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Ultrapar

80 hedge funds and large institutions have $158M invested in Ultrapar in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 20 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

30% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 20

5% more funds holding

Funds holding: 7680 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 3.89%3.78% (-0.11%)

4% less capital invested

Capital invested by funds: $166M → $158M (-$7.2M)

Holders
80
Holders Change
+4
Holders Change %
+5.26%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
26
Reduced
20
Closed
8
Calls
$60K
Puts
Net Calls
+$60K
Net Calls Change
+$59K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
Naman Capital
Brazil
$54.5M
BlackRock
2
BlackRock
New York
$33.9M -$400K -103,470 -1%
CIBC Private Wealth Group
3
CIBC Private Wealth Group
Georgia
$13.4M
Renaissance Technologies
4
Renaissance Technologies
New York
$13.4M -$6.77M -1,747,993 -33%
State Street
5
State Street
Massachusetts
$11.8M +$2M +516,787 +20%
Morgan Stanley
6
Morgan Stanley
New York
$4.49M +$3.57M +921,767 +340%
PPA
7
Parametric Portfolio Associates
Washington
$3.55M +$178K +46,081 +5%
CS
8
Credit Suisse
Switzerland
$3.17M +$623K +161,000 +24%
Northern Trust
9
Northern Trust
Illinois
$2.62M -$243K -62,807 -8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.53M
Manulife (Manufacturers Life Insurance)
11
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.33M +$1.29M +333,642 +1,573%
Goldman Sachs
12
Goldman Sachs
New York
$1.31M +$267K +68,973 +25%
Deutsche Bank
13
Deutsche Bank
Germany
$885K +$704K +181,937 +341%
Citadel Advisors
14
Citadel Advisors
Florida
$820K +$445K +114,916 +111%
HSBC Holdings
15
HSBC Holdings
United Kingdom
$775K +$6.25K +1,615 +0.8%
II
16
Inspire Investing
Idaho
$728K +$65.3K +16,883 +10%
AQR Capital Management
17
AQR Capital Management
Connecticut
$665K +$60.9K +15,726 +10%
PI
18
PineBridge Investments
New York
$641K -$3.48K -900 -0.5%
American Century Companies
19
American Century Companies
Missouri
$519K +$28.4K +7,338 +6%
Legal & General Group
20
Legal & General Group
United Kingdom
$509K
AP
21
Advisor Partners
California
$507K -$10.2K -2,644 -2%
Barclays
22
Barclays
United Kingdom
$480K +$494K +127,590 New
S
23
SimplyRich
California
$461K -$36.5K -9,423 -7%
BNP Paribas Financial Markets
24
BNP Paribas Financial Markets
France
$447K -$3.88M -1,002,751 -89%
Natixis Advisors
25
Natixis Advisors
Massachusetts
$380K +$6.74K +1,741 +2%

UGP Hedge Fund Activity: Q2 2021 in Review

80 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q2 2021, worth a combined $158M — down 4.3% from $166M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new UGP positions and 8 closed out — a net gain of 6 holders — while 26 added to existing stakes and 20 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.57M. The largest seller was Renaissance Technologies, cutting an estimated $6.77M.

  • 80 institutional investors held Ultrapar (UGP) as of Q2 2021, up from 76 in Q1 2021.
  • Funds reported $158M of Ultrapar stock for Q2 2021, down 4.3% quarter-over-quarter.
  • 14 funds opened new Ultrapar positions in Q2 2021 and 8 closed out, a net change of +6 holders.
  • The largest Ultrapar buyer in Q2 2021 was Morgan Stanley, an estimated $3.57M added.
  • The largest Ultrapar seller in Q2 2021 was Renaissance Technologies, an estimated $6.77M sold.

Based on aggregated 13F filings for Q2 2021.