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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 %
Marshall Wace
76
Marshall Wace
United Kingdom
$12.5M 342,365 +342,365 New
Raymond James Financial
77
Raymond James Financial
Florida
$11.8M 322,968 +38,041 +13%
Citigroup
78
Citigroup
New York
$11.2M 307,465 +133,976 +77%
MVP
79
Miller Value Partners
Florida
$10.6M 292,000 – –
RIA
80
RPG Investment Advisory
California
$10.5M 289,369 -292,063 -50%
TI
81
Trexquant Investment
Connecticut
$9.93M 272,534 +272,534 New
Wells Fargo
82
Wells Fargo
California
$9.66M 265,341 -2,280 -0.9%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$9.66M 265,307 -5,310 -2%
KCM
84
Kennedy Capital Management
Missouri
$9.23M 253,301 -2,675 -1%
SEI Investments
85
SEI Investments
Pennsylvania
$9.14M 251,022 +106,937 +74%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$9.14M 250,844 +40,877 +19%
RMA
87
Roffman Miller Associates
Pennsylvania
$8.99M 246,737 +30,703 +14%
CWP
88
Cyndeo Wealth Partners
Florida
$8.85M 243,096 +3,695 +2%
SJIC
89
St. James Investment Company
Texas
$8.75M 240,130 +1,270 +0.5%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$8.72M 248,634 +82,400 +50%
Squarepoint
91
Squarepoint
New York
$8.37M 229,840 +55,163 +32%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$8.22M 225,563 +3,740 +2%
OA
93
Oxbow Advisors
Texas
$8.2M 225,132 +1,085 +0.5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$8.18M 224,477 -16,625 -7%
OTPPB
95
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.04M 220,808 +136,872 +163%
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.94M 218,016 -12,774 -6%
EP
97
Edgestream Partners
New Jersey
$7.78M 213,673 -170,712 -44%
CSS
98
Cubist Systematic Strategies
Connecticut
$7.61M 209,046 -192,620 -48%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$7.49M 205,691 – –
SAM
100
Stansberry Asset Management
Texas
$7.11M 195,265 +195,265 New
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