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Ultrapar

108 hedge funds and large institutions have $383M invested in Ultrapar in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 7

16% more funds holding

Funds holding: 93108 (+15)

0% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 31

0.34% less ownership

Funds ownership: 6.63%6.29% (-0.34%)

6% less capital invested

Capital invested by funds: $406M → $383M (-$22.5M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $418K

Holders
108
Holders Change
+15
Holders Change %
+16.13%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
31
Reduced
31
Closed
7
Calls
Puts
$418K
Net Calls
-$418K
Net Calls Change
-$418K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$75.9M -$15.9M -1,425,400 -17%
AAM
2
Aberdeen Asset Management
United Kingdom
$39.9M -$2.25M -201,200 -5%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$39.1M
GAM
4
Genesis Asset Managers
United Kingdom
$21.8M -$520K -46,510 -2%
BFA
5
BlackRock Fund Advisors
California
$17.9M -$580K -51,884 -3%
State Street
6
State Street
Massachusetts
$17.4M -$1.55M -138,364 -8%
Goldman Sachs
7
Goldman Sachs
New York
$14M +$2.14M +191,070 +18%
BG
8
BlackRock Group
United Kingdom
$13.8M -$1.63M -146,174 -10%
Bank of America
9
Bank of America
North Carolina
$11.8M -$1.16M -104,146 -9%
Morgan Stanley
10
Morgan Stanley
New York
$11.5M +$8.72M +780,330 +286%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$11.4M
Northern Trust
12
Northern Trust
Illinois
$7.17M -$18.6K -1,660 -0.3%
Invesco
13
Invesco
Georgia
$6.77M -$1.74M -155,538 -20%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$6.72M -$420K -37,610 -6%
Charles Schwab
15
Charles Schwab
California
$5.25M +$503K +44,968 +10%
CS
16
Credit Suisse
Switzerland
$4.32M +$1.37M +122,656 +45%
MIP
17
Marietta Investment Partners
Wisconsin
$4.23M +$677K +60,540 +19%
Fisher Asset Management
18
Fisher Asset Management
Washington
$4.09M -$1.15M -103,344 -22%
Millennium Management
19
Millennium Management
New York
$3.49M +$3.56M +318,638 New
GC
20
Guggenheim Capital
Illinois
$3.22M +$202K +18,030 +7%
AAM
21
Advisors Asset Management
Colorado
$3.05M +$929K +83,148 +42%
AG
22
Aperio Group
California
$2.83M +$154K +13,798 +6%
Acadian Asset Management
23
Acadian Asset Management
Massachusetts
$2.75M -$4.02M -359,296 -59%
Deutsche Bank
24
Deutsche Bank
Germany
$2.49M -$1.11M -99,496 -30%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.26M -$25.8K -2,310 -1%

UGP Hedge Fund Activity: Q3 2016 in Review

108 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q3 2016, worth a combined $383M — down 5.5% from $406M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new UGP positions and 7 closed out — a net gain of 16 holders — while 31 added to existing stakes and 31 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $8.72M. The largest seller was Renaissance Technologies, cutting an estimated $15.9M.

  • 108 institutional investors held Ultrapar (UGP) as of Q3 2016, up from 93 in Q2 2016.
  • Funds reported $383M of Ultrapar stock for Q3 2016, down 5.5% quarter-over-quarter.
  • 23 funds opened new Ultrapar positions in Q3 2016 and 7 closed out, a net change of +16 holders.
  • The largest Ultrapar buyer in Q3 2016 was Morgan Stanley, an estimated $8.72M added.
  • The largest Ultrapar seller in Q3 2016 was Renaissance Technologies, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2016.