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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
KK
176
KLP Kapitalforvaltning
Norway
$2.44M
M&T Bank
177
M&T Bank
New York
$2.42M
TRSOTSOK
178
Teachers Retirement System of the State of Kentucky
Kentucky
$2.42M
CAM
179
Cozad Asset Management
Illinois
$2.34M
LSERS
180
Louisiana State Employees Retirement System
Louisiana
$2.27M
Mercer Global Advisors
181
Mercer Global Advisors
Colorado
$2.25M
State of New Jersey Common Pension Fund D
182
State of New Jersey Common Pension Fund D
New Jersey
$2.25M
AA
183
ALPS Advisors
Colorado
$2.23M
VPIM
184
Vanguard Personalized Indexing Management
California
$2.22M
FNT
185
First National Trust
Pennsylvania
$2.2M
ASRS
186
Arizona State Retirement System
Arizona
$2.15M
HW
187
Hancock Whitney
Mississippi
$2.13M
Deutsche Bank
188
Deutsche Bank
Germany
$2.1M
SPIA
189
Steward Partners Investment Advisory
New York
$2.07M
MCA
190
MSH Capital Advisors
Arizona
$2.06M
OSAM
191
O'Shaughnessy Asset Management
Connecticut
$2.06M
MNA
192
Manning & Napier Advisors
New York
$2.02M
ACG
193
Aventail Capital Group
New York
$1.99M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
194
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.99M
VIA
195
Vanguard Investments Australia
Australia
$1.98M
COPPSERS
196
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.96M
Pathstone Holdings
197
Pathstone Holdings
New Jersey
$1.94M
PNC Financial Services Group
198
PNC Financial Services Group
Pennsylvania
$1.92M
SOMRS
199
State of Michigan Retirement System
Michigan
$1.88M
Amundi
200
Amundi
France
$1.86M