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Ultrapar

119 hedge funds and large institutions have $197M invested in Ultrapar in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 46

0.39% more ownership

Funds ownership: 4.12%4.51% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 129119 (-10)

25% less capital invested

Capital invested by funds: $263M → $197M (-$66M)

38% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 21

78% less call options, than puts

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

Holders
119
Holders Change
-10
Holders Change %
-7.75%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
47
Reduced
46
Closed
21
Calls
$2K
Puts
$9K
Net Calls
-$7K
Net Calls Change
-$14K
Name Holding Trade Value Shares
Change
Change in
Stake
Manulife (Manufacturers Life Insurance)
26
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$922K -$38.5K -8,014 -3%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$896K -$9.55K -1,989 -0.9%
RhumbLine Advisers
28
RhumbLine Advisers
Massachusetts
$774K -$836K -174,100 -47%
RWM
29
Ritholtz Wealth Management
New York
$719K -$175K -36,412 -17%
HF
30
HRT Financial
New York
$586K -$26.9K -5,596 -4%
TI
31
Trexquant Investment
Connecticut
$548K +$282K +58,692 +72%
NA
32
Navellier & Associates
Nevada
$544K +$668K +139,184 New
Legal & General Group
33
Legal & General Group
United Kingdom
$529K
AFG
34
Atomi Financial Group
New York
$475K +$70.3K +14,650 +14%
Bank of America
35
Bank of America
North Carolina
$460K +$445K +92,743 +372%
DTL
36
Dynamic Technology Lab
Singapore
$434K -$269K -56,080 -34%
LPL Financial
37
LPL Financial
California
$423K +$122K +25,387 +31%
Barclays
38
Barclays
United Kingdom
$410K
VA
39
Vident Advisory
Georgia
$399K +$31K +6,469 +7%
QT
40
Quantbot Technologies
New York
$399K +$59.5K +12,400 +14%
Goldman Sachs
41
Goldman Sachs
New York
$346K +$82.1K +17,109 +24%
Invesco
42
Invesco
Georgia
$342K -$1.56K -325 -0.4%
AQR Capital Management
43
AQR Capital Management
Connecticut
$317K +$6.06K +1,263 +2%
AAM
44
Advisors Asset Management
Colorado
$306K +$83.8K +17,456 +29%
Northern Trust
45
Northern Trust
Illinois
$298K +$12.8K +2,676 +4%
XT
46
XTX Topco
Cayman Islands
$261K +$180K +37,436 +128%
MYIA
47
Mount Yale Investment Advisors
Colorado
$252K -$247K -51,370 -44%
JP Morgan Chase
48
JP Morgan Chase
New York
$211K +$174K +36,211 +203%
Osaic Holdings
49
Osaic Holdings
Arizona
$204K +$11.1K +2,312 +5%
VM
50
VPR Management
Texas
$183K

UGP Hedge Fund Activity: Q2 2024 in Review

119 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2024, worth a combined $197M — down 25% from $263M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UGP and 13 opened new positions — a net loss of 8 holders — while 46 trimmed existing stakes and 47 added.

The largest buyer was Hennessy Advisors Inc, opening a new position worth an estimated $7.23M. The largest seller was State Street, cutting an estimated $3.08M.

  • 119 institutional investors held Ultrapar (UGP) as of Q2 2024, down from 129 in Q1 2024.
  • Funds reported $197M of Ultrapar stock for Q2 2024, down 25% quarter-over-quarter.
  • 13 funds opened new Ultrapar positions in Q2 2024 and 21 closed out, a net change of -8 holders.
  • The largest Ultrapar buyer in Q2 2024 was Hennessy Advisors Inc, an estimated $7.23M added.
  • The largest Ultrapar seller in Q2 2024 was State Street, an estimated $3.08M sold.

Based on aggregated 13F filings for Q2 2024.