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124 hedge funds and large institutions have $1.99B invested in YPF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

0.36% less ownership

Funds ownership: 28.25%27.89% (-0.36%)

6% less capital invested

Capital invested by funds: $2.12B → $1.99B (-$128M)

18% less funds holding

Funds holding: 152124 (-28)

27% less funds holding in top 10

Funds holding in top 10: 1511 (-4)

49% less call options, than puts

Call options by funds: $37.9M | Put options by funds: $74.3M

70% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 37

Holders
124
Holders Change
-28
Holders Change %
-18.42%
% of All Funds
3.31%
Holding in Top 10
11
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-26.67%
% of All Funds
0.29%
New
11
Increased
45
Reduced
45
Closed
37
Calls
$37.9M
Puts
$74.3M
Net Calls
-$36.4M
Net Calls Change
+$4.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
1
Lazard Asset Management
New York
$504M +$125M +6,934,591 +33%
Goldman Sachs
2
Goldman Sachs
New York
$198M -$5.33M -294,715 -3%
AllianceBernstein
3
AllianceBernstein
Tennessee
$161M +$32.7M +1,806,762 +26%
DCM
4
Discovery Capital Management
Connecticut
$107M -$32.7M -1,811,800 -24%
FC
5
Finepoint Capital
Massachusetts
$59.7M
SA
6
Smithwood Advisers
California
$59.3M
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$54.2M +$3.21M +177,821 +6%
KCM
8
Knighthead Capital Management
New York
$47.7M -$11.1M -616,816 -19%
BCM
9
Bienville Capital Management
New York
$39.2M +$14.2M +785,210 +58%
WBC
10
Westpac Banking Corp
Australia
$38.1M +$849K +46,943 +2%
EA
11
Emerald Acquisition
Washington
$37M -$7.68M -424,863 -17%
Morgan Stanley
12
Morgan Stanley
New York
$36.6M -$19.4K -1,072 -0.1%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$34.7M +$17.8K +982 +0.1%
PC
14
PointState Capital
New York
$34.4M -$2.06M -114,150 -6%
OAM
15
Oxford Asset Management
United Kingdom
$31.9M +$5.87M +325,000 +23%
RCM
16
Redwood Capital Management
New York
$31.5M -$1.56M -86,045 -5%
BG
17
BlackRock Group
United Kingdom
$31M +$8.43M +466,411 +38%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$24M +$3.19M +176,300 +15%
Franklin Resources
19
Franklin Resources
California
$23.1M +$14.1M +779,500 +160%
BAMCO Inc
20
BAMCO Inc
New York
$22.8M +$22.6M +1,250,000 New
UBS Group
21
UBS Group
Switzerland
$21.8M +$740K +40,928 +4%
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$19.9M +$566K +31,289 +3%
GCM
23
Gruss Capital Management
New York
$18.2M
BFA
24
BlackRock Fund Advisors
California
$16.8M +$2.32M +128,305 +16%
BIT
25
BlackRock Institutional Trust
California
$15.9M -$1.21M -66,799 -7%

YPF Hedge Fund Activity: Q3 2016 in Review

124 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in YPF (YPF) for Q3 2016, worth a combined $1.99B — down 6% from $2.12B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of YPF and 11 opened new positions — a net loss of 26 holders — while 45 trimmed existing stakes and 45 added.

The largest buyer was Lazard Asset Management, adding an estimated $125M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $43M sold.

  • 124 institutional investors held YPF (YPF) as of Q3 2016, down from 152 in Q2 2016.
  • Funds reported $1.99B of YPF stock for Q3 2016, down 6% quarter-over-quarter.
  • 11 funds opened new YPF positions in Q3 2016 and 37 closed out, a net change of -26 holders.
  • The largest YPF buyer in Q3 2016 was Lazard Asset Management, an estimated $125M added.
  • The largest YPF seller in Q3 2016 was Arrowstreet Capital, an estimated $43M sold.

Based on aggregated 13F filings for Q3 2016.