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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
7.83%
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
CAPTRUST Financial Advisors
North Carolina
$93.8M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$90M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
$57.9M
4
LSV Asset Management
LSV Asset Management
Illinois
$178M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$32.6M

Top Sellers

1
CM
Corvex Management
New York
$0
2
Federated Hermes
Federated Hermes
Pennsylvania
$114M
3
DZ Bank
DZ Bank
Germany
$13.1M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$5.89M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$40.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$959M -$17.6M -484,343 -2%
BlackRock
2
BlackRock
New York
$918M +$1.03M +28,159 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$444M +$714K +19,592 +0.2%
State Street
4
State Street
Massachusetts
$357M +$11.5M +312,176 +3%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$249M +$1.07M +29,361 +0.4%
LSV Asset Management
6
LSV Asset Management
Illinois
$178M +$31.4M +862,280 +21%
SCM
7
Snyder Capital Management
California
$175M -$8.29M -227,734 -5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$154M -$1.37M -37,599 -0.9%
Pictet Asset Management
9
Pictet Asset Management
Switzerland
$133M +$18.7M +512,585 +16%
Northern Trust
10
Northern Trust
Illinois
$131M -$19.1M -525,737 -13%
Neuberger Berman Group
11
Neuberger Berman Group
New York
$119M +$10.5M +288,975 +10%
Norges Bank
12
Norges Bank
Norway
$119M +$119M +3,265,767 New
Federated Hermes
13
Federated Hermes
Pennsylvania
$114M -$27.7M -759,256 -20%
Morgan Stanley
14
Morgan Stanley
New York
$106M +$4.28M +117,402 +4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$102M +$4.56M +125,096 +5%
CAPTRUST Financial Advisors
16
CAPTRUST Financial Advisors
North Carolina
$93.8M +$93.6M +2,568,817 +34,940%
First Trust Advisors
17
First Trust Advisors
Illinois
$93.8M -$640K -17,572 -0.7%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$93.4M -$1.01M -27,703 -1%
Charles Schwab
19
Charles Schwab
California
$90.5M -$869K -23,859 -1%
Ameriprise
20
Ameriprise
Minnesota
$90M -$6.29M -172,588 -7%
Mitsubishi UFJ Trust & Banking
21
Mitsubishi UFJ Trust & Banking
Japan
$90M +$56.7M +1,556,273 +170%
HAI
22
Hennessy Advisors Inc
California
$82.7M +$3.68M +101,000 +5%
LF
23
Lansforsakringar Fondforvaltning
Sweden
$68.7M -$17.4M -477,400 -20%
JAM
24
Jupiter Asset Management
United Kingdom
$68.4M – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$59M +$12M +328,720 +25%
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