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593 hedge funds and large institutions have $7.07B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 201 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: 611593 (-18)

5% less capital invested

Capital invested by funds: $7.46B → $7.07B (-$395M)

48% less call options, than puts

Call options by funds: $25.5M | Put options by funds: $49.2M

Holders
593
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
VGA
151
Vanguard Global Advisers
Pennsylvania
$3.13M
BA
152
Bridgewater Associates
Connecticut
$3.11M
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$3.04M
Natixis Advisors
154
Natixis Advisors
Massachusetts
$3.03M
MOACM
155
Mutual of America Capital Management
New York
$3M
Creative Planning
156
Creative Planning
Kansas
$2.96M
NW
157
NewEdge Wealth
Pennsylvania
$2.92M
National Bank of Canada
158
National Bank of Canada
Quebec, Canada
$2.9M
OTL
159
Oak Thistle LLC
New York
$2.89M
KBC Group
160
KBC Group
Belgium
$2.79M
WIM
161
Walsky Investment Management
Pennsylvania
$2.74M
WC
162
Waterloo Capital
Texas
$2.72M
BFM
163
Boothbay Fund Management
New York
$2.71M
Citigroup
164
Citigroup
New York
$2.68M
Cetera Investment Advisers
165
Cetera Investment Advisers
Illinois
$2.67M
NAMI
166
Nomura Asset Management International
Pennsylvania
$2.65M
EIP
167
Easterly Investment Partners
Massachusetts
$2.62M
EGM
168
Engineers Gate Manager
New York
$2.6M
Two Sigma Investments
169
Two Sigma Investments
New York
$2.6M
QT
170
Quantbot Technologies
New York
$2.58M
EMPI
171
Elo Mutual Pension Insurance
Finland
$2.55M
GC
172
Guggenheim Capital
Illinois
$2.51M
Ohio Public Employees Retirement System (OPERS)
173
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.47M
PI
174
PineBridge Investments
New York
$2.45M
YCM
175
Yousif Capital Management
Michigan
$2.45M