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
Caisse de Depot et Placement du Quebec (CDPQ)
101
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$6.72M
FM
102
Foster & Motley
Ohio
$6.57M
Barclays
103
Barclays
United Kingdom
$6.4M
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$6.34M
VAM
105
Vanguard Asset Management
$6.19M
HighTower Advisors
106
HighTower Advisors
Illinois
$6.14M
PSP
107
Principal Street Partners
Tennessee
$5.99M
CA
108
CSM Advisors
Pennsylvania
$5.97M
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$5.55M
IMRF
110
Illinois Municipal Retirement Fund
Illinois
$5.24M
Canada Life
111
Canada Life
Manitoba, Canada
$5.12M
Cerity Partners
112
Cerity Partners
New York
$5.06M
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$4.95M
Envestnet Asset Management
114
Envestnet Asset Management
Illinois
$4.84M
Commonwealth Equity Services
115
Commonwealth Equity Services
Massachusetts
$4.82M
SG Americas Securities
116
SG Americas Securities
New York
$4.8M
CC
117
Covalis Capital
United Kingdom
$4.8M
Citadel Advisors
118
Citadel Advisors
Florida
$4.58M
NEI
119
Northwest & Ethical Investments
Ontario, Canada
$4.47M
XT
120
XTX Topco
Cayman Islands
$4.47M
MVP
121
Miller Value Partners
Florida
$4.41M
State of Wisconsin Investment Board
122
State of Wisconsin Investment Board
Wisconsin
$4.35M
EI
123
EDMP Inc
Florida
$4.31M
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$4.3M
Nisa Investment Advisors
125
Nisa Investment Advisors
Missouri
$4.18M