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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 %
ASRS
176
Arizona State Retirement System
Arizona
$2.28M +$40.2K +1,104 +2%
LSERS
177
Louisiana State Employees Retirement System
Louisiana
$2.2M +$3.64K +100 +0.2%
RC
178
RBF Capital
California
$2.19M – – –
Stifel Financial
179
Stifel Financial
Missouri
$2.17M +$109K +2,999 +5%
Macquarie Group
180
Macquarie Group
Australia
$2.16M +$510K +14,000 +31%
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$2.12M +$440K +12,062 +26%
AG
182
Algert Global
California
$2.11M +$2.11M +57,790 New
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$2.05M -$1.34M -36,897 -40%
MCA
184
MSH Capital Advisors
Arizona
$2.05M +$10.9K +300 +0.5%
CAS
185
Coppell Advisory Solutions
Texas
$2.04M +$806K +22,300 +65%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.01M +$136K +3,747 +7%
VPIM
187
Vanguard Personalized Indexing Management
California
$1.98M +$189K +5,194 +11%
HF
188
HRT Financial
New York
$1.98M +$1.98M +54,268 New
EIP
189
Easterly Investment Partners
Massachusetts
$1.96M -$947K -26,010 -33%
Creative Planning
190
Creative Planning
Kansas
$1.95M +$72.1K +1,979 +4%
LIM
191
Loudon Investment Management
New Hampshire
$1.93M – – –
Verition Fund Management
192
Verition Fund Management
Connecticut
$1.9M -$2.6M -71,386 -58%
Mackenzie Financial
193
Mackenzie Financial
Ontario, Canada
$1.88M +$557K +15,296 +42%
SOMRS
194
State of Michigan Retirement System
Michigan
$1.88M +$3.64K +100 +0.2%
A
195
AlphaQuest
New York
$1.85M +$265K +7,282 +17%
NL
196
NKCFO LLC
Illinois
$1.83M +$1.83M +50,250 New
OSAM
197
O'Shaughnessy Asset Management
Connecticut
$1.81M +$213K +5,852 +13%
AIM
198
Aigen Investment Management
New York
$1.8M -$1.11M -30,589 -38%
JCM
199
Jacobi Capital Management
Pennsylvania
$1.76M +$28.3K +778 +2%
Envestnet Portfolio Solutions
200
Envestnet Portfolio Solutions
Illinois
$1.76M +$888K +24,373 +102%
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8
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