UGI
588 hedge funds and large institutions have $7.15B invested in UGI in 2025 Q2 according to their latest regulatory filings, with 91 funds opening new positions, 224 increasing their positions, 177 reducing their positions, and 59 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding in top 10
Funds holding in top 10: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
5% more funds holding
Funds holding: 560 → 588 (+28)
2.4% more ownership
Funds ownership: 89.14% → 91.54% (+2.4%)
69% less call options, than puts
Call options by funds: $27.2M | Put options by funds: $88.2M
Holders
588
Holding in Top 10
8
Calls
$27.2M
Puts
$88.2M
Top Buyers
| 1 | +$93.6M | |
| 2 | +$56.7M | |
| 3 | +$48.5M | |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$31.4M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$29.3M |
Top Sellers
| 1 | -$64.8M | |
| 2 | -$27.7M | |
| 3 | -$27.2M | |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
-$25.5M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$24.9M |
