Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UGI CORP NEW (UGI)

581 + 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
↑ +43
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — UGI

Based on 574 hedge funds · latest filing: 2025 Q4 · 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
574 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.
🚀

Fast accumulation — +21% more funds vs a year ago

fund count last 6Q
+98 new funds entered over the past year (+21% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 54% buying

296 buying256 selling
Last quarter: 296 funds bought or added vs 256 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 (+38 vs last Q)

new funds entering per quarter
Funds opening a new UGI position: 111 → 90 → 62 → 100. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 22% medium ■ 16% new
355 out of 574 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.
📊

Peak discovery — momentum slowing

82 → 111 → 90 → 62 → 100 new funds/Q
New funds entering each quarter: 111 → 90 → 62 → 100. UGI is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 69% of holders stayed 2+ years

■ 69% veterans ■ 9% 1-2yr ■ 22% new
Of 581 current holders: 403 (69%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 44% AUM from top-100 funds

44% from top-100 AUM funds
43 of 574 holders are among the 100 largest funds by AUM, controlling 44% 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.

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.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

66 top-rated funds 1 high-conviction
Consensus
7.9
/ 10
breadth
×
Elite
2.1
/ 10
conviction
Hedge Fund Positioning: UGI
2026 Q1 Stats Unlock in 14 days 581 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 581 545 6.61%
13F Shares 198M 195M 1.37%
Total Value $7.40B $6.49B 14.04%
New Positions 100 62 +38
Increased Positions 207 216 -9
Closed Positions 61 90 -29
Reduced Positions 210 208 +2
Total Calls 7 9 -22.22%
Total Puts 4 12 -66.67%
PUT/CALL Ratio 0.57 1.33 Bullish

Statistics: UGI

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
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Institutional Holders (2026 Q1)

581 + investors

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

Top 25 institutional holders of UGI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 EDMP, INC. 3.49% 118,392 $4.3M
2 Hamlin Capital Management, LLC 2.32% 2,639,989 $96.1M
3 Portman Square Capital LLP 1.37% 976,500 $35.6M
4 Oxbow Advisors, LLC 1.01% 327,315 $11.9M
5 Bill Few Associates, Inc. 0.81% 93,169 $3.4M
6 Corundum Trust Company, INC 0.81% 9,773 $356K
7 Cutter & CO Brokerage, Inc. 0.65% 82,466 $2.7M
8 ROFFMAN MILLER ASSOCIATES INC /PA/ 0.64% 304,684 $11.1M
9 Arbejdsmarkedets Tillaegspension 0.63% 693,394 $25.3M
10 BURNEY CO/ 0.53% 466,361 $17.0M
11 RD Lewis Holdings, Inc. 0.49% 14,686 $564K
12 Cyndeo Wealth Partners, LLC 0.48% 250,772 $9.1M
13 BW Gestao de Investimentos Ltda. 0.46% 377,800 $13.8M
14 HENNESSY ADVISORS INC 0.46% 346,152 $12.6M
15 Argyle Capital Management, LLC 0.44% 37,024 $1.3M
16 Live Oak Investment Partners 0.43% 20,205 $736K
17 Kendall Capital Management 0.37% 48,978 $1.8M
18 FOSTER & MOTLEY INC 0.34% 180,398 $7K
19 River Road Asset Management, LLC 0.32% 778,691 $28.4M
20 WEDGE CAPITAL MANAGEMENT L L P/NC 0.29% 432,725 $15.8M
21 Oak Thistle LLC 0.28% 79,268 $2.9M
22 Global Financial Private Client, LLC 0.26% 21,441 $781K
23 Lansforsakringar Fondforvaltning AB (publ) 0.25% 1,309,086 $47.7M
24 Huntleigh Advisors, Inc. 0.24% 38,477 $1.4M
25 INVESTED ADVISORS 0.23% 6,147 $224K
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?

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 — 54% buying: Last quarter: 296 funds bought or added vs 256 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 — 44% AUM from top-100 funds: 43 of 574 holders are among the 100 largest funds by AUM, controlling 44% 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?

62% of holders stayed for 2+ years: 355 out of 574 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.