We are live on
!
Find out more
UGI
593 hedge funds and large institutions have $7.07B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 201 reducing their positions, and 71 closing their positions.
New
Increased
Maintained
Reduced
Closed
7% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 201
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less first-time investments, than exits
New positions opened: 67 | Existing positions closed: 71
2.41% less ownership
Funds ownership: 92.78% → 90.37% (-2.4%)
3% less funds holding
Funds holding: 611 → 593 (-18)
5% less capital invested
Capital invested by funds: $7.46B → $7.07B (-$395M)
48% less call options, than puts
Call options by funds: $25.5M | Put options by funds: $49.2M
Holders
593
Holders Change
-18
Holders Change %
-2.95%
% of All Funds
7.3%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
67
Increased
215
Reduced
201
Closed
71
Calls
$25.5M
Puts
$49.2M
Net Calls
-$23.7M
Net Calls Change
+$6.08M
Top Buyers
| 1 |
HCM
Hamlin Capital Management
New York
|
+$77.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$59.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47M |
| 4 |
Neuberger Berman Group
New York
|
+$41.1M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$29.3M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$87.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$64.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$49.2M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$41.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$36.9M |
