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Ultrapar

78 hedge funds and large institutions have $92.7M invested in Ultrapar in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 16 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.17% less ownership

Funds ownership: 3.59%3.42% (-0.17%)

8% less funds holding

Funds holding: 8578 (-7)

26% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 23

50% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 32

63% less capital invested

Capital invested by funds: $250M → $92.7M (-$158M)

Holders
78
Holders Change
-7
Holders Change %
-8.24%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
17
Increased
16
Reduced
32
Closed
23
Calls
$45K
Puts
Net Calls
+$45K
Net Calls Change
+$45K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$24.5M +$3.07M +640,700 +7%
BlackRock
2
BlackRock
New York
$13.3M -$93.9K -19,564 -0.4%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$8.68M
State Street
4
State Street
Massachusetts
$7.38M +$454K +94,584 +3%
AC
5
AMS Capital
Brazil
$5.47M +$3.78M +787,197 +54%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$5.17M
SGDR
7
SPX Gestao de Recursos
Brazil
$3.79M +$5.02M +1,046,399 +204%
BGDI
8
BW Gestao de Investimentos
Brazil
$3.2M +$6.32M +1,317,678 New
Canada Life
9
Canada Life
Manitoba, Canada
$2.22M +$2.8M +584,474 +180%
PPA
10
Parametric Portfolio Associates
Washington
$2.03M -$739K -153,954 -16%
Northern Trust
11
Northern Trust
Illinois
$1.89M -$1.16M -241,305 -24%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$1.69M -$866K -180,480 -21%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$1.48M -$42.3K -8,817 -1%
BNP Paribas Asset Management
14
BNP Paribas Asset Management
France
$1.38M -$176K -36,600 -6%
Jane Street
15
Jane Street
New York
$1.14M +$2.05M +428,042 +1,067%
AG
16
Aperio Group
California
$957K -$24.7K -5,150 -1%
Millennium Management
17
Millennium Management
New York
$891K -$2.83M -589,525 -62%
Goldman Sachs
18
Goldman Sachs
New York
$821K +$789K +164,528 +95%
ED
19
Exane Derivatives
France
$661K -$644K -134,210 -33%
Natixis Advisors
20
Natixis Advisors
Massachusetts
$624K +$1.23M +256,829 New
Connor, Clark & Lunn Investment Management (CC&L)
21
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$554K +$1.09M +228,175 New
HSBC Holdings
22
HSBC Holdings
United Kingdom
$427K +$842K +175,579 New
HJIM
23
Henry James International Management
New York
$369K -$3.43K -714 -0.5%
EOJOAM
24
E. Ohman J:or Asset Management
Sweden
$339K
AQR Capital Management
25
AQR Capital Management
Connecticut
$255K -$666K -138,729 -57%

UGP Hedge Fund Activity: Q1 2020 in Review

78 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q1 2020, worth a combined $92.7M — down 63% from $250M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of UGP and 17 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 16 added.

The largest buyer was BW Gestao de Investimentos, opening a new position worth an estimated $6.32M. The largest seller was Bank of America, cutting an estimated $14.6M.

  • 78 institutional investors held Ultrapar (UGP) as of Q1 2020, down from 85 in Q4 2019.
  • Funds reported $92.7M of Ultrapar stock for Q1 2020, down 63% quarter-over-quarter.
  • 17 funds opened new Ultrapar positions in Q1 2020 and 23 closed out, a net change of -6 holders.
  • The largest Ultrapar buyer in Q1 2020 was BW Gestao de Investimentos, an estimated $6.32M added.
  • The largest Ultrapar seller in Q1 2020 was Bank of America, an estimated $14.6M sold.

Based on aggregated 13F filings for Q1 2020.