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Ultrapar

84 hedge funds and large institutions have $466M invested in Ultrapar in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% less ownership

Funds ownership: 7.65%6.95% (-0.7%)

5% less capital invested

Capital invested by funds: $493M → $466M (-$26.5M)

14% less funds holding

Funds holding: 9884 (-14)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
84
Holders Change
-14
Holders Change %
-14.29%
% of All Funds
2.43%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
22
Reduced
38
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$114M +$4.18M +375,800 +4%
AAM
2
Aberdeen Asset Management
United Kingdom
$63.8M -$8.33M -748,000 -12%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$32.5M -$1.08M -97,400 -3%
BFA
4
BlackRock Fund Advisors
California
$22.8M +$2.64M +237,254 +14%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$19.6M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$14.8M -$1.81M -162,794 -12%
Morgan Stanley
7
Morgan Stanley
New York
$13.8M +$6.78M +608,622 +113%
BG
8
BlackRock Group
United Kingdom
$13M -$8.43M -756,958 -41%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$13M -$183K -16,400 -2%
Deutsche Bank
10
Deutsche Bank
Germany
$9.07M +$3.7M +332,426 +79%
Canada Life
11
Canada Life
Manitoba, Canada
$8.96M +$3.33M +299,334 +67%
Bank of America
12
Bank of America
North Carolina
$8.76M +$317K +28,466 +4%
JP Morgan Chase
13
JP Morgan Chase
New York
$8.59M +$834K +74,876 +12%
State Street
14
State Street
Massachusetts
$8.52M -$2.77M -248,540 -26%
Fisher Asset Management
15
Fisher Asset Management
Washington
$8.22M +$3.4M +305,406 +81%
Goldman Sachs
16
Goldman Sachs
New York
$7.86M -$563K -50,598 -7%
IUAM
17
Itau USA Asset Management
New York
$6.89M +$2.65M +237,800 +71%
RIM
18
RS Investment Management
California
$6.25M +$1.73M +155,060 +43%
IA
19
Icon Advisers
Colorado
$5.82M +$5.38M +483,200 New
CS
20
Credit Suisse
Switzerland
$5.75M -$385K -34,598 -7%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$4.91M -$706K -63,440 -14%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.28M -$1.05M -94,678 -21%
Citigroup
23
Citigroup
New York
$4.11M -$3.28M -294,424 -46%
Invesco
24
Invesco
Georgia
$3.8M -$12.6K -1,132 -0.4%
GC
25
Guggenheim Capital
Illinois
$3.22M -$338K -30,390 -10%

UGP Hedge Fund Activity: Q1 2014 in Review

84 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q1 2014, worth a combined $466M — down 5.4% from $493M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UGP and 10 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $6.78M. The largest seller was BlackRock Group, cutting an estimated $8.43M.

  • 84 institutional investors held Ultrapar (UGP) as of Q1 2014, down from 98 in Q4 2013.
  • Funds reported $466M of Ultrapar stock for Q1 2014, down 5.4% quarter-over-quarter.
  • 10 funds opened new Ultrapar positions in Q1 2014 and 21 closed out, a net change of -11 holders.
  • The largest Ultrapar buyer in Q1 2014 was Morgan Stanley, an estimated $6.78M added.
  • The largest Ultrapar seller in Q1 2014 was BlackRock Group, an estimated $8.43M sold.

Based on aggregated 13F filings for Q1 2014.