UGI icon

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 %
Axa
101
Axa
France
$7.11M 195,179 +195,179 New
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$7.08M 194,399 +1,190 +0.6%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$7.03M 193,124 +68,858 +55%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$6.54M 179,455 +119,006 +197%
Prudential Financial
105
Prudential Financial
New Jersey
$6.44M 176,696 +39,543 +29%
Barclays
106
Barclays
United Kingdom
$6.17M 169,364 -62,543 -27%
CC
107
Covalis Capital
United Kingdom
$6.09M 167,260 +167,260 New
Two Sigma Investments
108
Two Sigma Investments
New York
$6.08M 167,007 +31,637 +23%
Lazard Asset Management
109
Lazard Asset Management
New York
$6.07M 166,537 +149,768 +893%
SG Americas Securities
110
SG Americas Securities
New York
$6M 164,791 +130,811 +385%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$5.99M 164,393 +24,624 +18%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$5.89M 161,824 -700,292 -81%
ETC
113
Exchange Traded Concepts
Oklahoma
$5.87M 161,175 +137,066 +569%
MPM
114
Meritage Portfolio Management
Kansas
$5.66M 155,493 -1,017 -0.6%
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$5.55M 152,334 -17,125 -10%
QCM
116
Quantinno Capital Management
New York
$5.34M 146,520 +23,773 +19%
VCM
117
Vennlight Capital Management
Connecticut
$5.28M 144,845 +144,845 New
Comerica Bank
118
Comerica Bank
Texas
$5.17M 141,916 +1,597 +1%
VOYA Investment Management
119
VOYA Investment Management
Georgia
$5.14M 141,181 -1,381 -1%
Canada Life
120
Canada Life
Manitoba, Canada
$5.07M 139,219 -1,661 -1%
Cerity Partners
121
Cerity Partners
New York
$5.07M 139,253 -900 -0.6%
BFM
122
Boothbay Fund Management
New York
$5M 137,318 -42,100 -23%
FM
123
Foster & Motley
Ohio
$4.78M 131,116 +14,978 +13%
EI
124
EDMP Inc
Florida
$4.7M 129,119 -6,512 -5%
CA
125
CSM Advisors
Pennsylvania
$4.7M 129,075 +129,075 New
3 4
5
6 7