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
BA
151
Bridgewater Associates
Connecticut
$3.11M
Zurich Cantonal Bank
152
Zurich Cantonal Bank
Switzerland
$3.04M
Natixis Advisors
153
Natixis Advisors
Massachusetts
$3.03M
MOACM
154
Mutual of America Capital Management
New York
$3M
Creative Planning
155
Creative Planning
Kansas
$2.96M
NW
156
NewEdge Wealth
Pennsylvania
$2.92M
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$2.9M
OTL
158
Oak Thistle LLC
New York
$2.89M
KBC Group
159
KBC Group
Belgium
$2.79M
WIM
160
Walsky Investment Management
Pennsylvania
$2.74M
WC
161
Waterloo Capital
Texas
$2.72M
BFM
162
Boothbay Fund Management
New York
$2.71M
Citigroup
163
Citigroup
New York
$2.68M
Cetera Investment Advisers
164
Cetera Investment Advisers
Illinois
$2.67M
NAMI
165
Nomura Asset Management International
Pennsylvania
$2.65M
EIP
166
Easterly Investment Partners
Massachusetts
$2.62M
EGM
167
Engineers Gate Manager
New York
$2.6M
Two Sigma Investments
168
Two Sigma Investments
New York
$2.6M
QT
169
Quantbot Technologies
New York
$2.58M
EMPI
170
Elo Mutual Pension Insurance
Finland
$2.55M
GC
171
Guggenheim Capital
Illinois
$2.51M
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.47M
PI
173
PineBridge Investments
New York
$2.45M
YCM
174
Yousif Capital Management
Michigan
$2.45M
KK
175
KLP Kapitalforvaltning
Norway
$2.44M