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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
7.84%
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 %
Grantham, Mayo, Van Otterloo & Co (GMO)
151
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.24M +$2.63M +72,237 +430%
EI
152
Ethic Inc
New York
$3.23M -$62.8K -1,738 -2%
Cambridge Investment Research Advisors
153
Cambridge Investment Research Advisors
Iowa
$3.17M -$50.9K -1,397 -2%
GC
154
Guggenheim Capital
Illinois
$3.05M -$353K -9,705 -10%
Jane Street
155
Jane Street
New York
$3.02M +$3.02M +82,866 New
PFSRSONJ
156
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.02M +$161K +4,430 +6%
KK
157
KLP Kapitalforvaltning
Norway
$3.01M +$309K +8,400 +11%
Mirae Asset Global ETFs Holdings
158
Mirae Asset Global ETFs Holdings
Hong Kong
$2.99M +$122K +3,362 +4%
M&T Bank
159
M&T Bank
New York
$2.92M +$67.8K +1,860 +2%
YCM
160
Yousif Capital Management
Michigan
$2.89M -$70.1K -1,926 -2%
WC
161
Waterloo Capital
Texas
$2.89M +$674K +18,508 +30%
Nisa Investment Advisors
162
Nisa Investment Advisors
Missouri
$2.73M +$61.5K +1,672 +2%
KBC Group
163
KBC Group
Belgium
$2.72M +$338K +9,291 +14%
USCWA
164
U.S. Capital Wealth Advisors
Texas
$2.66M +$2.66M +72,995 New
SPIA
165
Steward Partners Investment Advisory
New York
$2.64M +$1.13M +31,068 +75%
Ohio Public Employees Retirement System (OPERS)
166
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.61M +$20.8K +570 +0.8%
SO
167
STRS Ohio
Ohio
$2.53M +$406K +11,155 +19%
State of New Jersey Common Pension Fund D
168
State of New Jersey Common Pension Fund D
New Jersey
$2.47M – – –
VI
169
Vestcor Inc
New Brunswick, Canada
$2.45M +$1.82M +50,027 +290%
ACG
170
Aventail Capital Group
New York
$2.43M +$2.43M +66,844 New
TRSOTSOK
171
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M – – –
OC
172
Oppenheimer & Co
New York
$2.42M +$386K +10,601 +19%
AIM
173
ARGA Investment Management
Connecticut
$2.37M -$1.19M -32,620 -33%
Natixis Advisors
174
Natixis Advisors
Massachusetts
$2.36M +$141K +3,868 +6%
PI
175
PineBridge Investments
New York
$2.34M +$1.38M +37,828 +143%
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