591 hedge funds and large institutions have $7.06B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 215 increasing their positions, 199 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding in top 10

Funds holding in top 10:

less first-time investments, than exits

New positions opened: | Existing positions closed:

less ownership

Funds ownership:

3% less funds holding

Funds holding: 609591 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.06B (-$399M)

48% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $49.2M

Holders
591
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$25.5M
Puts
$49.2M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
76
Callodine Capital Management
Massachusetts
$14.1M
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$14M
BGDI
78
BW Gestao de Investimentos
Brazil
$13.8M
Renaissance Technologies
79
Renaissance Technologies
New York
$13.1M
QCM
80
Quantinno Capital Management
New York
$13M
Legal & General Group
81
Legal & General Group
United Kingdom
$12.9M
SCM
82
SIR Capital Management
New York
$12.8M
HAI
83
Hennessy Advisors Inc
California
$12.6M
OA
84
Oxbow Advisors
Texas
$11.9M
RMA
85
Roffman Miller Associates
Pennsylvania
$11.1M
RIA
86
RPG Investment Advisory
California
$10.4M
Wells Fargo
87
Wells Fargo
California
$10.2M
CGH
88
Crossmark Global Holdings
Texas
$10.1M
SA
89
Sanctuary Advisors
Indiana
$10.1M
SG
90
Sourcerock Group
Colorado
$9.79M
Universal-Beteiligungs- und Servicegesellschaft
91
Universal-Beteiligungs- und Servicegesellschaft
Germany
$9.37M
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$9.18M
CWP
93
Cyndeo Wealth Partners
Florida
$9.13M
Hudson Bay Capital Management
94
Hudson Bay Capital Management
Connecticut
$8.54M
VOYA Investment Management
95
VOYA Investment Management
Georgia
$8.15M
SAM
96
Stansberry Asset Management
Texas
$8.12M
New York State Teachers Retirement System (NYSTRS)
97
New York State Teachers Retirement System (NYSTRS)
New York
$7.74M
EF
98
Empowered Funds
Pennsylvania
$7.4M
PMAM
99
Picton Mahoney Asset Management
Ontario, Canada
$7.12M
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$6.91M