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UGI
611 hedge funds and large institutions have $7.46B invested in UGI in 2025 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 206 increasing their positions, 206 reducing their positions, and 46 closing their positions.
New
Increased
Maintained
Reduced
Closed
122% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 46
14% more capital invested
Capital invested by funds: $6.53B → $7.46B (+$937M)
8% more funds holding
Funds holding: 568 → 611 (+43)
1.52% more ownership
Funds ownership: 91.26% → 92.78% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 206
47% less call options, than puts
Call options by funds: $34M | Put options by funds: $63.8M
Holders
611
Holders Change
+43
Holders Change %
+7.57%
% of All Funds
7.43%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
102
Increased
206
Reduced
206
Closed
46
Calls
$34M
Puts
$63.8M
Net Calls
-$29.8M
Net Calls Change
+$46.1M
Top Buyers
| 1 |
Neuberger Berman Group
New York
|
+$134M |
| 2 |
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
|
+$42M |
| 3 |
Goldman Sachs
New York
|
+$34.4M |
| 4 |
Squarepoint
New York
|
+$33.2M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$25.3M |
