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Ultrapar

96 hedge funds and large institutions have $373M invested in Ultrapar in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 9396 (+3)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0.55% more ownership

Funds ownership: 6.54%7.09% (+0.55%)

2% less capital invested

Capital invested by funds: $383M → $373M (-$9.18M)

Holders
96
Holders Change
+3
Holders Change %
+3.23%
% of All Funds
2.56%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
32
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$84.1M -$4.46M -442,400 -5%
AAM
2
Aberdeen Asset Management
United Kingdom
$44.1M -$385K -38,200 -0.8%
Bank of America
3
Bank of America
North Carolina
$24.7M +$25.7M +2,546,090 +5,782%
GAM
4
Genesis Asset Managers
United Kingdom
$19.2M +$20.4M +2,018,636 New
BFA
5
BlackRock Fund Advisors
California
$18.2M +$440K +43,636 +2%
BG
6
BlackRock Group
United Kingdom
$15M +$2.39M +237,398 +18%
Morgan Stanley
7
Morgan Stanley
New York
$13.6M +$13.3M +1,322,522 +1,254%
State Street
8
State Street
Massachusetts
$12.8M +$43.2K +4,280 +0.3%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$12.6M +$969K +96,016 +8%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$12.1M -$3.67M -364,000 -22%
Citigroup
11
Citigroup
New York
$10.1M +$10.4M +1,032,992 +3,686%
Canada Life
12
Canada Life
Manitoba, Canada
$8.4M +$155K +15,368 +2%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$7.4M -$17.3M -1,718,344 -69%
Fisher Asset Management
14
Fisher Asset Management
Washington
$5.84M -$667K -66,148 -10%
Daiwa Securities Group
15
Daiwa Securities Group
Japan
$5.49M +$3.79M +375,600 +187%
Goldman Sachs
16
Goldman Sachs
New York
$5.01M -$2.7M -268,098 -34%
CAM
17
Capstone Asset Management
Texas
$4.71M +$843K +83,548 +20%
CS
18
Credit Suisse
Switzerland
$4.18M -$758K -75,132 -15%
Northern Trust
19
Northern Trust
Illinois
$3.38M +$466K +46,216 +15%
IA
20
Icon Advisers
Colorado
$3.3M +$3.49M +346,200 New
Invesco
21
Invesco
Georgia
$2.82M -$236K -23,354 -7%
RIM
22
RS Investment Management
California
$2.76M -$1.43M -141,276 -33%
BNP Paribas Financial Markets
23
BNP Paribas Financial Markets
France
$2.68M -$1.21M -119,584 -30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.65M +$1.05K +104 +0%
AG
25
Aperio Group
California
$2.5M +$838K +83,040 +46%

UGP Hedge Fund Activity: Q4 2014 in Review

96 of the 3,751 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q4 2014, worth a combined $373M — down 2.4% from $383M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new UGP positions and 13 closed out — a net gain of 5 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $25.7M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.3M.

  • 96 institutional investors held Ultrapar (UGP) as of Q4 2014, up from 93 in Q3 2014.
  • Funds reported $373M of Ultrapar stock for Q4 2014, down 2.4% quarter-over-quarter.
  • 18 funds opened new Ultrapar positions in Q4 2014 and 13 closed out, a net change of +5 holders.
  • The largest Ultrapar buyer in Q4 2014 was Bank of America, an estimated $25.7M added.
  • The largest Ultrapar seller in Q4 2014 was Schroder Investment Management Group, an estimated $17.3M sold.

Based on aggregated 13F filings for Q4 2014.