Question 1

Which hedge funds and institutional investors hold UGI?

Accepted Answer

StonkWhisper tracks 13F filings submitted to the SEC by institutional investment managers with over $100 million in assets. The whale tracker for UGI shows which major funds hold positions, their portfolio weight, share counts, and how those positions changed quarter over quarter.

Question 2

What does conviction level mean for UGI whale holdings?

Accepted Answer

Conviction level reflects how significant UGI is within a fund's overall portfolio. A high-conviction position means the manager has allocated a large percentage of their portfolio to UGI, suggesting strong directional confidence in the stock.

Question 3

How current is the whale data for UGI?

Accepted Answer

Institutional 13F filings are required within 45 days of each calendar quarter end (March 31, June 30, September 30, December 31). StonkWhisper processes filings as they are published on SEC EDGAR, so data reflects the most recently reported quarter.

Question 4

What do quarter-over-quarter changes tell me about UGI?

Accepted Answer

QoQ changes for UGI show whether institutional managers are increasing, decreasing, initiating, or exiting their positions. New positions and significant increases can signal growing institutional conviction, while exits or decreases may indicate waning confidence.

Manager	Shares	Value	% of Portfolio	Manager AUM
State Street	6.7M	$248.3M	0.0%	$2896.4B
Invesco	2.5M	$90.3M	0.0%	$653.3B
Arrowstreet	1.6M	$58.0M	0.0%	$184.8B
Artisan Partners	1.2M	$43.8M	0.1%	$62.3B
AQR Capital	917.6K	$33.4M	0.0%	$218.4B
Geode Capital	820.3K	$29.9M	0.0%	$1607.5B
Man Group	779.1K	$28.4M	0.1%	$55.1B
Gabelli	633.0K	$23.1M	0.2%	$14.8B
Millennium	392.8K	$14.3M	0.0%	$240.3B
Renaissance Tech	360.8K	$13.1M	0.0%	$63.9B
Franklin Templeton	246.8K	$9.0M	0.0%	$408.3B
Hudson Bay	234.4K	$8.5M	0.0%	$29.0B
Neuberger Berman (Eisman)	140.0K	$5.1M	0.0%	$131.4B
DFA	115.8K	$4.2M	0.0%	$481.4B
Brevan Howard	114.8K	$4.2M	0.0%	$11.3B
Tudor	112.1K	$4.1M	0.0%	$53.9B
Schonfeld	97.5K	$3.5M	0.0%	$14.2B
DE Shaw	93.8K	$3.4M	0.0%	$166.3B
American Century	89.3K	$3.3M	0.0%	$194.3B
Bridgewater	85.3K	$3.1M	0.0%	$22.4B
Two Sigma	71.3K	$2.6M	0.0%	$123.9B
Citadel	62.3K	$2.3M	0.0%	$618.5B
Citadel	42.8K	$1.6M	0.0%	$618.5B
DE Shaw	39.7K	$1.4M	0.0%	$166.3B
GMO	35.2K	$1.3M	0.0%	$39.1B
Citadel	30.9K	$1.1M	0.0%	$618.5B
Wellington	27.5K	$1.0M	0.0%	$535.5B
Aristeia	16.8K	$611K	0.0%	$4.8B
Northern Trust	14.5K	$529K	0.0%	$756.6B
First Eagle	11.7K	$426K	0.0%	$59.0B
Winton	7.1K	$258K	0.0%	$2.9B
LSV	6.2M	$226K	0.5%	$46.4M
BlackRock	3.7K	$136K	—	$5723.5B
Fidelity (FMR)	3.0K	$109K	—	$1898.4B
Marshall Wace	913	$33K	—	$100.4B
Balyasny	819	$30K	—	$77.1B

UGI

Who Holds UGI

Changes This Quarter