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Ultrapar

85 hedge funds and large institutions have $314M invested in Ultrapar in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 32 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 32

0.35% less ownership

Funds ownership: 7.1%6.76% (-0.35%)

17% less funds holding

Funds holding: 10285 (-17)

24% less capital invested

Capital invested by funds: $413M → $314M (-$99.5M)

74% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 23

Holders
85
Holders Change
-17
Holders Change %
-16.67%
% of All Funds
2.37%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
32
Reduced
32
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$79M +$6.78M +726,678 +8%
AAM
2
Aberdeen Asset Management
United Kingdom
$37.5M -$709K -76,000 -2%
GAM
3
Genesis Asset Managers
United Kingdom
$18.4M -$633K -67,802 -3%
BFA
4
BlackRock Fund Advisors
California
$15.9M -$482K -51,608 -3%
BG
5
BlackRock Group
United Kingdom
$12M +$1.01M +108,204 +8%
State Street
6
State Street
Massachusetts
$11.7M -$120K -12,878 -0.9%
Invesco
7
Invesco
Georgia
$11.4M -$1.86M -199,340 -13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$10.5M -$873K -93,588 -7%
Canada Pension Plan Investment Board
9
Canada Pension Plan Investment Board
Ontario, Canada
$9.67M
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$8.47M -$2.03M -217,768 -18%
Canada Life
11
Canada Life
Manitoba, Canada
$7.84M +$158K +16,972 +2%
Morgan Stanley
12
Morgan Stanley
New York
$6.36M +$6.64M +711,914 +1,464%
Northern Trust
13
Northern Trust
Illinois
$6.24M +$1.4M +149,900 +25%
Goldman Sachs
14
Goldman Sachs
New York
$6.16M +$2.15M +230,518 +45%
Deutsche Bank
15
Deutsche Bank
Germany
$5.39M +$5.11M +547,904 +565%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$4.87M +$264K +28,302 +5%
Bank of America
17
Bank of America
North Carolina
$4.73M -$1.28M -137,544 -20%
Daiwa Securities Group
18
Daiwa Securities Group
Japan
$4.63M +$243K +26,000 +5%
IUAM
19
Itau USA Asset Management
New York
$4.18M +$1.09M +116,720 +30%
Fisher Asset Management
20
Fisher Asset Management
Washington
$3.76M -$35.8K -3,836 -0.8%
Charles Schwab
21
Charles Schwab
California
$2.77M +$298K +31,990 +11%
CS
22
Credit Suisse
Switzerland
$2.59M -$970K -103,988 -25%
BlackRock
23
BlackRock
New York
$2.34M +$961K +103,010 +58%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.29M -$765 -82 -0%
AG
25
Aperio Group
California
$2.22M -$2M -214,256 -45%

UGP Hedge Fund Activity: Q3 2015 in Review

85 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q3 2015, worth a combined $314M — down 24% from $413M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UGP and 6 opened new positions — a net loss of 17 holders — while 32 trimmed existing stakes and 32 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.78M. The largest seller was Citigroup, cutting an estimated $20M.

  • 85 institutional investors held Ultrapar (UGP) as of Q3 2015, down from 102 in Q2 2015.
  • Funds reported $314M of Ultrapar stock for Q3 2015, down 24% quarter-over-quarter.
  • 6 funds opened new Ultrapar positions in Q3 2015 and 23 closed out, a net change of -17 holders.
  • The largest Ultrapar buyer in Q3 2015 was Renaissance Technologies, an estimated $6.78M added.
  • The largest Ultrapar seller in Q3 2015 was Citigroup, an estimated $20M sold.

Based on aggregated 13F filings for Q3 2015.