,281 +8,813 +10%
SLWS
119
Swaine & Leidel Wealth Services
Florida
$3.04M 95,687 +95,687 New
Truist Financial
120
Truist Financial
North Carolina
$3M 94,179 -17,806 -16%
HighTower Advisors
121
HighTower Advisors
Illinois
$2.99M 94,037 +1,945 +2%
SDIC
122
South Dakota Investment Council
South Dakota
$2.98M 93,543
Barclays
123
Barclays
United Kingdom
$2.91M 91,346 +18,507 +25%
BC
124
Burney Company
Virginia
$2.79M 87,685 +69,325 +378%
CC
125
Cipher Capital
New York
$2.78M 87,410 +87,410 New