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Ultrapar

106 hedge funds and large institutions have $393M invested in Ultrapar in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $383M → $393M (+$9.16M)

0.56% more ownership

Funds ownership: 6.29%6.85% (+0.56%)

0% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 23

2% less funds holding

Funds holding: 108106 (-2)

24% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 38

75% less call options, than puts

Call options by funds: $209K | Put options by funds: $823K

Holders
106
Holders Change
-2
Holders Change %
-1.85%
% of All Funds
2.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
23
Increased
29
Reduced
38
Closed
23
Calls
$209K
Puts
$823K
Net Calls
-$614K
Net Calls Change
-$196K
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
1
Aberdeen Asset Management
United Kingdom
$81.7M +$44.5M +4,231,638 +116%
Renaissance Technologies
2
Renaissance Technologies
New York
$63.8M -$8.2M -780,600 -11%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$37M
GAM
4
Genesis Asset Managers
United Kingdom
$20.3M -$317K -30,186 -2%
BFA
5
BlackRock Fund Advisors
California
$19.7M +$2.83M +268,944 +16%
State Street
6
State Street
Massachusetts
$17M +$527K +50,104 +3%
BG
7
BlackRock Group
United Kingdom
$13.8M +$712K +67,786 +5%
Northern Trust
8
Northern Trust
Illinois
$11.3M +$4.55M +433,244 +66%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$10.5M -$336K -31,920 -3%
RL
10
Ruffer LLP
United Kingdom
$10.3M +$10.4M +986,910 New
Jane Street
11
Jane Street
New York
$9.85M +$8.57M +814,888 +606%
Goldman Sachs
12
Goldman Sachs
New York
$8.24M -$5.1M -484,870 -38%
Invesco
13
Invesco
Georgia
$8.08M +$1.69M +161,014 +26%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$7.27M +$7.37M +701,082 New
Charles Schwab
15
Charles Schwab
California
$5.67M +$699K +66,548 +14%
Fisher Asset Management
16
Fisher Asset Management
Washington
$5.23M +$1.37M +130,254 +35%
CS
17
Credit Suisse
Switzerland
$3.67M -$430K -40,906 -10%
AG
18
Aperio Group
California
$3.14M +$457K +43,486 +17%
AAM
19
Advisors Asset Management
Colorado
$2.74M -$156K -14,826 -5%
BlackRock
20
BlackRock
New York
$2.2M +$127K +12,114 +6%
Deutsche Bank
21
Deutsche Bank
Germany
$2.16M -$205K -19,496 -9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$2.13M -$10.5K -1,000 -0.5%
PAM
23
Panagora Asset Management
Massachusetts
$2.07M +$1.19M +112,956 +130%
Bank of America
24
Bank of America
North Carolina
$2.04M -$9.28M -883,052 -82%
Morgan Stanley
25
Morgan Stanley
New York
$2.03M -$9.01M -856,838 -81%

UGP Hedge Fund Activity: Q4 2016 in Review

106 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q4 2016, worth a combined $393M — up 2.4% from $383M a quarter earlier.

Fund positioning in UGP was balanced in Q4 2016: 23 funds opened new positions, 23 closed out, 29 added to existing stakes and 38 trimmed.

The largest buyer was Aberdeen Asset Management, adding an estimated $44.5M. The largest seller was Bank of America, cutting an estimated $9.28M.

  • 106 institutional investors held Ultrapar (UGP) as of Q4 2016, down from 108 in Q3 2016.
  • Funds reported $393M of Ultrapar stock for Q4 2016, up 2.4% quarter-over-quarter.
  • 23 funds opened new Ultrapar positions in Q4 2016 and 23 closed out, a net change of 0 holders.
  • The largest Ultrapar buyer in Q4 2016 was Aberdeen Asset Management, an estimated $44.5M added.
  • The largest Ultrapar seller in Q4 2016 was Bank of America, an estimated $9.28M sold.

Based on aggregated 13F filings for Q4 2016.