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Ultrapar

92 hedge funds and large institutions have $282M invested in Ultrapar in 2015 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 38 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

49,000% more call options, than puts

Call options by funds: $491K | Put options by funds: $1K

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

8% more funds holding

Funds holding: 8592 (+7)

0.23% less ownership

Funds ownership: 6.76%6.52% (-0.23%)

10% less capital invested

Capital invested by funds: $314M → $282M (-$32.1M)

37% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 38

Holders
92
Holders Change
+7
Holders Change %
+8.24%
% of All Funds
2.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
24
Reduced
38
Closed
7
Calls
$491K
Puts
$1K
Net Calls
+$490K
Net Calls Change
+$490K
Name Holding Trade Value Shares
Change
Change in
Stake
TWI
51
Thomas White International
Illinois
$455K +$64.7K +7,520 +14%
WAM
52
World Asset Management
Michigan
$450K +$11.7K +1,358 +2%
Comerica Bank
53
Comerica Bank
Texas
$418K +$23K +2,676 +5%
Legal & General Group
54
Legal & General Group
United Kingdom
$383K +$74.2K +8,622 +21%
PA
55
Profund Advisors
Maryland
$377K +$68.2K +7,924 +19%
CI
56
Capital Innovations
Wisconsin
$368K -$43.7K -5,080 -10%
Mirae Asset Global Investments
57
Mirae Asset Global Investments
South Korea
$336K -$11.2K -1,306 -3%
UBS Group
58
UBS Group
Switzerland
$330K -$41.7K -4,842 -10%
NG
59
NatWest Group
United Kingdom
$316K -$134K -15,614 -27%
AL
60
AJO LP
Pennsylvania
$316K -$32.4K -3,758 -8%
FCE
61
Fiera Capital (Europe)
Cayman Islands
$316K
VKH
62
Virtu KCG Holdings
New York
$306K +$346K +40,144 New
SCM
63
Stevens Capital Management
Pennsylvania
$303K +$342K +39,718 New
GXMC
64
Global X Management Company
New York
$264K -$18.5K -2,150 -6%
PAM
65
Panagora Asset Management
Massachusetts
$256K
DA
66
Dunvegan Associates
California
$245K -$103K -11,972 -27%
WI
67
Wafra Inc
New York
$229K
Ameriprise
68
Ameriprise
Minnesota
$203K +$229K +26,600 New
QT
69
Quantbot Technologies
New York
$181K +$147K +17,086 +253%
Franklin Resources
70
Franklin Resources
California
$179K +$1.22K +142 +0.6%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$177K -$11.6K -1,342 -5%
Jane Street
72
Jane Street
New York
$177K +$200K +23,192 New
Ninety One (UK)
73
Ninety One (UK)
United Kingdom
$166K -$52.1K -6,052 -22%
Wells Fargo
74
Wells Fargo
California
$158K -$17 -2 -0%
TI
75
Trexquant Investment
Connecticut
$156K +$176K +20,474 New

UGP Hedge Fund Activity: Q4 2015 in Review

92 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q4 2015, worth a combined $282M — down 10% from $314M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new UGP positions and 7 closed out — a net gain of 8 holders — while 24 added to existing stakes and 38 trimmed.

The largest buyer was CIBC Private Wealth Group, opening a new position worth an estimated $19.1M. The largest seller was Renaissance Technologies, cutting an estimated $6.39M.

  • 92 institutional investors held Ultrapar (UGP) as of Q4 2015, up from 85 in Q3 2015.
  • Funds reported $282M of Ultrapar stock for Q4 2015, down 10% quarter-over-quarter.
  • 15 funds opened new Ultrapar positions in Q4 2015 and 7 closed out, a net change of +8 holders.
  • The largest Ultrapar buyer in Q4 2015 was CIBC Private Wealth Group, an estimated $19.1M added.
  • The largest Ultrapar seller in Q4 2015 was Renaissance Technologies, an estimated $6.39M sold.

Based on aggregated 13F filings for Q4 2015.