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Ultrapar

129 hedge funds and large institutions have $263M invested in Ultrapar in 2024 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 35 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more call options, than puts

Call options by funds: $9K | Put options by funds: $2K

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

74% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 35

17% more capital invested

Capital invested by funds: $224M → $263M (+$38.8M)

8% more funds holding

Funds holding: 119129 (+10)

0.42% more ownership

Funds ownership: 3.7%4.12% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
129
Holders Change
+10
Holders Change %
+8.4%
% of All Funds
1.86%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
18
Increased
61
Reduced
35
Closed
7
Calls
$9K
Puts
$2K
Net Calls
+$7K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
26
US Bancorp
Minnesota
$1.3M +$427K +73,897 +48%
RWM
27
Ritholtz Wealth Management
New York
$1.26M +$645K +111,712 +103%
CWP
28
Capital Wealth Planning
Florida
$957K +$372K +64,496 +63%
PCM
29
Penserra Capital Management
California
$956K +$372K +64,496 +63%
DTL
30
Dynamic Technology Lab
Singapore
$955K +$410K +71,067 +74%
PL
31
Perpetual Ltd
Australia
$916K -$1.22M -210,531 -57%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$903K +$28.9K +5,000 +3%
HF
33
HRT Financial
New York
$890K +$307K +53,222 +52%
Legal & General Group
34
Legal & General Group
United Kingdom
$774K
MYIA
35
Mount Yale Investment Advisors
Colorado
$662K +$44.1K +7,638 +7%
Canada Life
36
Canada Life
Manitoba, Canada
$644K
AFG
37
Atomi Financial Group
New York
$611K -$46.4K -8,043 -7%
Optiver Holding
38
Optiver Holding
Netherlands
$605K +$239K +41,454 +64%
Barclays
39
Barclays
United Kingdom
$600K
Two Sigma Investments
40
Two Sigma Investments
New York
$596K -$689K -119,300 -53%
Balyasny Asset Management
41
Balyasny Asset Management
Illinois
$556K -$257K -44,496 -31%
VA
42
Vident Advisory
Georgia
$547K +$67.2K +11,640 +14%
EGM
43
Engineers Gate Manager
New York
$539K +$439K +75,959 +417%
QT
44
Quantbot Technologies
New York
$512K +$60.3K +10,445 +13%
Invesco
45
Invesco
Georgia
$502K -$159K -27,511 -24%
LPL Financial
46
LPL Financial
California
$473K +$477K +82,691 New
TI
47
Trexquant Investment
Connecticut
$466K +$470K +81,452 New
AQR Capital Management
48
AQR Capital Management
Connecticut
$457K +$100K +17,346 +28%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$426K -$5.5K -953 -1%
Northern Trust
50
Northern Trust
Illinois
$421K -$2.88M -498,046 -87%

UGP Hedge Fund Activity: Q1 2024 in Review

129 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q1 2024, worth a combined $263M — up 17% from $224M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UGP positions and 7 closed out — a net gain of 11 holders — while 61 added to existing stakes and 35 trimmed.

The largest buyer was Acadian Asset Management, adding an estimated $12.8M. The largest seller was Morgan Stanley, cutting an estimated $5.47M.

  • 129 institutional investors held Ultrapar (UGP) as of Q1 2024, up from 119 in Q4 2023.
  • Funds reported $263M of Ultrapar stock for Q1 2024, up 17% quarter-over-quarter.
  • 18 funds opened new Ultrapar positions in Q1 2024 and 7 closed out, a net change of +11 holders.
  • The largest Ultrapar buyer in Q1 2024 was Acadian Asset Management, an estimated $12.8M added.
  • The largest Ultrapar seller in Q1 2024 was Morgan Stanley, an estimated $5.47M sold.

Based on aggregated 13F filings for Q1 2024.