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 %
MVP
76
Miller Value Partners
Florida
$9.66M
Raymond James Financial
77
Raymond James Financial
Florida
$9.42M +$1.43M +43,342 +18%
JF
78
Jump Financial
Illinois
$9.28M +$8.15M +246,586 +722%
Commonwealth Equity Services
79
Commonwealth Equity Services
Massachusetts
$8.95M -$2.65M -80,058 -23%
FP
80
Foundry Partners
Minnesota
$8.87M -$2.45M -74,229 -22%
Wells Fargo
81
Wells Fargo
California
$8.85M -$1.48M -44,674 -14%
Point72 Asset Management
82
Point72 Asset Management
Connecticut
$8.5M +$8.5M +256,993 New
KCM
83
Kennedy Capital Management
Missouri
$8.47M +$4.59M +138,886 +119%
Janney Montgomery Scott
84
Janney Montgomery Scott
Pennsylvania
$7.97M -$320K -9,666 -4%
CWP
85
Cyndeo Wealth Partners
Florida
$7.92M -$548K -16,564 -6%
SJIC
86
St. James Investment Company
Texas
$7.9M +$7.9M +238,860 New
CF
87
Corebridge Financial
Texas
$7.85M -$187K -5,657 -2%
Barclays
88
Barclays
United Kingdom
$7.67M +$1.14M +34,515 +17%
Universal-Beteiligungs- und Servicegesellschaft
89
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.63M -$4.56M -137,899 -37%
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$7.44M +$1.41M +42,587 +23%
OA
91
Oxbow Advisors
Texas
$7.41M +$139K +4,204 +2%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$7.34M +$482K +14,572 +7%
RMA
93
Roffman Miller Associates
Pennsylvania
$7.14M +$918K +27,764 +15%
SSA
94
Schonfeld Strategic Advisors
New York
$7.02M +$5.69M +172,035 +427%
New York State Teachers Retirement System (NYSTRS)
95
New York State Teachers Retirement System (NYSTRS)
New York
$6.94M -$20.7K -627 -0.3%
California State Teachers Retirement System (CalSTRS)
96
California State Teachers Retirement System (CalSTRS)
California
$6.8M +$160K +4,852 +2%
LIM
97
Longfellow Investment Management
Massachusetts
$6.5M -$6.59M -199,154 -50%
State Board of Administration of Florida Retirement System
98
State Board of Administration of Florida Retirement System
Florida
$6.39M
BFM
99
Boothbay Fund Management
New York
$5.93M -$2.32M -70,217 -28%
Squarepoint
100
Squarepoint
New York
$5.78M +$4.85M +146,710 +525%