TWO SIGMA INVESTMENTS, LP UGI — UGI CORP NEW

Ownership history in TWO SIGMA INVESTMENTS, LP  ·  70 quarters on record

AI Ownership Summary

TWO SIGMA INVESTMENTS, LP reported UGI CORP NEW (UGI) in 70 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.04% in 2025 Q1. The latest visible filing shows UGI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UGI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TWO SIGMA INVESTMENTS, LP's position in UGI CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UGI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UGI stock page TWO SIGMA INVESTMENTS, LP fund profile TWO SIGMA INVESTMENTS, LP full holdings
How TWO SIGMA INVESTMENTS, LP held UGI — position size vs. price
% of Fund (quarterly)    UGI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 14 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 89.4% -1.7% ✅ 58,078 -487,422 -89.4% 0.00% $2.2M 2026-02-14 (Est.) $38.37
2025 Q3 ADDED — — — 545,500 +378,493 +226.6% 0.03% $18.1M 2025-11-14 $34.15
2025 Q2 REDUCED 69.4% -7.9% ✅ 167,007 -378,493 -69.4% 0.01% $6.1M 2025-08-14 $34.66
2025 Q2 UNCHANGED — — — 545,500 — 0% 0.04% $19.9M 2025-08-14 $34.66
2025 Q1 ADDED — — — 545,500 +410,130 +303.0% 0.04% $18.0M 2025-05-15 $33.88
2025 Q1 REDUCED 78.3% +11.3% ❌ 135,370 -488,430 -78.3% 0.01% $4.5M 2025-05-15 $33.88
2024 Q4 ADDED — — — 623,800 +502,794 +415.5% 0.04% $17.6M 2025-02-14 $30.62
2024 Q4 REDUCED 78.9% +18.5% ❌ 121,006 -452,994 -78.9% 0.01% $3.4M 2025-02-14 $30.62
2024 Q3 ADDED — — — 574,000 +209,036 +57.3% 0.03% $14.4M 2024-11-14 $21.76
2024 Q3 ADDED — — — 364,964 +60,864 +20.0% 0.02% $9.1M 2024-11-14 $21.76
2024 Q2 ADDED — — — 304,100 +51,622 +20.4% 0.02% $7.0M 2024-08-14 $21.79
2024 Q2 ADDED — — — 252,478 +226,888 +886.6% 0.01% $5.8M 2024-08-14 $21.79
2024 Q1 REDUCED 43.9% -5.8% ✅ 25,590 -20,056 -43.9% 0.00% $628K 2024-05-15 $22.53
2023 Q4 REDUCED 59.0% -1.0% ✅ 45,646 -65,777 -59.0% 0.00% $1.1M 2024-02-14 $21.14
56 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UGI

As of 2026 Q1 — sorted by position size

EDMP, INC. 3Y 7Y 3.49% Hamlin Capital Management, LLC 3Y 7Y 2.32% Portman Square Capital LLP 3Y 1.37% Oxbow Advisors, LLC 3Y 7Y 1.01% Bill Few Associates, Inc. 3Y 0.81% Corundum Trust Company, INC 0.81% Cutter & CO Brokerage, Inc. 3Y 7Y 0.65% ROFFMAN MILLER ASSOCIATES INC /PA/ 3Y 7Y 0.64% BURNEY CO/ 3Y 7Y 0.53% RD Lewis Holdings, Inc. 0.49%

FAQ About TWO SIGMA INVESTMENTS, LP and UGI

These are the practical questions this page is built to answer before you even open the full history table.

How long has TWO SIGMA INVESTMENTS, LP reported owning UGI?

TWO SIGMA INVESTMENTS, LP reported UGI across 14 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UGI position in TWO SIGMA INVESTMENTS, LP's portfolio?

The largest reported portfolio weight for UGI was 0.04% in 2025 Q1.

What is the latest reported UGI position on this page?

The most recent filing on this page is 2025 Q4, when TWO SIGMA INVESTMENTS, LP reported 58,078 shares, equal to 0.00% of portfolio, with an estimated market value of $2.2M.

What does the chart on this UGI ownership page compare?

The chart compares TWO SIGMA INVESTMENTS, LP's quarterly UGI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did TWO SIGMA INVESTMENTS, LP time their UGI position?

Based on 13F filing dates vs. subsequent UGI price moves, TWO SIGMA INVESTMENTS, LP correctly timed 32 out of 59 reported position changes (54%). The annualised alpha on UGI relative to SPY over the holding period was +2.8%.

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