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Ultrapar

88 hedge funds and large institutions have $153M invested in Ultrapar in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,700% more call options, than puts

Call options by funds: $84K | Put options by funds: $3K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 24

33% more capital invested

Capital invested by funds: $115M → $153M (+$38.3M)

1% more funds holding

Funds holding: 8788 (+1)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

0.27% less ownership

Funds ownership: 3.77%3.5% (-0.27%)

Holders
88
Holders Change
+1
Holders Change %
+1.15%
% of All Funds
1.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
33
Reduced
24
Closed
11
Calls
$84K
Puts
$3K
Net Calls
+$81K
Net Calls Change
-$70K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$409K -$799K -242,749 -70%
BBP
27
Banco BTG Pactual
Brazil
$402K -$1.7M -516,795 -83%
PCP
28
Polunin Capital Partners
United Kingdom
$387K +$325K +98,700 New
Northern Trust
29
Northern Trust
Illinois
$370K -$3.28M -995,768 -91%
Wellington Management Group
30
Wellington Management Group
Massachusetts
$358K -$103K -31,240 -26%
HF
31
HRT Financial
New York
$310K -$766K -232,605 -75%
VIA
32
Vident Investment Advisory
Georgia
$302K +$160K +48,624 +172%
Mirae Asset Global Investments
33
Mirae Asset Global Investments
South Korea
$273K +$1.01K +306 +0.4%
Goldman Sachs
34
Goldman Sachs
New York
$235K -$2.93M -889,810 -94%
AQR Capital Management
35
AQR Capital Management
Connecticut
$227K +$9.89K +3,003 +5%
SO
36
STRS Ohio
Ohio
$188K
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$184K +$2.65K +804 +2%
VM
38
VPR Management
Texas
$184K
FTDI
39
First Trust Direct Indexing
Massachusetts
$180K +$151K +45,771 New
Osaic Holdings
40
Osaic Holdings
Arizona
$174K +$115K +34,977 +371%
Mitsubishi UFJ Asset Management
41
Mitsubishi UFJ Asset Management
Japan
$125K
IA
42
Inspire Advisors
Idaho
$125K +$12.2K +3,705 +13%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$119K +$44.2K +13,437 +79%
BCI
44
Brinker Capital Investments
Pennsylvania
$103K -$5.91K -1,793 -6%
OPS
45
Orion Portfolio Solutions
Nebraska
$103K -$5.91K -1,793 -6%
PA
46
Profund Advisors
Maryland
$103K +$11.5K +3,497 +15%
LNWWM
47
Laird Norton Wetherby Wealth Management
California
$101K +$599 +182 +0.7%
HighTower Advisors
48
HighTower Advisors
Illinois
$101K -$7.18K -2,180 -8%
API
49
Advisor Partners II
California
$95.4K +$2.03K +617 +3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$92.7K +$7.54K +2,290 +11%

UGP Hedge Fund Activity: Q2 2023 in Review

88 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2023, worth a combined $153M — up 33% from $115M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UGP positions and 11 closed out — a net gain of 1 holder — while 33 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $4.51M. The largest seller was Bank of America, cutting an estimated $4.28M.

  • 88 institutional investors held Ultrapar (UGP) as of Q2 2023, up from 87 in Q1 2023.
  • Funds reported $153M of Ultrapar stock for Q2 2023, up 33% quarter-over-quarter.
  • 12 funds opened new Ultrapar positions in Q2 2023 and 11 closed out, a net change of +1 holder.
  • The largest Ultrapar buyer in Q2 2023 was Morgan Stanley, an estimated $4.51M added.
  • The largest Ultrapar seller in Q2 2023 was Bank of America, an estimated $4.28M sold.

Based on aggregated 13F filings for Q2 2023.