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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 %
NL
51
Nuveen LLC
North Carolina
$20.9M 572,906 -61,743 -10%
Legal & General Group
52
Legal & General Group
United Kingdom
$20.8M 571,744 +2,996 +0.5%
SG
53
Sourcerock Group
Colorado
$20.6M 564,607 -161,789 -22%
Renaissance Technologies
54
Renaissance Technologies
New York
$19.9M 546,683 -311,600 -36%
CAM
55
Cresset Asset Management
Illinois
$19.7M 534,485 -51 -0%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.2M 528,453 -2,992 -0.6%
AA
57
Ancora Advisors
Ohio
$19M 522,382 +16,892 +3%
WG
58
Winton Group
United Kingdom
$18.2M 500,944 +35,740 +8%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$18.1M 496,494 +641 +0.1%
AllianceBernstein
60
AllianceBernstein
Tennessee
$17.8M 489,836 +65,040 +15%
CCM
61
Callodine Capital Management
Massachusetts
$17.8M 488,107 +188,107 +63%
Principal Financial Group
62
Principal Financial Group
Iowa
$17.7M 486,252 -8,075 -2%
CIM
63
Cambria Investment Management
California
$16.7M 459,530 -45,936 -9%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$16.4M 450,863 +45,991 +11%
WCM
65
Wedge Capital Management
North Carolina
$16.2M 445,131 +58,905 +15%
Wellington Management Group
66
Wellington Management Group
Massachusetts
$16M 439,048 -197,965 -31%
MYAM
67
Meiji Yasuda Asset Management
Japan
$15.7M 431,637 -20,735 -5%
Franklin Resources
68
Franklin Resources
California
$15.3M 419,858 -56,949 -12%
Swiss National Bank
69
Swiss National Bank
Switzerland
$14.9M 410,400 -5,600 -1%
LPL Financial
70
LPL Financial
California
$14.1M 386,639 -4,152 -1%
Millennium Management
71
Millennium Management
New York
$13.9M 380,391 +351,975 +1,239%
Hudson Bay Capital Management
72
Hudson Bay Capital Management
Connecticut
$13.2M 361,170 +1,170 +0.3%
DZ Bank
73
DZ Bank
Germany
$13.1M 360,624 -746,862 -67%
HA
74
Heartland Advisors
Wisconsin
$12.7M 350,000 – –
AAM
75
Advisors Asset Management
Colorado
$12.6M 345,720 -81,030 -19%
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3
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