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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
1
CAPTRUST Financial Advisors
North Carolina
$93.8M
2
Mitsubishi UFJ Trust & Banking
2
Mitsubishi UFJ Trust & Banking
Japan
$90M
3
Point72 Asset Management
3
Point72 Asset Management
Connecticut
$57.9M
4
LSV Asset Management
4
LSV Asset Management
Illinois
$178M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$32.6M

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 Holding Trade Value Shares
Change 		Shares
Change %
CA
126
CSM Advisors
Pennsylvania
$4.7M +$4.7M +129,075 New
HighTower Advisors
127
HighTower Advisors
Illinois
$4.69M +$447K +12,262 +11%
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$4.66M -$427K -11,717 -8%
American Century Companies
129
American Century Companies
Missouri
$4.53M -$1.36M -37,471 -23%
IMRF
130
Illinois Municipal Retirement Fund
Illinois
$4.31M -$706K -19,391 -14%
MIM
131
MetLife Investment Management
New Jersey
$4.21M -$139K -3,807 -3%
HSBC Holdings
132
HSBC Holdings
United Kingdom
$4.08M -$9.67M -265,549 -70%
New York State Common Retirement Fund
133
New York State Common Retirement Fund
New York
$4.03M – – –
SDIC
134
South Dakota Investment Council
South Dakota
$4.01M -$257K -7,068 -6%
Corient Private Wealth
135
Corient Private Wealth
Florida
$3.95M +$2.86M +78,522 +261%
MOACM
136
Mutual of America Capital Management
New York
$3.88M -$143K -3,918 -4%
LG
137
Leuthold Group
Minnesota
$3.83M +$431K +11,827 +13%
NA
138
NewEdge Advisors
Louisiana
$3.81M -$669K -18,372 -15%
Treasurer of the State of North Carolina
139
Treasurer of the State of North Carolina
North Carolina
$3.66M +$76K +2,087 +2%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$3.65M -$803K -22,043 -18%
AB
141
Amalgamated Bank
New York
$3.6M +$10.1K +277 +0.3%
BFA
142
Bill Few Associates
Pennsylvania
$3.5M -$51K -1,399 -1%
Janus Henderson Group
143
Janus Henderson Group
United Kingdom
$3.41M +$33.6K +922 +1%
VRS
144
Virginia Retirement Systems
Virginia
$3.4M -$109K -3,000 -3%
AA
145
ALPS Advisors
Colorado
$3.38M -$24K -660 -0.7%
MAM
146
Martingale Asset Management
Massachusetts
$3.38M +$3.38M +92,820 New
Balyasny Asset Management
147
Balyasny Asset Management
Illinois
$3.38M +$3.38M +92,678 New
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$3.36M +$199K +5,477 +6%
MNA
149
Manning & Napier Advisors
New York
$3.28M -$394K -10,811 -11%
HC
150
Hourglass Capital
Texas
$3.25M – – –
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6
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