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76 hedge funds and large institutions have $1.62B invested in YPF in 2013 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

179% more call options, than puts

Call options by funds: $43.1M | Put options by funds: $15.5M

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

57% more capital invested

Capital invested by funds: $1.03B → $1.62B (+$587M)

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

7% more funds holding

Funds holding: 7176 (+5)

2.65% more ownership

Funds ownership: 17.82%20.47% (+2.6%)

Holders
76
Holders Change
+5
Holders Change %
+7.04%
% of All Funds
2.46%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.26%
New
16
Increased
28
Reduced
17
Closed
11
Calls
$43.1M
Puts
$15.5M
Net Calls
+$27.6M
Net Calls Change
+$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$366M +$29M +1,693,865 +10%
MCM
2
Mason Capital Management
New York
$316M +$47.7M +2,782,444 +22%
HCM
3
Highfields Capital Management
Massachusetts
$148M -$3.43M -200,000 -3%
CHCM
4
Columbus Hill Capital Management
New Jersey
$85.1M +$11.1M +649,485 +18%
SFM
5
Soros Fund Management
New York
$79.8M +$68M +3,964,136 New
Capital World Investors
6
Capital World Investors
California
$74.7M
KCM
7
Knighthead Capital Management
New York
$62.6M +$2.14M +125,000 +4%
PC
8
Perry Capital
New York
$56M +$13.2M +770,301 +38%
RCM
9
Redwood Capital Management
New York
$37.2M +$2.14M +125,000 +7%
TCSAM
10
Tyrus Capital S.A.M.
Monaco
$36.5M -$11.9M -691,334 -28%
QF
11
QVT Financial
New York
$34.4M
Macquarie Group
12
Macquarie Group
Australia
$30.8M
KSCM
13
King Street Capital Management
New York
$29.2M +$24.9M +1,450,700 New
MGC
14
Merchants' Gate Capital
New York
$24.7M -$1.87M -108,800 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
15
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$22M -$11.6M -678,100 -38%
MAC
16
Monarch Alternative Capital
New York
$21.6M -$1.18M -68,757 -6%
SM
17
Senvest Management
New York
$16.2M -$669K -39,014 -5%
CS
18
Credit Suisse
Switzerland
$16.1M +$6.04M +352,167 +79%
BIT
19
BlackRock Institutional Trust
California
$15.6M +$955K +55,704 +8%
Morgan Stanley
20
Morgan Stanley
New York
$15.4M +$2.78M +161,966 +27%
Millennium Management
21
Millennium Management
New York
$14.2M -$7.62M -444,379 -39%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$13.6M +$111K +6,448 +1%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$11.9M +$391K +22,800 +4%
OAM
24
Oxford Asset Management
United Kingdom
$9.05M +$7.71M +449,776 New
USAA
25
United Services Automobile Association
Texas
$8.43M +$1.34M +78,100 +23%

YPF Hedge Fund Activity: Q3 2013 in Review

76 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in YPF (YPF) for Q3 2013, worth a combined $1.62B — up 57% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new YPF positions and 11 closed out — a net gain of 5 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Soros Fund Management, opening a new position worth an estimated $68M. The largest seller was Tyrus Capital S.A.M., cutting an estimated $11.9M.

  • 76 institutional investors held YPF (YPF) as of Q3 2013, up from 71 in Q2 2013.
  • Funds reported $1.62B of YPF stock for Q3 2013, up 57% quarter-over-quarter.
  • 16 funds opened new YPF positions in Q3 2013 and 11 closed out, a net change of +5 holders.
  • The largest YPF buyer in Q3 2013 was Soros Fund Management, an estimated $68M added.
  • The largest YPF seller in Q3 2013 was Tyrus Capital S.A.M., an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2013.