UGI
624 hedge funds and large institutions have $7.02B invested in UGI in 2026 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 253 increasing their positions, 169 reducing their positions, and 67 closing their positions.
140% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $8.4M
50% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 169
48% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 67
5% more funds holding
Funds holding: 597 → 624 (+27)
4.33% more ownership
Funds ownership: 90.44% → 94.77% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $7.07B → $7.02B (-$52.4M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$89.9M |
| 2 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$47.3M |
| 3 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
+$35.1M |
| 4 |
RRAM
River Road Asset Management
Louisville,
Kentucky
|
+$33.3M |
| 5 |
BlackRock
New York
|
+$28.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$52.2M |
| 2 |
LF
Lansforsakringar Fondforvaltning
Stockholm,
Sweden
|
-$47.7M |
| 3 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$44.8M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$36.5M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$24.2M |
UGI Hedge Fund Activity: Q2 2026 in Review
624 of the 8,349 institutional investors tracked by Wall St. Rank reported a position in UGI (UGI) for Q2 2026, worth a combined $7.02B — down 0.74% from $7.07B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new UGI positions and 67 closed out — a net gain of 32 holders — while 253 added to existing stakes and 169 trimmed.
The largest buyer was AQR Capital Management, adding an estimated $89.9M. The largest seller was Federated Hermes, cutting an estimated $52.2M.
- 624 institutional investors held UGI (UGI) as of Q2 2026, up from 597 in Q1 2026.
- Funds reported $7.02B of UGI stock for Q2 2026, down 0.74% quarter-over-quarter.
- 99 funds opened new UGI positions in Q2 2026 and 67 closed out, a net change of +32 holders.
- The largest UGI buyer in Q2 2026 was AQR Capital Management, an estimated $89.9M added.
- The largest UGI seller in Q2 2026 was Federated Hermes, an estimated $52.2M sold.
Based on aggregated 13F filings for Q2 2026.