559 hedge funds and large institutions have $6.34B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 114 funds opening new positions, 191 increasing their positions, 165 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
559
Holders Change
+54
Holders Change %
+10.69%
% of All Funds
7.59%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
114
Increased
191
Reduced
165
Closed
55
Calls
$41.3M
Puts
$99.5M
Net Calls
-$58.3M
Net Calls Change
-$23.2M
Name Holding Trade Value Shares
Change
Shares
Change %
RC
176
RBF Capital
California
$1.98M
SO
177
STRS Ohio
Ohio
$1.92M -$201K -6,091 -9%
Stifel Financial
178
Stifel Financial
Missouri
$1.87M +$1.08M +32,520 +136%
MCA
179
MSH Capital Advisors
Arizona
$1.85M +$2.32K +70 +0.1%
OC
180
Oppenheimer & Co
New York
$1.85M +$82.7K +2,501 +5%
Bank of Montreal
181
Bank of Montreal
Ontario, Canada
$1.84M -$1.26M -38,079 -41%
HFM
182
Harvest Fund Management
China
$1.78M +$981K +31,742 +123%
LIM
183
Loudon Investment Management
New Hampshire
$1.76M +$1.76M +53,105 New
Creative Planning
184
Creative Planning
Kansas
$1.7M -$55.8K -1,688 -3%
SOMRS
185
State of Michigan Retirement System
Michigan
$1.7M +$19.8K +600 +1%
COPPSERS
186
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.7M +$130K +3,934 +8%
CIC
187
Chase Investment Counsel
Virginia
$1.67M +$1.67M +50,593 New
ICA
188
Infrastructure Capital Advisors
New York
$1.66M +$105K +3,190 +7%
AIMCA
189
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.64M
VPIM
190
Vanguard Personalized Indexing Management
California
$1.63M +$139K +4,199 +9%
AP
191
Advisors Preferred
Maryland
$1.6M +$1.6M +47,770 New
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$1.58M +$1.59K +48 +0.1%
JCM
193
Jacobi Capital Management
Pennsylvania
$1.57M +$74.4K +2,251 +5%
FNT
194
First National Trust
Pennsylvania
$1.54M
Pathstone Holdings
195
Pathstone Holdings
New Jersey
$1.53M +$22.9K +691 +2%
Simplex Trading
196
Simplex Trading
Illinois
$1.52M +$581K +17,563 +62%
DADC
197
D.A. Davidson & Co
Montana
$1.51M +$1.51M +45,551 New
Mariner
198
Mariner
Kansas
$1.5M -$94.8K -2,868 -6%
Canada Pension Plan Investment Board
199
Canada Pension Plan Investment Board
Ontario, Canada
$1.5M
Macquarie Group
200
Macquarie Group
Australia
$1.5M