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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 %
HFM
201
Harvest Fund Management
China
$1.75M -$122K -3,757 -7%
YIH
202
Y-Intercept (HK)
Hong Kong
$1.75M +$1.34M +36,855 +330%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$1.74M +$4.26K +117 +0.2%
CIC
204
Chase Investment Counsel
Virginia
$1.73M -$116K -3,195 -6%
ET
205
Entropy Technologies
New York
$1.72M -$1.1M -30,119 -39%
FNT
206
First National Trust
Pennsylvania
$1.69M – – –
Deutsche Bank
207
Deutsche Bank
Germany
$1.68M +$102K +2,789 +6%
DADC
208
D.A. Davidson & Co
Montana
$1.66M +$1.09K +30 +0.1%
Canada Pension Plan Investment Board
209
Canada Pension Plan Investment Board
Ontario, Canada
$1.65M – – –
ASN
210
Advisory Services Network
Georgia
$1.63M +$54K +1,492 +3%
PHK
211
Point72 Hong Kong
Hong Kong
$1.6M +$1.56M +42,786 +3,614%
BAAM
212
Baker Avenue Asset Management
California
$1.59M +$1.59M +43,713 New
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$1.59M – – –
EMPI
214
Elo Mutual Pension Insurance
Finland
$1.57M +$95.4K +2,619 +6%
NMERB
215
New Mexico Educational Retirement Board
New Mexico
$1.56M – – –
SM
216
Sciencast Management
New Jersey
$1.55M -$648K -17,806 -30%
SC
217
SummitTX Capital
Texas
$1.54M +$1.04M +28,650 +210%
Mariner
218
Mariner
Kansas
$1.53M -$121K -3,325 -7%
AIP
219
Ameritas Investment Partners
Nebraska
$1.52M -$22.9K -630 -1%
Simplex Trading
220
Simplex Trading
Illinois
$1.5M -$179K -4,928 -11%
BC
221
Bayforest Capital
United Kingdom
$1.47M +$843K +23,151 +134%
CCS
222
Concentric Capital Strategies
Connecticut
$1.4M +$1.4M +38,519 New
Teacher Retirement System of Texas
223
Teacher Retirement System of Texas
Texas
$1.39M +$247K +6,789 +22%
JCIA
224
Jackson Creek Investment Advisors
Colorado
$1.33M +$1.33M +36,560 New
ACM
225
Argyle Capital Management
Pennsylvania
$1.33M +$20K +550 +2%
7 8
9
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