591 hedge funds and large institutions have $7.06B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 199 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: 609591 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.06B (-$399M)

48% less call options, than puts

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

Holders
591
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
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$58M
First Trust Advisors
27
First Trust Advisors
Illinois
$55.4M
VFT
28
Vanguard Fiduciary Trust
Pennsylvania
$48.5M
BFA
29
Bragg Financial Advisors
North Carolina
$48.1M
LF
30
Lansforsakringar Fondforvaltning
Sweden
$47.7M
EIP
31
Energy Income Partners
Connecticut
$46.7M
Victory Capital Management
32
Victory Capital Management
Texas
$44M
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$43.9M
Artisan Partners
34
Artisan Partners
Wisconsin
$43.8M
JP Morgan Chase
35
JP Morgan Chase
New York
$43.6M
Mackenzie Financial
36
Mackenzie Financial
Ontario, Canada
$39.5M
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$36.6M
PMG
38
Private Management Group
California
$34.8M
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$34.5M
AQR Capital Management
40
AQR Capital Management
Connecticut
$33.7M
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$31.9M
Raymond James Financial
42
Raymond James Financial
Florida
$29.1M
Man Group
43
Man Group
United Kingdom
$28.4M
RRAM
44
River Road Asset Management
Kentucky
$28.4M
Bank of America
45
Bank of America
North Carolina
$28M
Russell Investments Group
46
Russell Investments Group
United Kingdom
$27.7M
AT
47
Arbejdsmarkedets Tillaegspension
$25.3M
Squarepoint
48
Squarepoint
New York
$24.7M
SEI Investments
49
SEI Investments
Pennsylvania
$24.5M
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$24.2M