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UGI
UGI

Overview Fund Activity

580 hedge funds and large institutions have $7.14B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 223 increasing their positions, 174 reducing their positions, and 59 closing their positions.

Holders
580
Holders Change
+21
Holders Change %
+3.76%
% of All Funds
7.79%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
89
Increased
223
Reduced
174
Closed
59
Calls
$22.3M
Puts
$84.8M
Net Calls
-$62.5M
Net Calls Change
-$4.25M

Top Buyers

1
Norges Bank
1
Norges Bank
Norway
$119M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$93.8M
3
Mitsubishi UFJ Trust & Banking
3
Mitsubishi UFJ Trust & Banking
Japan
$90M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$57.9M
5
LSV Asset Management
5
LSV Asset Management
Illinois
$178M

Top Sellers

1
CM
1
Corvex Management
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$114M
3
DZ Bank
3
DZ Bank
Germany
$13.1M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$5.89M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$40.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Point72 Asset Management
26
Point72 Asset Management
Connecticut
$57.9M 1,588,443 +1,331,450 +518%
EIP
27
Energy Income Partners
Connecticut
$56.5M 1,550,404 -3,940 -0.3%
AQR Capital Management
28
AQR Capital Management
Connecticut
$55M 1,521,319 -131,937 -8%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$53.7M 1,474,525 +175,315 +13%
Invesco
30
Invesco
Georgia
$46M 1,262,441 -103,111 -8%
Victory Capital Management
31
Victory Capital Management
Texas
$45M 1,234,308 -221,145 -15%
Thrivent Financial for Lutherans
32
Thrivent Financial for Lutherans
Minnesota
$40.6M 1,113,825 -684,079 -38%
Diamond Hill Capital Management
33
Diamond Hill Capital Management
Ohio
$39.5M 1,085,610 -143,013 -12%
Goldman Sachs
34
Goldman Sachs
New York
$39.4M 1,080,640 +149,853 +16%
UBS AM
35
UBS AM
Illinois
$38.5M 1,056,676 +271,349 +35%
Bank of America
36
Bank of America
North Carolina
$37.5M 1,030,175 +25,508 +3%
ProShare Advisors
37
ProShare Advisors
Maryland
$36.7M 1,008,009 -4,488 -0.4%
BFA
38
Bragg Financial Advisors
North Carolina
$32.7M 896,869 +6,029 +0.7%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$32.6M 896,149 +804,539 +878%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$32.2M 882,794 +17,788 +2%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$31M 850,718 -114,679 -12%
UBS Group
42
UBS Group
Switzerland
$30.2M 827,858 -182,861 -18%
Citadel Advisors
43
Citadel Advisors
Florida
$30.1M 826,408 -638,465 -44%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$23.7M 650,415 +425,297 +189%
GF
45
Gabelli Funds
New York
$22.9M 627,440 +85,440 +16%
BC
46
Burney Company
Virginia
$22.7M 622,324 -5,392 -0.9%
Allianz Asset Management
47
Allianz Asset Management
Germany
$22.2M 610,900 +14,089 +2%
HVCM
48
HG Vora Capital Management
New York
$21.9M 600,000 -400,000 -40%
SCM
49
SIR Capital Management
New York
$21.6M 592,670 -222,596 -27%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$21.2M 582,013 -24,802 -4%
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