We are live on ! Find out more
UGP icon

Ultrapar

95 hedge funds and large institutions have $408M invested in Ultrapar in 2018 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 15

25% more capital invested

Capital invested by funds: $327M → $408M (+$80.6M)

13% more funds holding

Funds holding: 8495 (+11)

0% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 29

0.17% less ownership

Funds ownership: 9.93%9.76% (-0.17%)

57% less call options, than puts

Call options by funds: $149K | Put options by funds: $350K

Holders
95
Holders Change
+11
Holders Change %
+13.1%
% of All Funds
2.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
29
Reduced
29
Closed
15
Calls
$149K
Puts
$350K
Net Calls
-$201K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1
SPX Gestao de Recursos
Brazil
$156M +$180K +33,722 New
Aberdeen Group
2
Aberdeen Group
United Kingdom
$33.8M -$19.3M -3,615,700 -33%
Renaissance Technologies
3
Renaissance Technologies
New York
$33.1M +$2.93M +549,230 +8%
GAM
4
Genesis Asset Managers
United Kingdom
$26.5M -$1.17M -218,970 -4%
BlackRock
5
BlackRock
New York
$19.1M -$8.98M -1,681,060 -29%
CIBC Private Wealth Group
6
CIBC Private Wealth Group
Georgia
$16.5M
Invesco
7
Invesco
Georgia
$15.1M +$2.68M +500,734 +18%
State Street
8
State Street
Massachusetts
$13.7M +$3.52M +658,938 +29%
Morgan Stanley
9
Morgan Stanley
New York
$10.4M +$3.98M +744,858 +50%
RL
10
Ruffer LLP
United Kingdom
$7.88M
Deutsche Bank
11
Deutsche Bank
Germany
$6.94M -$2.01M -376,630 -20%
Northern Trust
12
Northern Trust
Illinois
$6.03M -$653K -122,144 -9%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5M +$166K +31,066 +3%
Goldman Sachs
14
Goldman Sachs
New York
$4.98M +$2.32M +434,302 +68%
Two Sigma Investments
15
Two Sigma Investments
New York
$4.84M +$3.57M +668,342 +177%
Millennium Management
16
Millennium Management
New York
$4.48M +$5.17M +968,198 New
Charles Schwab
17
Charles Schwab
California
$4.45M +$45.6K +8,534 +0.9%
JP Morgan Chase
18
JP Morgan Chase
New York
$4.2M -$3.08M -576,832 -39%
Grantham, Mayo, Van Otterloo & Co (GMO)
19
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.96M +$15K +2,800 +0.3%
Vanguard Group
20
Vanguard Group
Pennsylvania
$2.68M -$6.41K -1,200 -0.2%
AG
21
Aperio Group
California
$2.3M +$334K +62,432 +14%
PPA
22
Parametric Portfolio Associates
Washington
$2.19M +$503K +94,202 +25%
RJA
23
Raymond James & Associates
Florida
$2.13M +$458K +85,748 +23%
HL
24
Harding Loevner
New Jersey
$1.89M +$2.1M +393,594 +2,577%
Canada Pension Plan Investment Board
25
Canada Pension Plan Investment Board
Ontario, Canada
$1.56M

UGP Hedge Fund Activity: Q3 2018 in Review

95 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q3 2018, worth a combined $408M — up 25% from $327M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UGP positions and 15 closed out — a net gain of 12 holders — while 29 added to existing stakes and 29 trimmed.

The largest buyer was Millennium Management, opening a new position worth an estimated $5.17M. The largest seller was Aberdeen Group, cutting an estimated $19.3M.

  • 95 institutional investors held Ultrapar (UGP) as of Q3 2018, up from 84 in Q2 2018.
  • Funds reported $408M of Ultrapar stock for Q3 2018, up 25% quarter-over-quarter.
  • 27 funds opened new Ultrapar positions in Q3 2018 and 15 closed out, a net change of +12 holders.
  • The largest Ultrapar buyer in Q3 2018 was Millennium Management, an estimated $5.17M added.
  • The largest Ultrapar seller in Q3 2018 was Aberdeen Group, an estimated $19.3M sold.

Based on aggregated 13F filings for Q3 2018.