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UGI
UGI

Overview Fund Activity

584 hedge funds and large institutions have $7.15B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 90 funds opening new positions, 223 increasing their positions, 176 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+25
Holders Change %
+4.47%
% of All Funds
7.83%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
90
Increased
223
Reduced
176
Closed
59
Calls
$27.2M
Puts
$88.2M
Net Calls
-$61M
Net Calls Change
-$2.74M

Top Buyers

1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$93.6M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
+$56.7M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
+$48.5M
4
LSV Asset Management
LSV Asset Management
Illinois
+$31.4M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$29.3M

Top Sellers

1
CM
Corvex Management
New York
-$64.8M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$27.7M
3
DZ Bank
DZ Bank
Germany
-$27.2M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
-$25.5M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$24.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
76
Marshall Wace
United Kingdom
$12.5M +$12.5M +342,365 New
Raymond James Financial
77
Raymond James Financial
Florida
$11.8M +$1.39M +38,041 +13%
Citigroup
78
Citigroup
New York
$11.2M +$4.88M +133,976 +77%
MVP
79
Miller Value Partners
Florida
$10.6M – – –
RIA
80
RPG Investment Advisory
California
$10.5M -$10.6M -292,063 -50%
TI
81
Trexquant Investment
Connecticut
$9.93M +$9.93M +272,534 New
Wells Fargo
82
Wells Fargo
California
$9.66M -$83K -2,280 -0.9%
Commonwealth Equity Services
83
Commonwealth Equity Services
Massachusetts
$9.66M -$193K -5,310 -2%
KCM
84
Kennedy Capital Management
Missouri
$9.23M -$97.4K -2,675 -1%
SEI Investments
85
SEI Investments
Pennsylvania
$9.14M +$3.89M +106,937 +74%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$9.14M +$1.49M +40,877 +19%
RMA
87
Roffman Miller Associates
Pennsylvania
$8.99M +$1.12M +30,703 +14%
CWP
88
Cyndeo Wealth Partners
Florida
$8.85M +$135K +3,695 +2%
SJIC
89
St. James Investment Company
Texas
$8.75M +$46.3K +1,270 +0.5%
Allspring Global Investments
90
Allspring Global Investments
North Carolina
$8.72M +$2.89M +82,400 +50%
Squarepoint
91
Squarepoint
New York
$8.37M +$2.01M +55,163 +32%
T. Rowe Price Associates
92
T. Rowe Price Associates
Maryland
$8.22M +$136K +3,740 +2%
OA
93
Oxbow Advisors
Texas
$8.2M +$39.5K +1,085 +0.5%
Janney Montgomery Scott
94
Janney Montgomery Scott
Pennsylvania
$8.18M -$605K -16,625 -7%
OTPPB
95
Ontario Teachers' Pension Plan Board
Ontario, Canada
$8.04M +$4.98M +136,872 +163%
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$7.94M -$465K -12,774 -6%
EP
97
Edgestream Partners
New Jersey
$7.78M -$6.22M -170,712 -44%
CSS
98
Cubist Systematic Strategies
Connecticut
$7.61M -$7.02M -192,620 -48%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$7.49M – – –
SAM
100
Stansberry Asset Management
Texas
$7.11M +$7.11M +195,265 New
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