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Ultrapar

79 hedge funds and large institutions have $120M invested in Ultrapar in 2020 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more capital invested

Capital invested by funds: $92.7M → $120M (+$27.3M)

1% more funds holding

Funds holding: 7879 (+1)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.25% less ownership

Funds ownership: 3.42%3.17% (-0.25%)

7% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 27

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
79
Holders Change
+1
Holders Change %
+1.28%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
17
Increased
25
Reduced
27
Closed
16
Calls
$6K
Puts
Net Calls
+$6K
Net Calls Change
-$39K
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$28.6M -$4.87M -1,652,600 -16%
BlackRock
2
BlackRock
New York
$17.6M -$856K -290,540 -5%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$12.1M
State Street
4
State Street
Massachusetts
$8.44M -$1.61M -546,348 -18%
Millennium Management
5
Millennium Management
New York
$6.1M +$4.22M +1,433,958 +391%
SGDR
6
SPX Gestao de Recursos
Brazil
$5.72M +$379K +128,637 +8%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$3.49M +$1.24M +420,013 +69%
Canada Life
8
Canada Life
Manitoba, Canada
$3.07M -$1.97K -668 -0.1%
PPA
9
Parametric Portfolio Associates
Washington
$2.92M +$76.3K +25,919 +3%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$2.86M +$2.48M +842,595 New
Northern Trust
11
Northern Trust
Illinois
$2.85M +$193K +65,501 +8%
BGDI
12
BW Gestao de Investimentos
Brazil
$2.81M -$1.43M -487,180 -37%
IA
13
Icon Advisers
Colorado
$2.67M +$2.32M +787,300 New
Connor, Clark & Lunn Investment Management (CC&L)
14
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.64M +$1.62M +550,727 +241%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$2.15M -$178K -60,318 -9%
Bank of America
16
Bank of America
North Carolina
$2.08M +$1.7M +575,782 +1,533%
PI
17
PineBridge Investments
New York
$1.39M +$921K +312,752 +317%
AG
18
Aperio Group
California
$1.39M +$50.9K +17,291 +4%
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
$865K -$926K -314,420 -55%
Goldman Sachs
20
Goldman Sachs
New York
$819K -$283K -96,083 -28%
Natixis Advisors
21
Natixis Advisors
Massachusetts
$621K -$217K -73,758 -29%
HSBC Holdings
22
HSBC Holdings
United Kingdom
$555K -$35.3K -12,000 -7%
AQR Capital Management
23
AQR Capital Management
Connecticut
$525K +$147K +49,851 +47%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$479K +$151K +51,396 +57%
S
25
SimplyRich
California
$458K +$407K +138,300 New

UGP Hedge Fund Activity: Q2 2020 in Review

79 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2020, worth a combined $120M — up 29% from $92.7M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new UGP positions and 16 closed out — a net gain of 1 holder — while 25 added to existing stakes and 27 trimmed.

The largest buyer was Millennium Management, adding an estimated $4.22M. The largest seller was AMS Capital, exiting entirely with an estimated $5.47M sold.

  • 79 institutional investors held Ultrapar (UGP) as of Q2 2020, up from 78 in Q1 2020.
  • Funds reported $120M of Ultrapar stock for Q2 2020, up 29% quarter-over-quarter.
  • 17 funds opened new Ultrapar positions in Q2 2020 and 16 closed out, a net change of +1 holder.
  • The largest Ultrapar buyer in Q2 2020 was Millennium Management, an estimated $4.22M added.
  • The largest Ultrapar seller in Q2 2020 was AMS Capital, an estimated $5.47M sold.

Based on aggregated 13F filings for Q2 2020.