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Ultrapar

116 hedge funds and large institutions have $181M invested in Ultrapar in 2024 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.2% less ownership

Funds ownership: 4.51%4.32% (-0.2%)

3% less funds holding

Funds holding: 119116 (-3)

8% less capital invested

Capital invested by funds: $197M → $181M (-$15.5M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

51% less call options, than puts

Call options by funds: $19K | Put options by funds: $39K

Holders
116
Holders Change
-3
Holders Change %
-2.52%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
46
Reduced
42
Closed
15
Calls
$19K
Puts
$39K
Net Calls
-$20K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
NC
1
Naman Capital
Brazil
$54.9M
BlackRock
2
BlackRock
New York
$21M +$1.78M +432,297 +9%
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$11.3M -$3.45M -837,988 -22%
Morgan Stanley
4
Morgan Stanley
New York
$9.89M +$4.11M +997,602 +64%
Marshall Wace
5
Marshall Wace
United Kingdom
$9.22M +$3.9M +946,455 +66%
Renaissance Technologies
6
Renaissance Technologies
New York
$7.82M -$1.79M -433,800 -18%
HAI
7
Hennessy Advisors Inc
California
$6.58M +$783K +190,300 +13%
American Century Companies
8
American Century Companies
Missouri
$6.47M +$897K +217,920 +15%
Qube Research & Technologies (QRT)
9
Qube Research & Technologies (QRT)
United Kingdom
$5.41M -$1.03M -250,239 -15%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$4.51M -$791K -192,200 -14%
Two Sigma Investments
11
Two Sigma Investments
New York
$4.06M -$1.04M -252,600 -19%
State Street
12
State Street
Massachusetts
$3.61M -$121K -29,300 -3%
Goldman Sachs
13
Goldman Sachs
New York
$3.31M +$3.15M +764,114 +863%
Bank of America
14
Bank of America
North Carolina
$2.87M +$2.56M +620,810 +528%
Millennium Management
15
Millennium Management
New York
$2.59M -$3.13M -759,666 -53%
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$1.72M +$597K +145,107 +46%
LIM
17
Longfellow Investment Management
Massachusetts
$1.71M
Point72 Asset Management
18
Point72 Asset Management
Connecticut
$1.6M +$1.69M +411,100 New
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$1.46M +$303K +73,549 +24%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$1.28M -$287K -69,613 -17%
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$1.28M -$8.66M -2,103,109 -54%
RWM
22
Ritholtz Wealth Management
New York
$1.1M +$409K +99,324 +54%
Optiver Holding
23
Optiver Holding
Netherlands
$989K +$1.05M +255,001 New
Manulife (Manufacturers Life Insurance)
24
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$975K +$63.9K +15,517 +7%
CSS
25
Cubist Systematic Strategies
Connecticut
$969K -$1.25M -304,741 -55%

UGP Hedge Fund Activity: Q3 2024 in Review

116 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Ultrapar (UGP) for Q3 2024, worth a combined $181M — down 7.9% from $197M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of UGP and 13 opened new positions — a net loss of 2 holders — while 42 trimmed existing stakes and 46 added.

The largest buyer was Morgan Stanley, adding an estimated $4.11M. The largest seller was Arrowstreet Capital, cutting an estimated $8.66M.

  • 116 institutional investors held Ultrapar (UGP) as of Q3 2024, down from 119 in Q2 2024.
  • Funds reported $181M of Ultrapar stock for Q3 2024, down 7.9% quarter-over-quarter.
  • 13 funds opened new Ultrapar positions in Q3 2024 and 15 closed out, a net change of -2 holders.
  • The largest Ultrapar buyer in Q3 2024 was Morgan Stanley, an estimated $4.11M added.
  • The largest Ultrapar seller in Q3 2024 was Arrowstreet Capital, an estimated $8.66M sold.

Based on aggregated 13F filings for Q3 2024.