UGIInstitutional Flow
Period: 2026-03-31 · 31 managers with reported activity
UGI institutional flow for the 2026-03-31 13F reporting period: 31 institutional managers filed activity, with 2 opening new positions and 14 increasing existing holdings (52% bullish). 13 reduced positions and 2 fully exited (48% bearish). FundFlow score: +0.03 — signaling balanced/neutral institutional activity with 100% confidence.
FundFlow is StonkWhisper's institutional sentiment index derived from SEC 13F filings. Institutional investment managers with at least $100 million in qualifying assets under management are required to file 13F reports within 45 days of each quarter end, disclosing their long positions in U.S. equities. FundFlow aggregates these disclosures across 170+ tracked managers and produces a net conviction score for each ticker. A rising FundFlow score — especially when driven by new position opens from concentrated funds — is a leading indicator of institutional thesis formation. The interactive charts below show the full manager-level breakdown and historical flow trend for UGI.
Quarterly Flow History
Accumulating (16)
| Manager | Action | Shares | Value |
|---|---|---|---|
| Aristeia | NEW POSITION | 17K | $611.5M |
| Winton | NEW POSITION | 7K | $257.5M |
| Arrowstreet | INCREASED | 1.6M+363% | $58.0B |
| LSV | INCREASED | 6.2M+7% | $225.8M |
| Man Group | INCREASED | 779K+60% | $28.4B |
| Franklin Templeton | INCREASED | 247K+431% | $9.0B |
| Renaissance Tech | INCREASED | 361K+68% | $13.1B |
| Tudor | INCREASED | 112K+1712% | $4.1B |
| Brevan Howard | INCREASED | 115K+213% | $4.2B |
| Geode Capital | INCREASED | 820K+9% | $29.9B |
| DE Shaw | INCREASED | 94K+136% | $3.4B |
| Bridgewater | INCREASED | 85K+26% | $3.1B |
| Two Sigma | INCREASED | 71K+23% | $2.6B |
| Neuberger Berman (Eisman) | INCREASED | 140K+6% | $5.1B |
| First Eagle | INCREASED | 12K+35% | $426.1M |
| Marshall Wace | INCREASED | 913+371% | $33.3M |
Distributing (15)
| Manager | Action | Shares | Prev Value |
|---|---|---|---|
| Point72 | EXITED | 0-100% | — |
| ExodusPoint | EXITED | 0-100% | — |
| State Street | DECREASED | 6.7M-26% | $248.3B |
| Invesco | DECREASED | 2.5M-23% | $90.3B |
| Millennium | DECREASED | 393K-42% | $14.3B |
| American Century | DECREASED | 89K-65% | $3.3B |
| Balyasny | DECREASED | 819-99% | $29.8M |
| Artisan Partners | DECREASED | 1.2M-7% | $43.8B |
| Schonfeld | DECREASED | 97K-42% | $3.5B |
| Hudson Bay | DECREASED | 234K-18% | $8.5B |
| GMO | DECREASED | 35K-56% | $1.3B |
| Citadel | DECREASED | 31K-46% | $1.1B |
| Wellington | DECREASED | 28K-38% | $1.0B |
| Northern Trust | DECREASED | 15K-31% | $529.2M |
| Gabelli | DECREASED | 633K-0% | $23.1B |