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112 hedge funds and large institutions have $253M invested in YPF in 2021 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

18% more capital invested

Capital invested by funds: $214M → $253M (+$39.1M)

10% more funds holding

Funds holding: 102112 (+10)

6% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 36

0.5% more ownership

Funds ownership: 13.2%13.7% (+0.5%)

22% less call options, than puts

Call options by funds: $11.9M | Put options by funds: $15.2M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
112
Holders Change
+10
Holders Change %
+9.8%
% of All Funds
1.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
24
Increased
38
Reduced
36
Closed
13
Calls
$11.9M
Puts
$15.2M
Net Calls
-$3.29M
Net Calls Change
+$3.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$54.5M +$2.19M +486,903 +4%
BIP
2
Brandes Investment Partners
California
$34.7M -$184K -41,006 -0.5%
State Street
3
State Street
Massachusetts
$20.5M -$3.93M -874,537 -17%
Morgan Stanley
4
Morgan Stanley
New York
$7.71M -$2.59M -575,616 -26%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$7.51M -$896K -199,431 -11%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$6.65M +$237K +52,633 +4%
Marshall Wace
7
Marshall Wace
United Kingdom
$6.44M +$5.9M +1,312,677 +2,048%
Goldman Sachs
8
Goldman Sachs
New York
$6.25M -$1.67M -370,495 -22%
CAAM
9
Cape Ann Asset Management
United Kingdom
$5.81M -$155K -34,539 -3%
Millennium Management
10
Millennium Management
New York
$5.56M +$5.09M +1,133,421 +2,098%
Legal & General Group
11
Legal & General Group
United Kingdom
$5.11M -$18.3K -4,074 -0.4%
SM
12
Senvest Management
New York
$4.98M +$4.78M +1,063,500 New
JP Morgan Chase
13
JP Morgan Chase
New York
$4.11M +$1.15M +256,334 +41%
Northern Trust
14
Northern Trust
Illinois
$3.82M -$661 -147 -0%
Connor, Clark & Lunn Investment Management (CC&L)
15
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.59M +$1.2M +267,906 +54%
Group One Trading
16
Group One Trading
Illinois
$3.29M +$578K +128,521 +22%
UBS AM
17
UBS AM
Illinois
$3.27M -$439K -97,696 -12%
CS
18
Credit Suisse
Switzerland
$3.1M -$1.85M -412,030 -38%
Russell Investments Group
19
Russell Investments Group
United Kingdom
$2.91M -$311K -69,195 -10%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.85M +$557K +123,891 +25%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$2.56M +$1.21M +270,277 +98%
Citadel Advisors
22
Citadel Advisors
Florida
$2.47M +$1.67M +371,945 +239%
HSBC Holdings
23
HSBC Holdings
United Kingdom
$2.44M +$39.3K +8,749 +2%
BBVA
24
Banco Bilbao Vizcaya Argentaria
Spain
$2.37M +$273K +60,648 +13%
Swiss National Bank
25
Swiss National Bank
Switzerland
$2.36M -$703K -156,466 -24%

YPF Hedge Fund Activity: Q2 2021 in Review

112 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in YPF (YPF) for Q2 2021, worth a combined $253M — up 18% from $214M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new YPF positions and 13 closed out — a net gain of 11 holders — while 38 added to existing stakes and 36 trimmed.

The largest buyer was Marshall Wace, adding an estimated $5.9M. The largest seller was Canada Pension Plan Investment Board, exiting entirely with an estimated $5.65M sold.

  • 112 institutional investors held YPF (YPF) as of Q2 2021, up from 102 in Q1 2021.
  • Funds reported $253M of YPF stock for Q2 2021, up 18% quarter-over-quarter.
  • 24 funds opened new YPF positions in Q2 2021 and 13 closed out, a net change of +11 holders.
  • The largest YPF buyer in Q2 2021 was Marshall Wace, an estimated $5.9M added.
  • The largest YPF seller in Q2 2021 was Canada Pension Plan Investment Board, an estimated $5.65M sold.

Based on aggregated 13F filings for Q2 2021.