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 %
Caisse de Depot et Placement du Quebec (CDPQ)
201
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$1.46M +$1.46M +44,000 New
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$1.45M +$499K +15,100 +52%
OPERF
203
Oregon Public Employees Retirement Fund
Oregon
$1.44M -$1.52K -46 -0.1%
A
204
AlphaQuest
New York
$1.44M +$1.36M +41,152 +1,718%
ASN
205
Advisory Services Network
Georgia
$1.44M +$35.9K +1,087 +3%
Deutsche Bank
206
Deutsche Bank
Germany
$1.43M +$34.5K +1,044 +2%
NMERB
207
New Mexico Educational Retirement Board
New Mexico
$1.42M
AIP
208
Ameritas Investment Partners
Nebraska
$1.4M -$24.3K -735 -2%
SCM
209
Sterling Capital Management
North Carolina
$1.39M +$980K +29,644 +236%
FRM
210
Fox Run Management
Connecticut
$1.38M +$1.38M +41,594 New
SPIA
211
Steward Partners Investment Advisory
New York
$1.37M +$799K +24,153 +140%
EMPI
212
Elo Mutual Pension Insurance
Finland
$1.34M +$1.34M +40,475 New
GT
213
Glenmede Trust
Pennsylvania
$1.31M -$3.08K -93 -0.2%
ACM
214
Aquatic Capital Management
Illinois
$1.26M +$1.26M +37,972 New
WIS
215
Wright Investors Service
Connecticut
$1.22M -$7.84K -237 -0.6%
Mackenzie Financial
216
Mackenzie Financial
Ontario, Canada
$1.2M -$496K -14,998 -29%
AFCM
217
Applied Finance Capital Management
Puerto Rico
$1.2M -$139K -4,201 -10%
AI
218
Atom Investors
Texas
$1.2M +$1.2M +36,340 New
ACM
219
Argyle Capital Management
Pennsylvania
$1.19M +$24.8K +750 +2%
MCM
220
Mork Capital Management
California
$1.18M
DTL
221
Dynamic Technology Lab
Singapore
$1.15M +$1.15M +34,750 New
HA
222
Huntleigh Advisors
Missouri
$1.14M +$832K +25,163 +266%
SG Americas Securities
223
SG Americas Securities
New York
$1.12M +$1.12M +33,980 New
CAS
224
Coppell Advisory Solutions
Texas
$1.12M +$1.02M +31,104 +1,033%
OQS
225
Occudo Quantitative Strategies
Florida
$1.12M +$276K +8,386 +33%