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Of the 6 tracked institutions holding UGI 5 06/01/28, 3 have a 3-year clone track record — 3 of them beat the S&P. Average holder's clone alpha: +6.8pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 6 tracked institutional investors we monitor, UGI 5 06/01/28 (UGI CORP NEW) is held with a combined value of $439.15M across 328,311,000 shares. The largest holder is Point72 Asset Management, L.P. with a position worth $163.86M (0.25% of their portfolio). 4 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$439.15M
Total Shares Held
328,311,000
Institutional Holders
6
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Point72 Asset Management, L.P. | $163.86M | 0.25% | +12.8% |
| 2 | CITADEL ADVISORS LLC | $119.81M | 0.07% | +24.3% |
| 3 | MILLENNIUM MANAGEMENT LLC | $103.22M | 0.07% | +4.9% |
| 4 | STATE STREET CORP | $23.93M | 0.00% | +19.4% |
| 5 | BlackRock, Inc. | $19.54M | 0.00% | -61.9% |
| 6 | FMR LLC | $8.80M | 0.00% | -0.5% |
As of the latest SEC 13F filings, Point72 Asset Management, L.P. is the largest institutional holder of UGI 5 06/01/28 with a position worth $163.86M, representing 0.25% of their portfolio. In total, 6 institutional investors hold UGI 5 06/01/28 with a combined value of $439.15M.
Institutional investors hold $439.15M worth of UGI 5 06/01/28 stock across 6 positions. The largest institutional holder is Point72 Asset Management, L.P. with $163.86M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UGI 5 06/01/28, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their UGI 5 06/01/28 positions.