Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Ugi Corp New (UGI)

589 + 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
↓ -14
Streak
1Q ▼
Buyers last Q
51%

Smart Money Signals — UGI

Based on 594 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (98% of max)

98% of all-time peak
594 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 — +6% more funds vs a year ago

fund count last 6Q
+35 new funds entered over the past year (+6% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

290 buying281 selling
Last quarter: 290 funds bought or added vs 281 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.
⚠️

Fewer new buyers each quarter (-38 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 94 → 63 → 106 → 68. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 23% medium ■ 16% new
363 out of 594 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.
📈

Growing discovery — still being found

116 → 94 → 63 → 106 → 68 new funds/Q
New funds entering each quarter: 94 → 63 → 106 → 68. A growing number of institutions are discovering UGI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 604 holders: 412 (68%) are 2+ year veterans, 61 entered 1–2 years ago, and 131 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
57 of 591 holders are among the 100 largest funds by AUM, controlling 40% 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.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — 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 Q1, 290 hedge funds were net buyers of UGI (68 opened a new position, 222 added to an existing one), while 281 reduced or exited (199 trimmed, 82 sold completely) — a 51% buyer ratio, indicating a slight buying edge. 40% of total institutional value in UGI is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -14 funds (more exits than new entries). Total institutional holders: 594.

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.

Is It Too Late to Buy Ugi Corp New (UGI) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UGI has moved relative to its sector benchmark (XLU) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 85d ago
UGI
-7.2%
XLU
-1.9%

UGI outperformed XLU by -5.3% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 40d ago
UGI
+0.5%
XLU
+2.6%

Since the filing became public, UGI outperformed XLU by -2.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

34 top-rated funds 2 high-conviction
Consensus
6.7
/ 10
breadth
×
Elite
2.5
/ 10
conviction
Hedge Fund Positioning: UGI
589 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 589 608 -3.12%
13F Shares 195M 202M -3.44%
Total Value $6.75B $7.53B -10.31%
New Positions 67 106 -39
Increased Positions 219 200 +19
Closed Positions 86 58 +28
Reduced Positions 195 209 -14
Total Calls 8 7 14.29%
Total Puts 5 4 25.0%
PUT/CALL Ratio 0.62 0.57 Bullish

Statistics: UGI

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

589 + 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:
Top 25 UGI holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Snyder Capital Management L P 3.79% 5,366,697 $195.5M
2 Edmp, INC. 3.49% 118,392 $4.3M
3 Walsky Investment Management, Inc. 2.80% 75,265 $2.7M
4 Hamlin Capital Management, LLC 2.32% 2,639,989 $96.1M
5 Bragg Financial Advisors, Inc 1.52% 1,321,705 $48.1M
6 Portman Square Capital LLP 1.37% 976,500 $35.6M
7 RPG Investment Advisory, LLC 1.25% 285,356 $10.4M
8 SIR Capital Management, L.P. 1.20% 352,450 $12.8M
9 Miller Value Partners, LLC 1.15% 121,000 $4.4M
10 Oxbow Advisors, LLC 1.01% 327,315 $11.9M
11 Private Management Group Inc 1.00% 954,418 $34.8M
12 Callodine Capital Management, LP 0.99% 387,287 $14.1M
13 Calydon Capital 0.98% 164,384 $6.0M
14 Cornerstone Select Advisors, LLC 0.91% 40,124 $1.5M
15 Stansberry Asset Management, LLC 0.84% 223,053 $8.1M
16 Bill Few Associates, Inc. 0.81% 93,169 $3.4M
17 Corundum Trust Company, INC 0.81% 9,773 $356K
18 Mork Capital Management, LLC 0.76% 29,360 $1.1M
19 Energy Income Partners, LLC 0.75% 1,283,595 $46.7M
20 Fuller & Thaler Asset Management, INC. 0.66% 5,342,372 $194.6M
21 Cutter & CO Brokerage, Inc. 0.65% 82,466 $2.7M
22 Roffman Miller Associates Inc /Pa/ 0.64% 304,684 $11.1M
23 Arbejdsmarkedets Tillaegspension 0.63% 693,394 $25.3M
24 Loudon Investment Management, LLC 0.57% 29,285 $1.1M
25 Burney Co/ 0.53% 466,361 $17.0M
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

Frequently Asked Questions — Ugi Corp New (UGI)

What does the Smart Money Trend signal show for UGI?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UGI positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UGI?

Slight buying edge — 51% buying: Last quarter: 290 funds bought or added vs 281 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 — 40% AUM from top-100 funds: 57 of 591 holders are among the 100 largest funds by AUM, controlling 40% 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?

61% of holders stayed for 2+ years: 363 out of 594 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.

Is it too late to buy Ugi Corp New (UGI) following the 2026 Q1 hedge fund 13F filings?

As of today, UGI has moved +0.5% since the 2026 Q1 13F filing date (May 15, 2026), compared to +2.6% for the XLU sector ETF — an outperformance of -2.1%. Since the quarter end (March 31, 2026), UGI has gained -7.2% vs -1.9% for XLU. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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