UGI
552 hedge funds and large institutions have $6.53B invested in UGI in 2025 Q3 according to their latest regulatory filings, with 65 funds opening new positions, 203 increasing their positions, 198 reducing their positions, and 80 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
19% less first-time investments, than exits
New positions opened: 65 | Existing positions closed: 80
50% less funds holding in top 10
Funds holding in top 10: 8 → 4 (-4)
74% less call options, than puts
Call options by funds: $26.6M | Put options by funds: $102M
Holders
552
Holding in Top 10
4
Calls
$26.6M
Puts
$102M
Top Buyers
| 1 | +$72.9M | |
| 2 | +$33.1M | |
| 3 | +$24M | |
| 4 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
+$22.3M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$20.7M |
Top Sellers
| 1 | -$67.9M | |
| 2 | -$62.9M | |
| 3 | -$23.2M | |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$21.6M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$20.3M |