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 %
Allianz Asset Management
51
Allianz Asset Management
Germany
$19.7M +$5.18M +156,658 +36%
RIA
52
RPG Investment Advisory
California
$19.2M +$9.76M +295,050 +103%
Legal & General Group
53
Legal & General Group
United Kingdom
$18.8M +$420K +12,687 +2%
GF
54
Gabelli Funds
New York
$17.9M -$893K -27,000 -5%
CAM
55
Cresset Asset Management
Illinois
$17.9M +$1.41M +42,177 +9%
Manulife (Manufacturers Life Insurance)
56
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17.6M -$696K -21,061 -4%
AA
57
Ancora Advisors
Ohio
$16.7M +$994K +30,060 +6%
CIM
58
Cambria Investment Management
California
$16.7M -$1.19M -35,869 -7%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$16.4M +$13.5K +409 +0.1%
Principal Financial Group
60
Principal Financial Group
Iowa
$16.3M +$71.5K +2,163 +0.4%
Franklin Resources
61
Franklin Resources
California
$15.8M -$113K -3,417 -0.7%
WG
62
Winton Group
United Kingdom
$15.4M +$270K +8,150 +2%
MYAM
63
Meiji Yasuda Asset Management
Japan
$15M -$732K -22,137 -5%
AAM
64
Advisors Asset Management
Colorado
$14.1M -$2.12M -64,200 -13%
AllianceBernstein
65
AllianceBernstein
Tennessee
$14M -$561K -16,964 -4%
Swiss National Bank
66
Swiss National Bank
Switzerland
$13.8M -$208K -6,300 -1%
California Public Employees Retirement System
67
California Public Employees Retirement System
California
$13.4M +$791K +23,911 +6%
CSS
68
Cubist Systematic Strategies
Connecticut
$13.3M +$1.25M +37,742 +10%
LPL Financial
69
LPL Financial
California
$12.9M -$266K -8,029 -2%
WCM
70
Wedge Capital Management
North Carolina
$12.8M -$1.85M -55,942 -13%
EP
71
Edgestream Partners
New Jersey
$12.7M +$8.53M +258,017 +204%
HSBC Holdings
72
HSBC Holdings
United Kingdom
$12.5M -$2.13M -64,489 -15%
Hudson Bay Capital Management
73
Hudson Bay Capital Management
Connecticut
$11.9M +$6.12M +185,000 +106%
HA
74
Heartland Advisors
Wisconsin
$11.6M
CCM
75
Callodine Capital Management
Massachusetts
$9.92M -$2.65M -80,100 -21%