UGI
564 hedge funds and large institutions have $6.44B invested in UGI in 2025 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 192 increasing their positions, 167 reducing their positions, and 54 closing their positions.
107% more first-time investments, than exits
New positions opened: 112 | Existing positions closed: 54
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
15% more capital invested
Capital invested by funds: $5.59B → $6.44B (+$857M)
15% more repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 167
11% more funds holding
Funds holding: 509 → 564 (+55)
1.19% less ownership
Funds ownership: 91.83% → 90.64% (-1.2%)
59% less call options, than puts
Call options by funds: $41.3M | Put options by funds: $99.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$45.2M |
| 2 |
Pictet Asset Management
Carouge,
Switzerland
|
+$44.7M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$43.2M |
| 4 |
HVCM
HG Vora Capital Management
New York
|
+$31.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$29.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$71.5M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$46.7M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$33.9M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
-$24.8M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$24.2M |
UGI Hedge Fund Activity: Q1 2025 in Review
564 of the 7,472 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2025, worth a combined $6.44B — up 15% from $5.59B a quarter earlier.
Buyers outnumbered sellers: 112 funds opened new UGI positions and 54 closed out — a net gain of 58 holders — while 192 added to existing stakes and 167 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $45.2M. The largest seller was Mitsubishi UFJ Trust & Banking, cutting an estimated $71.5M.
- 564 institutional investors held UGI (UGI) as of Q1 2025, up from 509 in Q4 2024.
- Funds reported $6.44B of UGI stock for Q1 2025, up 15% quarter-over-quarter.
- 112 funds opened new UGI positions in Q1 2025 and 54 closed out, a net change of +58 holders.
- The largest UGI buyer in Q1 2025 was Neuberger Berman Group, an estimated $45.2M added.
- The largest UGI seller in Q1 2025 was Mitsubishi UFJ Trust & Banking, an estimated $71.5M sold.
Based on aggregated 13F filings for Q1 2025.