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Ultrapar

98 hedge funds and large institutions have $447M invested in Ultrapar in 2014 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 37 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

17% more funds holding

Funds holding: 8498 (+14)

0.14% less ownership

Funds ownership: 6.95%6.81% (-0.14%)

4% less capital invested

Capital invested by funds: $466M → $447M (-$18.8M)

32% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 37

Holders
98
Holders Change
+14
Holders Change %
+16.67%
% of All Funds
2.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
25
Reduced
37
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$110M -$2.08M -168,400 -2%
AAM
2
Aberdeen Asset Management
United Kingdom
$53.8M -$9.12M -740,396 -14%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$31M -$802K -65,044 -2%
BFA
4
BlackRock Fund Advisors
California
$22.8M +$473K +38,374 +2%
Canada Pension Plan Investment Board
5
Canada Pension Plan Investment Board
Ontario, Canada
$19.2M
State Street
6
State Street
Massachusetts
$16.9M +$8.92M +724,222 +102%
BG
7
BlackRock Group
United Kingdom
$15.1M +$2.47M +200,074 +19%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.5M
Goldman Sachs
9
Goldman Sachs
New York
$11.2M +$3.62M +294,130 +45%
Canada Life
10
Canada Life
Manitoba, Canada
$9.13M +$347K +28,192 +4%
Morgan Stanley
11
Morgan Stanley
New York
$8.71M -$5.01M -406,950 -36%
Fisher Asset Management
12
Fisher Asset Management
Washington
$7.96M -$99.2K -8,050 -1%
JP Morgan Chase
13
JP Morgan Chase
New York
$7.28M -$1.19M -96,848 -14%
Daiwa Securities Group
14
Daiwa Securities Group
Japan
$7.1M -$5.85M -474,900 -44%
Deutsche Bank
15
Deutsche Bank
Germany
$6.71M -$2.27M -183,976 -24%
Citigroup
16
Citigroup
New York
$6.3M +$2.38M +193,184 +57%
RIM
17
RS Investment Management
California
$5.43M -$722K -58,566 -11%
CS
18
Credit Suisse
Switzerland
$5.17M -$475K -38,584 -8%
IUAM
19
Itau USA Asset Management
New York
$4.76M -$2.07M -168,200 -29%
Bank of America
20
Bank of America
North Carolina
$4.61M -$4.15M -337,046 -46%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$4.52M -$140K -11,386 -3%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$3.96M -$245K -19,870 -6%
Invesco
23
Invesco
Georgia
$3.61M -$113K -9,210 -3%
Charles Schwab
24
Charles Schwab
California
$3.09M +$473K +38,400 +17%
Northern Trust
25
Northern Trust
Illinois
$2.99M +$1.69M +137,022 +118%

UGP Hedge Fund Activity: Q2 2014 in Review

98 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2014, worth a combined $447M — down 4% from $466M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UGP positions and 6 closed out — a net gain of 14 holders — while 25 added to existing stakes and 37 trimmed.

The largest buyer was State Street, adding an estimated $8.92M. The largest seller was Aberdeen Asset Management, cutting an estimated $9.12M.

  • 98 institutional investors held Ultrapar (UGP) as of Q2 2014, up from 84 in Q1 2014.
  • Funds reported $447M of Ultrapar stock for Q2 2014, down 4% quarter-over-quarter.
  • 20 funds opened new Ultrapar positions in Q2 2014 and 6 closed out, a net change of +14 holders.
  • The largest Ultrapar buyer in Q2 2014 was State Street, an estimated $8.92M added.
  • The largest Ultrapar seller in Q2 2014 was Aberdeen Asset Management, an estimated $9.12M sold.

Based on aggregated 13F filings for Q2 2014.