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Ultrapar

105 hedge funds and large institutions have $232M invested in Ultrapar in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 16

11% more funds holding

Funds holding: 95105 (+10)

10% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 31

1.58% less ownership

Funds ownership: 8.56%6.98% (-1.6%)

28% less capital invested

Capital invested by funds: $321M → $232M (-$89.5M)

Holders
105
Holders Change
+10
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
27
Increased
28
Reduced
31
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$46.5M +$10.4M +1,463,880 +23%
BlackRock
2
BlackRock
New York
$21.9M -$1.73M -243,416 -6%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$21.3M
State Street
4
State Street
Massachusetts
$17.5M -$27.7K -3,904 -0.1%
Charles Schwab
5
Charles Schwab
California
$17.2M +$4.56M +641,150 +29%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$15.9M -$21.2M -2,986,820 -53%
Millennium Management
7
Millennium Management
New York
$9.03M +$3.51M +494,292 +49%
Northern Trust
8
Northern Trust
Illinois
$7.07M +$1.91M +268,574 +29%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$6.92M -$680K -95,634 -8%
Goldman Sachs
10
Goldman Sachs
New York
$4.98M +$1.73M +243,366 +41%
PPA
11
Parametric Portfolio Associates
Washington
$4.72M +$266K +37,434 +5%
SG Americas Securities
12
SG Americas Securities
New York
$4.21M +$5.01M +704,206 New
Vanguard Group
13
Vanguard Group
Pennsylvania
$3.79M
LCM
14
Legato Capital Management
California
$3.13M
AG
15
Aperio Group
California
$2.83M +$497K +69,874 +17%
Bank of America
16
Bank of America
North Carolina
$2.81M -$18.8M -2,648,446 -85%
Morgan Stanley
17
Morgan Stanley
New York
$2.74M -$14.6M -2,051,200 -82%
Canada Life
18
Canada Life
Manitoba, Canada
$2.59M +$2.47M +347,210 +394%
HL
19
Harding Loevner
New Jersey
$2.34M -$126K -17,774 -4%
Cohen & Steers
20
Cohen & Steers
New York
$2.24M +$2.67M +375,102 New
PG
21
Pendal Group
Australia
$2.23M -$9.74M -1,370,220 -79%
BNP Paribas Asset Management
22
BNP Paribas Asset Management
France
$2.19M -$1.2M -168,600 -31%
Deutsche Bank
23
Deutsche Bank
Germany
$1.6M +$735K +103,470 +63%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$1.54M +$1.57M +220,538 +602%
Citadel Advisors
25
Citadel Advisors
Florida
$1.34M +$1.59M +224,182 New

UGP Hedge Fund Activity: Q1 2019 in Review

105 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q1 2019, worth a combined $232M — down 28% from $321M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new UGP positions and 16 closed out — a net gain of 11 holders — while 28 added to existing stakes and 31 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $10.4M. The largest seller was Aberdeen Group, cutting an estimated $21.2M.

  • 105 institutional investors held Ultrapar (UGP) as of Q1 2019, up from 95 in Q4 2018.
  • Funds reported $232M of Ultrapar stock for Q1 2019, down 28% quarter-over-quarter.
  • 27 funds opened new Ultrapar positions in Q1 2019 and 16 closed out, a net change of +11 holders.
  • The largest Ultrapar buyer in Q1 2019 was Renaissance Technologies, an estimated $10.4M added.
  • The largest Ultrapar seller in Q1 2019 was Aberdeen Group, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2019.