559 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+54
Holders Change %
+10.69%
% of All Funds
7.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
114
Increased
191
Reduced
165
Closed
55
Calls
$41.3M
Puts
$99.5M
Net Calls
-$58.3M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$48.4M +$30.5M +922,476 +170%
Victory Capital Management
27
Victory Capital Management
Texas
$48.1M +$270K +8,155 +0.6%
Invesco
28
Invesco
Georgia
$45.2M -$12.1M -364,519 -21%
Massachusetts Financial Services
29
Massachusetts Financial Services
Massachusetts
$43M -$5.24M -158,492 -11%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$42.7M +$3.13M +94,773 +8%
Diamond Hill Capital Management
31
Diamond Hill Capital Management
Ohio
$40.6M -$4.31M -130,279 -10%
DZ Bank
32
DZ Bank
Germany
$36.6M +$13.2M +398,839 +56%
ProShare Advisors
33
ProShare Advisors
Maryland
$33.5M -$11.4M -344,429 -25%
UBS Group
34
UBS Group
Switzerland
$33.4M -$9.65M -291,711 -22%
Bank of America
35
Bank of America
North Carolina
$33.2M +$2.36M +71,478 +8%
HVCM
36
HG Vora Capital Management
New York
$33.1M +$33.1M +1,000,000 New
Russell Investments Group
37
Russell Investments Group
United Kingdom
$31.9M +$7.4M +223,732 +30%
Goldman Sachs
38
Goldman Sachs
New York
$30.8M +$3.85M +116,372 +14%
Mitsubishi UFJ Trust & Banking
39
Mitsubishi UFJ Trust & Banking
Japan
$30.2M -$74.7M -2,257,599 -71%
BFA
40
Bragg Financial Advisors
North Carolina
$29.5M +$555K +16,771 +2%
Loomis, Sayles & Company
41
Loomis, Sayles & Company
Massachusetts
$28.6M +$7.12M +215,192 +33%
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$28.5M -$8.86M -268,013 -24%
Renaissance Technologies
43
Renaissance Technologies
New York
$28.4M -$11.8M -358,300 -29%
SCM
44
SIR Capital Management
New York
$27M +$2.83M +85,466 +12%
UBS AM
45
UBS AM
Illinois
$26M +$3.82M +115,409 +17%
SG
46
Sourcerock Group
Colorado
$24M -$9.87M -298,604 -29%
Wellington Management Group
47
Wellington Management Group
Massachusetts
$21.1M +$2.08M +62,918 +11%
NL
48
Nuveen LLC
North Carolina
$21M +$21M +634,649 New
BC
49
Burney Company
Virginia
$20.8M -$1.13M -34,295 -5%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$20.1M +$359K +10,865 +2%