We are live on ! Find out more
UGP icon

Ultrapar

97 hedge funds and large institutions have $197M invested in Ultrapar in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

332% more call options, than puts

Call options by funds: $454K | Put options by funds: $105K

3.6% less ownership

Funds ownership: 6.98%3.38% (-3.6%)

8% less funds holding

Funds holding: 10597 (-8)

15% less capital invested

Capital invested by funds: $232M → $197M (-$34.6M)

26% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 27

33% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 39

Holders
97
Holders Change
-8
Holders Change %
-7.62%
% of All Funds
2.11%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
26
Reduced
39
Closed
27
Calls
$454K
Puts
$105K
Net Calls
+$349K
Net Calls Change
+$349K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$42.8M +$2.04M +376,220 +5%
BlackRock
2
BlackRock
New York
$28.2M +$9.28M +1,710,555 +47%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$18.7M
State Street
4
State Street
Massachusetts
$15.4M -$29.4K -5,424 -0.2%
Aberdeen Group
5
Aberdeen Group
United Kingdom
$13.6M -$348K -64,126 -2%
Bank of America
6
Bank of America
North Carolina
$10.5M +$8.28M +1,524,917 +325%
Millennium Management
7
Millennium Management
New York
$9.79M +$1.94M +357,114 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$6.92M +$877K +161,598 +14%
Northern Trust
9
Northern Trust
Illinois
$6.13M -$72.6K -13,384 -1%
Morgan Stanley
10
Morgan Stanley
New York
$4.64M +$2.32M +428,370 +93%
PPA
11
Parametric Portfolio Associates
Washington
$3.86M -$291K -53,699 -7%
Cohen & Steers
12
Cohen & Steers
New York
$3.22M +$1.3M +240,218 +64%
Vanguard Group
13
Vanguard Group
Pennsylvania
$2.91M -$430K -79,226 -12%
LCM
14
Legato Capital Management
California
$2.75M
AG
15
Aperio Group
California
$2.48M +$613 +113 +0%
Goldman Sachs
16
Goldman Sachs
New York
$1.96M -$2.5M -459,850 -55%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$1.93M +$599K +110,289 +43%
BNP Paribas Asset Management
18
BNP Paribas Asset Management
France
$1.82M -$109K -20,100 -5%
ED
19
Exane Derivatives
France
$1.44M +$1.03M +189,021 +221%
AQR Capital Management
20
AQR Capital Management
Connecticut
$948K +$337K +62,019 +52%
Flossbach Von Storch
21
Flossbach Von Storch
Germany
$891K +$190K +35,000 +26%
JFL
22
Jarislowsky, Fraser Ltd
Quebec, Canada
$806K
Deutsche Bank
23
Deutsche Bank
Germany
$802K -$625K -115,099 -43%
HJIM
24
Henry James International Management
New York
$800K -$17.9K -3,295 -2%
Invesco
25
Invesco
Georgia
$797K -$144K -26,596 -15%

UGP Hedge Fund Activity: Q2 2019 in Review

97 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2019, worth a combined $197M — down 15% from $232M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of UGP and 20 opened new positions — a net loss of 7 holders — while 39 trimmed existing stakes and 26 added.

The largest buyer was BlackRock, adding an estimated $9.28M. The largest seller was Charles Schwab, exiting entirely with an estimated $17.2M sold.

  • 97 institutional investors held Ultrapar (UGP) as of Q2 2019, down from 105 in Q1 2019.
  • Funds reported $197M of Ultrapar stock for Q2 2019, down 15% quarter-over-quarter.
  • 20 funds opened new Ultrapar positions in Q2 2019 and 27 closed out, a net change of -7 holders.
  • The largest Ultrapar buyer in Q2 2019 was BlackRock, an estimated $9.28M added.
  • The largest Ultrapar seller in Q2 2019 was Charles Schwab, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2019.