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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 %
Axa
101
Axa
France
$7.11M +$7.11M +195,179 New
State Board of Administration of Florida Retirement System
102
State Board of Administration of Florida Retirement System
Florida
$7.08M +$43.3K +1,190 +0.6%
Ensign Peak Advisors
103
Ensign Peak Advisors
Utah
$7.03M +$2.51M +68,858 +55%
Arrowstreet Capital
104
Arrowstreet Capital
Massachusetts
$6.54M +$4.33M +119,006 +197%
Prudential Financial
105
Prudential Financial
New Jersey
$6.44M +$1.44M +39,543 +29%
Barclays
106
Barclays
United Kingdom
$6.17M -$2.28M -62,543 -27%
CC
107
Covalis Capital
United Kingdom
$6.09M +$6.09M +167,260 New
Two Sigma Investments
108
Two Sigma Investments
New York
$6.08M +$1.15M +31,637 +23%
Lazard Asset Management
109
Lazard Asset Management
New York
$6.07M +$5.45M +149,768 +893%
SG Americas Securities
110
SG Americas Securities
New York
$6M +$4.76M +130,811 +385%
State of Wisconsin Investment Board
111
State of Wisconsin Investment Board
Wisconsin
$5.99M +$897K +24,624 +18%
Voloridge Investment Management
112
Voloridge Investment Management
Florida
$5.89M -$25.5M -700,292 -81%
ETC
113
Exchange Traded Concepts
Oklahoma
$5.87M +$4.99M +137,066 +569%
MPM
114
Meritage Portfolio Management
Kansas
$5.66M -$37K -1,017 -0.6%
NEI
115
Northwest & Ethical Investments
Ontario, Canada
$5.55M -$624K -17,125 -10%
Schroder Investment Management Group
116
Schroder Investment Management Group
United Kingdom
$5.43M +$5.43M +149,111 New
QCM
117
Quantinno Capital Management
New York
$5.34M +$866K +23,773 +19%
VCM
118
Vennlight Capital Management
Connecticut
$5.28M +$5.28M +144,845 New
Comerica Bank
119
Comerica Bank
Texas
$5.17M +$58.2K +1,597 +1%
VOYA Investment Management
120
VOYA Investment Management
Georgia
$5.14M -$50.3K -1,381 -1%
Canada Life
121
Canada Life
Manitoba, Canada
$5.07M -$60.5K -1,661 -1%
Cerity Partners
122
Cerity Partners
New York
$5.07M -$32.8K -900 -0.6%
BFM
123
Boothbay Fund Management
New York
$5M -$1.53M -42,100 -23%
FM
124
Foster & Motley
Ohio
$4.78M +$545K +14,978 +13%
EI
125
EDMP Inc
Florida
$4.7M -$237K -6,512 -5%
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5
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