We are live on ! Find out more

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
RC
201
RBF Capital
California
$1.82M
Walleye Capital
202
Walleye Capital
New York
$1.8M
JCM
203
Jacobi Capital Management
Pennsylvania
$1.8M
SGCA
204
Steel Grove Capital Advisors
Tennessee
$1.78M
KCM
205
Kendall Capital Management
Maryland
$1.78M
CI Investments Inc
206
CI Investments Inc
Ontario, Canada
$1.78M
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$1.75M
Jones Financial Companies
208
Jones Financial Companies
Missouri
$1.74M
FRM
209
Fox Run Management
Connecticut
$1.73M
Canada Pension Plan Investment Board
210
Canada Pension Plan Investment Board
Ontario, Canada
$1.65M
GCP
211
GSA Capital Partners
United Kingdom
$1.65M
OPERF
212
Oregon Public Employees Retirement Fund
Oregon
$1.6M
CBU
213
CIBC Bancorp USA
Illinois
$1.6M
CL
214
Choreo LLC
Illinois
$1.6M
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$1.56M
LCM
216
Landscape Capital Management
New Jersey
$1.54M
Osaic Holdings
217
Osaic Holdings
Arizona
$1.52M
Focus Partners Wealth
218
Focus Partners Wealth
Massachusetts
$1.49M
ACB
219
Aristotle Capital Boston
Massachusetts
$1.49M
CSA
220
Cornerstone Select Advisors
Missouri
$1.46M
VI
221
Vestcor Inc
New Brunswick, Canada
$1.45M
AIP
222
Ameritas Investment Partners
Nebraska
$1.44M
HA
223
Huntleigh Advisors
Missouri
$1.4M
SDIC
224
South Dakota Investment Council
South Dakota
$1.39M
CPC
225
Consolidated Planning Corp
Georgia
$1.38M