UGI
UGI
597 hedge funds and large institutions have $7.07B invested in UGI in 2026 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 218 increasing their positions, 200 reducing their positions, and 74 closing their positions.
9% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 200
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less first-time investments, than exits
New positions opened: 68 | Existing positions closed: 74
2.36% less ownership
Funds ownership: 92.79% → 90.43% (-2.4%)
3% less funds holding
Funds holding: 613 → 597 (-16)
5% less capital invested
Capital invested by funds: $7.46B → $7.07B (-$392M)
48% less call options, than puts
Call options by funds: $25.5M | Put options by funds: $49.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Hamlin Capital Management
New York
|
+$77.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$59.9M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$47M |
| 4 |
Neuberger Berman Group
New York
|
+$41.1M |
| 5 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$87.8M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$64.9M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$49.2M |
| 4 |
Pictet Asset Management
Carouge,
Switzerland
|
-$41.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
-$36.9M |
UGI Hedge Fund Activity: Q1 2026 in Review
597 of the 8,187 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q1 2026, worth a combined $7.07B — down 5.2% from $7.46B a quarter earlier.
Sellers outnumbered buyers: 74 funds closed out of UGI and 68 opened new positions — a net loss of 6 holders — while 200 trimmed existing stakes and 218 added.
The largest buyer was Hamlin Capital Management, adding an estimated $77.3M. The largest seller was State Street, cutting an estimated $87.8M.
- 597 institutional investors held UGI (UGI) as of Q1 2026, down from 613 in Q4 2025.
- Funds reported $7.07B of UGI stock for Q1 2026, down 5.2% quarter-over-quarter.
- 68 funds opened new UGI positions in Q1 2026 and 74 closed out, a net change of -6 holders.
- The largest UGI buyer in Q1 2026 was Hamlin Capital Management, an estimated $77.3M added.
- The largest UGI seller in Q1 2026 was State Street, an estimated $87.8M sold.
Based on aggregated 13F filings for Q1 2026.