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Ultrapar

69 hedge funds and large institutions have $96.1M invested in Ultrapar in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.59% less ownership

Funds ownership: 3.78%3.19% (-0.59%)

14% less funds holding

Funds holding: 8069 (-11)

39% less capital invested

Capital invested by funds: $158M → $96.1M (-$62.3M)

52% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 21

Holders
69
Holders Change
-11
Holders Change %
-13.75%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
27
Reduced
21
Closed
21
Calls
$5K
Puts
Net Calls
+$5K
Net Calls Change
-$55K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
Naman Capital
Brazil
$39.6M +$552K +175,000 +1%
BlackRock
2
BlackRock
New York
$21.9M -$2.83M -897,223 -10%
State Street
3
State Street
Massachusetts
$8.48M +$3.75K +1,187 +0%
Renaissance Technologies
4
Renaissance Technologies
New York
$6.99M -$3.07M -972,487 -27%
CS
5
Credit Suisse
Switzerland
$2.95M +$817K +258,800 +31%
PPA
6
Parametric Portfolio Associates
Washington
$2.67M +$144K +45,511 +5%
Northern Trust
7
Northern Trust
Illinois
$2.43M +$640K +202,834 +29%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$1.1M
Manulife (Manufacturers Life Insurance)
9
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$886K -$84.1K -26,627 -8%
Goldman Sachs
10
Goldman Sachs
New York
$882K -$70.5K -22,330 -6%
Morgan Stanley
11
Morgan Stanley
New York
$716K -$2.93M -927,419 -78%
Citadel Advisors
12
Citadel Advisors
Florida
$674K +$99.5K +31,511 +14%
HSBC Holdings
13
HSBC Holdings
United Kingdom
$632K +$88.2K +27,953 +14%
AQR Capital Management
14
AQR Capital Management
Connecticut
$484K +$8.02K +2,542 +1%
Bank of America
15
Bank of America
North Carolina
$477K +$448K +142,008 +412%
PI
16
PineBridge Investments
New York
$450K -$11.8K -3,747 -2%
American Century Companies
17
American Century Companies
Missouri
$429K +$65.5K +20,759 +15%
Legal & General Group
18
Legal & General Group
United Kingdom
$365K
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$342K +$25.1K +7,944 +7%
HF
20
HRT Financial
New York
$321K +$376K +119,147 New
AP
21
Advisor Partners
California
$309K -$64.2K -20,324 -15%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$254K
BCI
23
Brinker Capital Investments
Pennsylvania
$192K
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$191K +$76.6K +24,266 +52%
VF
25
Virtu Financial
New York
$191K +$224K +70,881 New

UGP Hedge Fund Activity: Q3 2021 in Review

69 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q3 2021, worth a combined $96.1M — down 39% from $158M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UGP and 10 opened new positions — a net loss of 11 holders — while 21 trimmed existing stakes and 27 added.

The largest buyer was Credit Suisse, adding an estimated $817K. The largest seller was CIBC Private Wealth Group, exiting entirely with an estimated $13.4M sold.

  • 69 institutional investors held Ultrapar (UGP) as of Q3 2021, down from 80 in Q2 2021.
  • Funds reported $96.1M of Ultrapar stock for Q3 2021, down 39% quarter-over-quarter.
  • 10 funds opened new Ultrapar positions in Q3 2021 and 21 closed out, a net change of -11 holders.
  • The largest Ultrapar buyer in Q3 2021 was Credit Suisse, an estimated $817K added.
  • The largest Ultrapar seller in Q3 2021 was CIBC Private Wealth Group, an estimated $13.4M sold.

Based on aggregated 13F filings for Q3 2021.