Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ugi Corp New (UGI)

614 + Investors. Track Smart Money conviction in UGI. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +26
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — UGI

Based on 624 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
624 hedge funds hold UGI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +5% more funds vs a year ago

fund count last 6Q
+29 new funds entered over the past year (+5% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

355 buying245 selling
Last quarter: 355 funds bought or added vs 245 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+31 vs last Q)

new funds entering per quarter
Funds opening a new UGI position: 63 → 107 → 70 → 101. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 22% medium ■ 19% new
372 out of 624 hedge funds have held UGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~101 new funds/quarter

96 → 63 → 107 → 70 → 101 new funds/Q
New funds entering each quarter: 63 → 107 → 70 → 101. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 22% newcomers

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Entry-cohort mix of 630 holders: 406 (64%) are 2+ year veterans, 88 entered 1–2 years ago, and 136 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 55% AUM from top-100 funds

55% from top-100 AUM funds
58 of 620 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in UGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UGI

In 2026 Q2, 355 hedge funds were net buyers of UGI (101 opened a new position, 254 added to an existing one), while 245 reduced or exited (170 trimmed, 75 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 55% of total institutional value in UGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +26 funds (more new holders than closures). Total institutional holders: 624.

Hedge Fund Ownership: UGI

How many hedge funds hold UGI — quarterly history vs. share price
Quarterly hedge fund ownership of UGI vs. share price

Market Analysis: UGI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UGI

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

17 top-rated funds 2 high-conviction
Consensus
5.5
/ 10
breadth
×
Elite
2.2
/ 10
conviction
Hedge Fund Positioning: UGI
2026 Q3 Stats Unlock in 4 days 614 + Investors

Track Smart Money conviction in UGI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 614 598 2.68%
13F Shares 204M 198M 3.15%
Total Value $6.71B $6.85B -2.13%
New Positions 98 70 +28
Increased Positions 250 221 +29
Closed Positions 78 81 -3
Reduced Positions 167 198 -31
Total Calls 6 8 -25.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.5 0.62 Bullish

Statistics: UGI

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Financial Highlights

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Institutional Holders (2026 Q3)

614 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UGI. Verified SEC 13F-HR filings.

QUARTER:
2026 Q3 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 UGI holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Edmp, INC. 3.27% 118,838 $4.2M
2 Hamlin Capital Management, LLC 2.26% 2,554,320 $91.1M
3 Private Management Group Inc 1.08% 1,104,312 $39.4M
4 Corundum Trust Company, INC 0.92% 9,773 $349K
5 Deprince Race & Zollo Inc 0.88% 1,402,156 $50.0M
6 River Road Asset Management, LLC 0.72% 1,708,340 $60.9M
7 Cornerstone Select Advisors, LLC 0.67% 46,239 $1.6M
8 Bill Few Associates, Inc. 0.66% 89,414 $3.2M
9 Roffman Miller Associates Inc /Pa/ 0.61% 332,133 $11.8M
10 Arbejdsmarkedets Tillaegspension 0.60% 664,400 $23.7M
11 Energy Income Partners, LLC 0.60% 1,054,721 $37.6M
12 Fuller & Thaler Asset Management, INC. 0.58% 5,499,420 $196.2M
13 Cyndeo Wealth Partners, LLC 0.47% 292,744 $10.4M
14 Loudon Investment Management, LLC 0.46% 26,145 $933K
15 RD Lewis Holdings, Inc. 0.41% 14,346 $553K
16 Live Oak Investment Partners 0.40% 20,869 $744K
17 Burney Co/ 0.40% 404,911 $14.4M
18 Argyle Capital Management, LLC 0.39% 38,324 $1.4M
19 Burford Brothers, Inc. 0.39% 29,814 $1.1M
20 Kennedy Capital Management LLC 0.39% 574,876 $20.5M
21 Kendall Capital Management 0.37% 63,263 $2.3M
22 T3 Companies, LLC 0.37% 10,722 $382K
23 BW Gestao de Investimentos Ltda. 0.36% 417,107 $14.9M
24 Eagle Harbor Asset Management Inc /Adv 0.35% 13,248 $473K
25 Convergence Investment Partners, LLC 0.34% 127,976 $4.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

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Frequently Asked Questions — Ugi Corp New (UGI)

What does the Smart Money Trend signal show for UGI?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UGI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UGI?

Slight buying edge — 59% buying: Last quarter: 355 funds bought or added vs 245 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UGI holders?

Elite ownership — 55% AUM from top-100 funds: 58 of 620 holders are among the 100 largest funds by AUM, controlling 55% of total institutional value in UGI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UGI?

60% of holders stayed for 2+ years: 372 out of 624 hedge funds have held UGI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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