UGI CORP (UGI) Institutional Ownership Changes & 13F Activity

UGI CORP (UGI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Renaissance Technologies LLC, Miller Value Partners, First Eagle U.S. Value, Sequoia Financial Advisors, and Gardner Russo & Quinn.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2019Renaissance Technologies LLCSell-116,9002,626,550$145,563
Q1 2019First Eagle U.S. ValueSell-30,0963,366,332$186,562
Q4 2018First Eagle U.S. ValueSell-2,462,5293,396,428$181,199
Q4 2018Renaissance Technologies LLCBuy322,8002,743,450$146,363
Q3 2018First Eagle U.S. ValueSell-1,722,4175,858,957$325,055
Q3 2018Renaissance Technologies LLCBuy531,0002,420,650$134,298
Q2 2018First Eagle U.S. ValueSell-11,2307,581,374$394,762
Q2 2018Sequoia Financial AdvisorsSell-254,909$256
Q1 2018Renaissance Technologies LLCBuy400,9001,889,650$83,938
Q1 2018First Eagle U.S. ValueBuy49,5007,592,604$337,263
Q4 2017Renaissance Technologies LLCBuy157,3001,488,750$69,897
Q4 2017First Eagle U.S. ValueBuy43,9857,543,104$354,149
Q4 2017Gardner Russo & QuinnBuy1,5001,500$70
Q3 2017Renaissance Technologies LLCBuy325,5001,331,450$62,392
Q3 2017First Eagle U.S. ValueBuy174,7027,499,119$351,409
Q2 2017Renaissance Technologies LLCSell-243,5001,005,950$48,698
Q2 2017First Eagle U.S. ValueBuy202,5277,324,417$354,575
Q2 2017Sequoia Financial AdvisorsBuy254,934$239
Q1 2017First Eagle U.S. ValueBuy213,1927,121,890$351,821
Q1 2017Renaissance Technologies LLCSell-54,1001,249,450$61,723
Q4 2016Renaissance Technologies LLCSell-84,5001,303,550$60,068
Q4 2016First Eagle U.S. ValueSell-46,5446,908,698$318,353
Q3 2016Renaissance Technologies LLCSell-327,3001,388,050$62,795
Q3 2016First Eagle U.S. ValueSell-50,3576,955,242$314,655
Q3 2016Sequoia Financial AdvisorsBuy4,9094,909$222
Q2 2016Renaissance Technologies LLCSell-550,9001,715,350$77,620
Q2 2016First Eagle U.S. ValueBuy20,7947,005,599$317,003
Q1 2016Renaissance Technologies LLCBuy175,5002,266,250$91,307
Q1 2016First Eagle U.S. ValueBuy24,2686,984,805$281,418
Q4 2015First Eagle U.S. ValueBuy3,585,7106,960,537$234,988

Frequently asked questions about UGI activity

  • Which institutional owners are buying UGI?

    Institutional owners buying UGI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in UGI activity?

    "Buy" means an investor increased their reported position in UGI compared to the prior reporting period. This reflects growing exposure to UGI CORP (UGI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in UGI increasing?

    Institutional interest in UGI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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