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Ultrapar

98 hedge funds and large institutions have $493M invested in Ultrapar in 2013 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 45 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 11

11% more funds holding

Funds holding: 8898 (+10)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.19% less ownership

Funds ownership: 7.84%7.65% (-0.19%)

6% less capital invested

Capital invested by funds: $525M → $493M (-$32.2M)

51% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 45

Holders
98
Holders Change
+10
Holders Change %
+11.36%
% of All Funds
2.84%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
22
Reduced
45
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$108M +$11M +869,600 +11%
AAM
2
Aberdeen Asset Management
United Kingdom
$70.3M -$7.6M -598,600 -9%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$33M -$2.86M -225,082 -7%
BG
4
BlackRock Group
United Kingdom
$21.7M -$3.51M -276,774 -13%
BFA
5
BlackRock Fund Advisors
California
$19.6M +$469K +36,938 +2%
Canada Pension Plan Investment Board
6
Canada Pension Plan Investment Board
Ontario, Canada
$19.3M -$1.78M -140,000 -8%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.5M -$10.2K -800 -0.1%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$12.9M +$452K +35,600 +3%
DCMA
9
Daiwa Capital Markets America
New York
$12.9M +$13.9M +1,093,000 New
State Street
10
State Street
Massachusetts
$11.3M -$233K -18,376 -2%
Goldman Sachs
11
Goldman Sachs
New York
$8.31M -$79K -6,218 -0.9%
Bank of America
12
Bank of America
North Carolina
$8.27M -$11.7M -919,354 -57%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$8.18M -$6.59M -518,696 -43%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.55M -$1.22M -95,698 -13%
Citigroup
15
Citigroup
New York
$7.52M -$2.31M -181,874 -22%
Morgan Stanley
16
Morgan Stanley
New York
$6.34M -$9.86M -776,290 -59%
CS
17
Credit Suisse
Switzerland
$6.05M +$1.68M +132,246 +35%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$5.41M -$3.43M -269,860 -37%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$5.33M +$440K +34,640 +8%
Canada Life
20
Canada Life
Manitoba, Canada
$5.31M +$3.18M +250,366 +126%
Deutsche Bank
21
Deutsche Bank
Germany
$4.97M +$2.47M +194,554 +86%
Fisher Asset Management
22
Fisher Asset Management
Washington
$4.46M -$1.23M -96,850 -20%
RIM
23
RS Investment Management
California
$4.3M +$4.62M +363,772 New
IUAM
24
Itau USA Asset Management
New York
$3.95M +$1.03M +81,200 +32%
DAM
25
Deltec Asset Management
New York
$3.84M -$993K -78,200 -19%

UGP Hedge Fund Activity: Q4 2013 in Review

98 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q4 2013, worth a combined $493M — down 6.1% from $525M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new UGP positions and 11 closed out — a net gain of 10 holders — while 22 added to existing stakes and 45 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $11M. The largest seller was Bank of America, cutting an estimated $11.7M.

  • 98 institutional investors held Ultrapar (UGP) as of Q4 2013, up from 88 in Q3 2013.
  • Funds reported $493M of Ultrapar stock for Q4 2013, down 6.1% quarter-over-quarter.
  • 21 funds opened new Ultrapar positions in Q4 2013 and 11 closed out, a net change of +10 holders.
  • The largest Ultrapar buyer in Q4 2013 was Renaissance Technologies, an estimated $11M added.
  • The largest Ultrapar seller in Q4 2013 was Bank of America, an estimated $11.7M sold.

Based on aggregated 13F filings for Q4 2013.