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Ultrapar

102 hedge funds and large institutions have $413M invested in Ultrapar in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

15% more funds holding

Funds holding: 89102 (+13)

7% more capital invested

Capital invested by funds: $387M → $413M (+$26.1M)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

0.17% more ownership

Funds ownership: 6.94%7.1% (+0.17%)

Holders
102
Holders Change
+13
Holders Change %
+14.61%
% of All Funds
2.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
33
Reduced
32
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
$91.7M +$2.9M +259,600 +3%
AAM
2
Aberdeen Asset Management
United Kingdom
$47.9M -$4.96M -444,400 -9%
GAM
3
Genesis Asset Managers
United Kingdom
$23.9M +$36K +3,230 +0.1%
Citigroup
4
Citigroup
New York
$22.7M +$483K +43,284 +2%
BFA
5
BlackRock Fund Advisors
California
$20.5M -$721K -64,632 -3%
Invesco
6
Invesco
Georgia
$16.5M +$5.34M +478,648 +44%
State Street
7
State Street
Massachusetts
$14.9M -$138K -12,384 -0.9%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$14.3M +$348K +31,182 +2%
BG
9
BlackRock Group
United Kingdom
$13.9M -$837K -75,018 -5%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$12.9M +$5.04M +452,000 +58%
Canada Pension Plan Investment Board
11
Canada Pension Plan Investment Board
Ontario, Canada
$12.2M
Canada Life
12
Canada Life
Manitoba, Canada
$9.71M +$468K +41,968 +5%
Bank of America
13
Bank of America
North Carolina
$7.39M +$662K +59,316 +9%
Northern Trust
14
Northern Trust
Illinois
$6.27M +$356K +31,936 +6%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$5.83M +$6.18M +554,234 New
JP Morgan Chase
16
JP Morgan Chase
New York
$5.61M +$151K +13,574 +3%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$5.54M -$219K -19,600 -4%
Goldman Sachs
18
Goldman Sachs
New York
$5.33M -$1.47M -131,728 -21%
AG
19
Aperio Group
California
$5.04M +$1.08M +97,058 +25%
Fisher Asset Management
20
Fisher Asset Management
Washington
$4.77M +$543K +48,652 +12%
CS
21
Credit Suisse
Switzerland
$4.35M -$301K -27,002 -6%
IUAM
22
Itau USA Asset Management
New York
$4.03M +$2.96M +265,076 +224%
Charles Schwab
23
Charles Schwab
California
$3.15M +$459K +41,160 +16%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.88M -$22.2K -1,990 -0.7%
SG Americas Securities
25
SG Americas Securities
New York
$2.51M +$292K +26,200 +12%

UGP Hedge Fund Activity: Q2 2015 in Review

102 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2015, worth a combined $413M — up 6.7% from $387M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new UGP positions and 6 closed out — a net gain of 13 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $6.18M. The largest seller was Aberdeen Asset Management, cutting an estimated $4.96M.

  • 102 institutional investors held Ultrapar (UGP) as of Q2 2015, up from 89 in Q1 2015.
  • Funds reported $413M of Ultrapar stock for Q2 2015, up 6.7% quarter-over-quarter.
  • 19 funds opened new Ultrapar positions in Q2 2015 and 6 closed out, a net change of +13 holders.
  • The largest Ultrapar buyer in Q2 2015 was Acadian Asset Management, an estimated $6.18M added.
  • The largest Ultrapar seller in Q2 2015 was Aberdeen Asset Management, an estimated $4.96M sold.

Based on aggregated 13F filings for Q2 2015.