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593 hedge funds and large institutions have $7.07B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 611593 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.07B (-$395M)

48% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $49.2M

Holders
593
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.5M
Puts
$49.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFCM
226
Applied Finance Capital Management
Puerto Rico
$1.37M
Corient Private Wealth
227
Corient Private Wealth
Florida
$1.36M
ACM
228
Argyle Capital Management
Pennsylvania
$1.35M
Grantham, Mayo, Van Otterloo & Co (GMO)
229
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.28M
TI
230
Tidal Investments
Wisconsin
$1.26M
HSBC Holdings
231
HSBC Holdings
United Kingdom
$1.26M
Wealth Enhancement Advisory Services
232
Wealth Enhancement Advisory Services
Minnesota
$1.23M
AWC
233
Abundance Wealth Counselors
Pennsylvania
$1.22M
Pacer Advisors
234
Pacer Advisors
Pennsylvania
$1.19M
ASN
235
Advisory Services Network
Georgia
$1.15M
CM
236
CastleKnight Management
New York
$1.15M
GT
237
Glenmede Trust
Pennsylvania
$1.13M
BA
238
BCM Advisors
Louisiana
$1.12M
NA
239
Nordwand Advisors
Pennsylvania
$1.11M
AC
240
Allstate Corporation
Illinois
$1.11M
Envestnet Portfolio Solutions
241
Envestnet Portfolio Solutions
Illinois
$1.1M
Mariner
242
Mariner
Kansas
$1.1M
AC
243
AXQ Capital
New Jersey
$1.08M
MCM
244
Mork Capital Management
California
$1.07M
X
245
Xponance
Pennsylvania
$1.07M
LIM
246
Loudon Investment Management
New Hampshire
$1.07M
FCBT
247
First Citizens Bank & Trust
North Carolina
$1.06M
MFG
248
Merit Financial Group
Georgia
$1.05M
CIC
249
Chase Investment Counsel
Virginia
$1.04M
I
250
InceptionR
California
$1.04M