13F Filings/UGI

UGI CORP NEW (UGI): Institutional Ownership

Hedge funds and institutional managers reporting a position in UGI · Utilities. Based on the most recent 13F filing from each holder, sourced from SEC EDGAR.

Reported Holders
21
13F filers
Aggregate Value
$153.1M
Across holders
Last Price
$35.43
2026-06-26
Sector
Utilities
GICS
Holder activity4 new10 added7 reduced
Institutional Holders of UGI
↗
21 holders
Manager⇅Type⇅Shares⇅Market Value▼% of Total⇅% of Portfolio⇅Action⇅QoQ Change⇅Quarter⇅
Man Group plc
CIK 0001637460
Hedge Fund779K$28.4M18.5%0.1%Added+$10.6MQ1 2026
Qube Research & Technologies Ltd
CIK 0001729829
Hedge Fund665K$24.2M15.8%0.0%Reduced$-6.5MQ1 2026
BALYASNY ASSET MANAGEMENT LLC
CIK 0001218710
Hedge Fund594K$21.6M14.1%0.0%Added+$16.8MQ1 2026
Ancora Advisors, LLC
CIK 0001446114
Hedge Fund393K$14.3M9.3%0.3%Reduced$-233KQ1 2026
RENAISSANCE TECHNOLOGIES LLC
CIK 0001037389
Hedge Fund361K$13.1M8.6%0.0%Added+$5.3MQ1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.
CIK 0001165408
Hedge Fund425K$12.0M7.8%0.0%New—Q4 2024
Hudson Bay Capital Management LP
CIK 0001393825
Hedge Fund234K$8.5M5.6%0.0%Reduced$-1.9MQ1 2026
MARSHALL WACE, LLP
CIK 0001318757
Hedge Fund197K$7.2M4.7%0.0%Added+$7.2MQ1 2026
Brevan Howard Capital Management LP
CIK 0001512857
Hedge Fund115K$4.2M2.7%0.0%Added+$2.8MQ1 2026
TUDOR INVESTMENT CORP ET AL
CIK 0000923093
Hedge Fund112K$4.1M2.7%0.0%Added+$3.9MQ1 2026
Schonfeld Strategic Advisors LLC
CIK 0001665241
Hedge Fund97K$3.5M2.3%0.0%Reduced$-2.6MQ1 2026
Bridgewater Associates, LP
CIK 0001350694
Hedge Fund85K$3.1M2.0%0.0%Added+$636KQ1 2026
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
Hedge Fund71K$2.6M1.7%0.0%Added+$480KQ1 2026
Walleye Capital LLC
CIK 0001758720
Hedge Fund50K$1.8M1.2%0.0%New—Q1 2026
Grantham, Mayo, Van Otterloo & Co. LLC
CIK 0001352662
Institutional Manager35K$1.3M0.8%0.0%Reduced$-1.6MQ1 2026
CITADEL ADVISORS LLC
CIK 0001423053
Hedge Fund31K$1.1M0.7%0.0%Reduced$-2.7MQ1 2026
GAMCO INVESTORS, INC. ET AL
CIK 0000807249
Institutional Manager25K$904K0.6%0.0%Added+$14KQ1 2026
First Eagle Investment Management, LLC
CIK 0001325447
Institutional Manager12K$426K0.3%0.0%Added+$110KQ1 2026
ExodusPoint Capital Management, LP
CIK 0001736225
Hedge Fund9K$354K0.2%0.0%New—Q4 2025
Verition Fund Management LLC
CIK 0001454027
Hedge Fund7K$262K0.2%0.0%New—Q4 2025
Man Group plcAdded
Hedge Fund
$28.4M· 18.5% of total· 0.1% port· 779K sh· +$10.6M QoQ· Q1 2026
Qube Research & Technologies LtdReduced
Hedge Fund
$24.2M· 15.8% of total· 0.0% port· 665K sh· $-6.5M QoQ· Q1 2026
BALYASNY ASSET MANAGEMENT LLCAdded
Hedge Fund
$21.6M· 14.1% of total· 0.0% port· 594K sh· +$16.8M QoQ· Q1 2026
Ancora Advisors, LLCReduced
Hedge Fund
$14.3M· 9.3% of total· 0.3% port· 393K sh· $-233K QoQ· Q1 2026
RENAISSANCE TECHNOLOGIES LLCAdded
Hedge Fund
$13.1M· 8.6% of total· 0.0% port· 361K sh· +$5.3M QoQ· Q1 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.New
Hedge Fund
$12.0M· 7.8% of total· 0.0% port· 425K sh· — QoQ· Q4 2024
Hudson Bay Capital Management LPReduced
Hedge Fund
$8.5M· 5.6% of total· 0.0% port· 234K sh· $-1.9M QoQ· Q1 2026
MARSHALL WACE, LLPAdded
Hedge Fund
$7.2M· 4.7% of total· 0.0% port· 197K sh· +$7.2M QoQ· Q1 2026
Brevan Howard Capital Management LPAdded
Hedge Fund
$4.2M· 2.7% of total· 0.0% port· 115K sh· +$2.8M QoQ· Q1 2026
TUDOR INVESTMENT CORP ET ALAdded
Hedge Fund
$4.1M· 2.7% of total· 0.0% port· 112K sh· +$3.9M QoQ· Q1 2026
Schonfeld Strategic Advisors LLCReduced
Hedge Fund
$3.5M· 2.3% of total· 0.0% port· 97K sh· $-2.6M QoQ· Q1 2026
Bridgewater Associates, LPAdded
Hedge Fund
$3.1M· 2.0% of total· 0.0% port· 85K sh· +$636K QoQ· Q1 2026
TWO SIGMA INVESTMENTS, LPAdded
Hedge Fund
$2.6M· 1.7% of total· 0.0% port· 71K sh· +$480K QoQ· Q1 2026
Walleye Capital LLCNew
Hedge Fund
$1.8M· 1.2% of total· 0.0% port· 50K sh· — QoQ· Q1 2026
Grantham, Mayo, Van Otterloo & Co. LLCReduced
Institutional Manager
$1.3M· 0.8% of total· 0.0% port· 35K sh· $-1.6M QoQ· Q1 2026
CITADEL ADVISORS LLCReduced
Hedge Fund
$1.1M· 0.7% of total· 0.0% port· 31K sh· $-2.7M QoQ· Q1 2026
GAMCO INVESTORS, INC. ET ALAdded
Institutional Manager
$904K· 0.6% of total· 0.0% port· 25K sh· +$14K QoQ· Q1 2026
First Eagle Investment Management, LLCAdded
Institutional Manager
$426K· 0.3% of total· 0.0% port· 12K sh· +$110K QoQ· Q1 2026
ExodusPoint Capital Management, LPNew
Hedge Fund
$354K· 0.2% of total· 0.0% port· 9K sh· — QoQ· Q4 2025
Verition Fund Management LLCNew
Hedge Fund
$262K· 0.2% of total· 0.0% port· 7K sh· — QoQ· Q4 2025
AQR CAPITAL MANAGEMENT LLCReduced
Hedge Fund
$19K· 0.0% of total· 0.0% port· 509 sh· $-32.5M QoQ· Q1 2026
1–20 of 21
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← All 13F filings