UGI
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: 609 → 591 (-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
Holding in Top 10
3
Calls
$25.5M
Puts
$49.2M
Top Buyers
| 1 | +$77.3M | |
| 2 | +$59.9M | |
| 3 | +$47M | |
| 4 |
Neuberger Berman Group
New York
|
+$41.1M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$29.3M |
Top Sellers
| 1 | -$87.8M | |
| 2 | -$64.9M | |
| 3 | -$49.2M | |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$41.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$36.9M |