559 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+54
Holders Change %
+10.69%
% of All Funds
7.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
114
Increased
191
Reduced
165
Closed
55
Calls
$41.3M
Puts
$99.5M
Net Calls
-$58.3M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
HighTower Advisors
126
HighTower Advisors
Illinois
$3.85M +$154K +4,644 +4%
FM
127
Foster & Motley
Ohio
$3.84M +$241K +7,302 +7%
APF
128
Alaska Permanent Fund
Alaska
$3.72M
New York State Common Retirement Fund
129
New York State Common Retirement Fund
New York
$3.66M +$178K +5,376 +5%
MOACM
130
Mutual of America Capital Management
New York
$3.66M -$94.2K -2,847 -3%
KTA
131
Keeley-Teton Advisors
Illinois
$3.57M +$37.6K +1,137 +1%
QT
132
Quantbot Technologies
New York
$3.55M -$3.08M -93,075 -46%
MNA
133
Manning & Napier Advisors
New York
$3.33M -$1.63M -49,189 -33%
AB
134
Amalgamated Bank
New York
$3.26M -$112K -3,382 -3%
Treasurer of the State of North Carolina
135
Treasurer of the State of North Carolina
North Carolina
$3.25M +$127K +3,840 +4%
AIM
136
ARGA Investment Management
Connecticut
$3.23M -$579K -17,519 -15%
BFA
137
Bill Few Associates
Pennsylvania
$3.22M -$82.7K -2,500 -3%
VRS
138
Virginia Retirement Systems
Virginia
$3.19M +$3.19M +96,400 New
IA
139
Inspire Advisors
Idaho
$3.19M +$252K +7,620 +9%
AA
140
ALPS Advisors
Colorado
$3.09M +$223K +6,753 +8%
D.E. Shaw & Co
141
D.E. Shaw & Co
New York
$3.09M +$3.09M +93,476 New
GC
142
Guggenheim Capital
Illinois
$3.09M -$299K -9,033 -9%
LG
143
Leuthold Group
Minnesota
$3.09M +$3.09M +93,388 New
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$3.08M +$1.35M +40,762 +78%
EI
145
Ethic Inc
New York
$3.05M -$346K -10,320 -10%
Janus Henderson Group
146
Janus Henderson Group
United Kingdom
$3.05M
Royal Bank of Canada
147
Royal Bank of Canada
Ontario, Canada
$3.03M -$7.09M -214,532 -70%
HC
148
Hourglass Capital
Texas
$2.95M +$218K +6,590 +8%
Cambridge Investment Research Advisors
149
Cambridge Investment Research Advisors
Iowa
$2.93M +$217K +6,563 +8%
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$2.87M +$841K +25,434 +42%