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159 hedge funds and large institutions have $1.67B invested in YPF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 51 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

97% more call options, than puts

Call options by funds: $105M | Put options by funds: $53.1M

8% more funds holding

Funds holding: 147159 (+12)

4% more capital invested

Capital invested by funds: $1.61B → $1.67B (+$57.6M)

0.09% more ownership

Funds ownership: 26.95%27.04% (+0.09%)

0% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 51

6% less funds holding in top 10

Funds holding in top 10: 1716 (-1)

Holders
159
Holders Change
+12
Holders Change %
+8.16%
% of All Funds
4.17%
Holding in Top 10
16
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-5.88%
% of All Funds
0.42%
New
28
Increased
51
Reduced
51
Closed
14
Calls
$105M
Puts
$53.1M
Net Calls
+$51.7M
Net Calls Change
-$42.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$230M -$40.5M -2,217,228 -13%
Goldman Sachs
2
Goldman Sachs
New York
$193M +$119M +6,523,248 +113%
DCM
3
Discovery Capital Management
Connecticut
$114M +$38.7M +2,114,592 +41%
GFM
4
Gramercy Funds Management
Connecticut
$86.4M +$23.5M +1,283,691 +30%
BHCM
5
Brevan Howard Capital Management
Jersey
$65.9M +$34.2M +1,872,667 +81%
SA
6
Smithwood Advisers
California
$51.2M
KCM
7
Knighthead Capital Management
New York
$50.9M
HCM
8
Highfields Capital Management
Massachusetts
$41M
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$37.6M +$7.02M +384,043 +19%
OAM
10
Oxford Asset Management
United Kingdom
$37.2M +$43.1M +2,357,855 New
FC
11
Finepoint Capital
Massachusetts
$33.9M
SGDR
12
SPX Gestao de Recursos
Brazil
$32.1M +$37.3M +2,041,575 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$32M -$1.77M -96,751 -5%
Bank of Nova Scotia
14
Bank of Nova Scotia
Ontario, Canada
$31.1M +$36.2M +1,980,000 New
RCM
15
Redwood Capital Management
New York
$28.5M -$1.83M -100,000 -5%
CII
16
Capital International Inc
California
$26M -$5.29M -289,400 -15%
PC
17
PointState Capital
New York
$22.4M +$11.5M +631,100 +80%
RFC
18
Russell Frank Company
Washington
$21.6M +$5.97M +326,502 +31%
SFM
19
Soros Fund Management
New York
$19.1M -$163M -8,920,336 -88%
COC
20
Commonwealth Opportunity Capital
California
$19M +$22.1M +1,210,808 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$18.6M +$18.4M +1,006,837 +573%
BIT
22
BlackRock Institutional Trust
California
$18.3M -$3.28M -179,512 -13%
CIS
23
Capital International Sarl
California
$18.2M -$3.24M -177,300 -13%
ZP
24
Zimmer Partners
New York
$17.7M -$745K -40,725 -3%
UBS Group
25
UBS Group
Switzerland
$17.6M -$109K -5,967 -0.5%

YPF Hedge Fund Activity: Q4 2015 in Review

159 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in YPF (YPF) for Q4 2015, worth a combined $1.67B — up 3.6% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new YPF positions and 14 closed out — a net gain of 14 holders — while 51 added to existing stakes and 51 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $119M. The largest seller was Soros Fund Management, cutting an estimated $163M.

  • 159 institutional investors held YPF (YPF) as of Q4 2015, up from 147 in Q3 2015.
  • Funds reported $1.67B of YPF stock for Q4 2015, up 3.6% quarter-over-quarter.
  • 28 funds opened new YPF positions in Q4 2015 and 14 closed out, a net change of +14 holders.
  • The largest YPF buyer in Q4 2015 was Goldman Sachs, an estimated $119M added.
  • The largest YPF seller in Q4 2015 was Soros Fund Management, an estimated $163M sold.

Based on aggregated 13F filings for Q4 2015.