We are live on ! Find out more
UGP icon

Ultrapar

87 hedge funds and large institutions have $115M invested in Ultrapar in 2023 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 36 increasing their positions, 22 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,550% more call options, than puts

Call options by funds: $153K | Put options by funds: $2K

64% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 22

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

13% more capital invested

Capital invested by funds: $102M → $115M (+$13.2M)

6% more funds holding

Funds holding: 8287 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.03% less ownership

Funds ownership: 3.8%3.77% (-0.03%)

Holders
87
Holders Change
+5
Holders Change %
+6.1%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
36
Reduced
22
Closed
11
Calls
$153K
Puts
$2K
Net Calls
+$151K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
26
Legal & General Group
United Kingdom
$369K
Millennium Management
27
Millennium Management
New York
$339K -$5.41M -2,142,752 -95%
Wellington Management Group
28
Wellington Management Group
Massachusetts
$334K +$44.4K +17,583 +17%
Barclays
29
Barclays
United Kingdom
$287K +$265K +104,960 New
US Bancorp
30
US Bancorp
Minnesota
$282K +$251K +99,505 +2,520%
Invesco
31
Invesco
Georgia
$273K +$43.6K +17,275 +21%
Mirae Asset Global Investments
32
Mirae Asset Global Investments
South Korea
$189K +$26.3K +10,411 +18%
CSS
33
Cubist Systematic Strategies
Connecticut
$180K -$714K -282,551 -81%
AQR Capital Management
34
AQR Capital Management
Connecticut
$150K -$181K -71,756 -57%
SO
35
STRS Ohio
Ohio
$131K
VM
36
VPR Management
Texas
$127K +$31.1K +12,290 +36%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$125K -$304K -120,399 -72%
UBS Group
38
UBS Group
Switzerland
$87.8K +$17.5K +6,945 +28%
Mitsubishi UFJ Asset Management
39
Mitsubishi UFJ Asset Management
Japan
$86.5K
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$82.8K -$18.1K -7,179 -19%
Two Sigma Advisers
41
Two Sigma Advisers
New York
$79.4K +$73.5K +29,100 New
VIA
42
Vident Investment Advisory
Georgia
$77.2K +$36.6K +14,491 +105%
HighTower Advisors
43
HighTower Advisors
Illinois
$77K +$25.3K +10,003 +56%
TSS
44
Two Sigma Securities
New York
$76.9K +$71.2K +28,168 New
BCI
45
Brinker Capital Investments
Pennsylvania
$76.7K -$1.11K -439 -2%
OPS
46
Orion Portfolio Solutions
Nebraska
$76.7K +$71K +28,113 New
IA
47
Inspire Advisors
Idaho
$76.4K +$15.5K +6,148 +28%
LNWWM
48
Laird Norton Wetherby Wealth Management
California
$70K +$11.3K +4,486 +21%
API
49
Advisor Partners II
California
$64.6K +$28.8K +11,387 +93%
PA
50
Profund Advisors
Maryland
$62.3K -$3.13K -1,239 -5%

UGP Hedge Fund Activity: Q1 2023 in Review

87 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q1 2023, worth a combined $115M — up 13% from $102M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UGP positions and 11 closed out — a net gain of 6 holders — while 36 added to existing stakes and 22 trimmed.

The largest buyer was Icon Advisers, opening a new position worth an estimated $3.79M. The largest seller was Millennium Management, cutting an estimated $5.41M.

  • 87 institutional investors held Ultrapar (UGP) as of Q1 2023, up from 82 in Q4 2022.
  • Funds reported $115M of Ultrapar stock for Q1 2023, up 13% quarter-over-quarter.
  • 17 funds opened new Ultrapar positions in Q1 2023 and 11 closed out, a net change of +6 holders.
  • The largest Ultrapar buyer in Q1 2023 was Icon Advisers, an estimated $3.79M added.
  • The largest Ultrapar seller in Q1 2023 was Millennium Management, an estimated $5.41M sold.

Based on aggregated 13F filings for Q1 2023.