YPF in the 13F filings
Ypf Sociedad Anonima · CUSIP 984245100
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Aug 2024
- latest of these filings; the earliest 9 Aug 2024
- Managers listing it
- 6
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 5 listed it in both
- Shares listed
- 3,023,825
- combined, among listed positions
- Reported value
- $61m
- combined, at the quarter end
Among the 94 comparable managers: 4 buyers (opened or added shares) and 3 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing YPF in Q2 2024
6 of 6 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Oaktree Capital Management LP | 954,679 | $19m | 0.31% | Added | +599,588 | 14 Aug 2024 (the filing on sec.gov) |
| Voloridge Investment Management LLC | 882,440 | $18m | 0.07% | Trimmed | -394,740 | 14 Aug 2024 (the filing on sec.gov) |
| Discovery Capital Management LLC | 745,379 | $15m | 1.93% | Added | +48,000 | 13 Aug 2024 (the filing on sec.gov) |
| Brevan Howard Capital Management LP | 206,732 | $4.2m | under 0.1% | New | new | 14 Aug 2024 (the filing on sec.gov) |
| Rokos Capital Management LLP | 123,139 | $2.5m | under 0.1% | Trimmed | -194,435 | 14 Aug 2024 (the filing on sec.gov) |
| Quantbot Technologies LP | 111,456 | $2.2m | 0.11% | Added | +57,038 | 9 Aug 2024 (the filing on sec.gov) |
Largest increases and reductions, by shares
Increases
- Oaktree Capital Management LPexisting position · 954,679 shares now+599,588
- Brevan Howard Capital Management LPnew position · 206,732 shares now+206,732
- Quantbot Technologies LPexisting position · 111,456 shares now+57,038
- Discovery Capital Management LLCexisting position · 745,379 shares now+48,000
Reductions
- Voloridge Investment Management LLCexisting position · 882,440 shares now-394,740
- Rokos Capital Management LLPexisting position · 123,139 shares now-194,435
New positions and exits
New (1)
Exited (1)
- Caxton Associates LLPwas $3.8m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q2 2013 | 4 | $73m | n.a. | n.a. |
| Q3 2013 | 3 | $157m | n.a. | n.a. |
| Q4 2013 | 5 | $307m | n.a. | n.a. |
| Q1 2014 | 6 | $449m | n.a. | n.a. |
| Q2 2014 | 6 | $951m | n.a. | n.a. |
| Q3 2014 | 9 | $920m | n.a. | n.a. |
| Q4 2014 | 8 | $526m | n.a. | n.a. |
| Q1 2015 | 8 | $619m | n.a. | n.a. |
| Q2 2015 | 8 | $651m | n.a. | n.a. |
| Q3 2015 | 8 | $356m | n.a. | n.a. |
| Q4 2015 | 7 | $226m | n.a. | n.a. |
| Q1 2016 | 7 | $250m | n.a. | n.a. |
| Q2 2016 | 5 | $305m | n.a. | n.a. |
| Q3 2016 | 3 | $281m | n.a. | n.a. |
| Q4 2016 | 3 | $182m | n.a. | n.a. |
| Q1 2017 | 4 | $206m | n.a. | n.a. |
| Q2 2017 | 7 | $393m | n.a. | n.a. |
| Q3 2017 | 6 | $269m | n.a. | n.a. |
| Q4 2017 | 6 | $288m | n.a. | n.a. |
| Q1 2018 | 7 | $309m | n.a. | n.a. |
| Q2 2018 | 7 | $136m | n.a. | n.a. |
| Q3 2018 | 3 | $131m | n.a. | n.a. |
| Q4 2018 | 3 | $112m | n.a. | n.a. |
| Q1 2019 | 4 | $33m | n.a. | n.a. |
| Q2 2019 | 3 | $167m | n.a. | n.a. |
| Q3 2019 | 3 | $28m | n.a. | n.a. |
| Q4 2019 | 2 | $16m | n.a. | n.a. |
| Q2 2020 | 1 | $795k | n.a. | n.a. |
| Q3 2021 | 1 | $2.9m | n.a. | n.a. |
| Q4 2021 | 2 | $29m | n.a. | n.a. |
| Q1 2022 | 2 | $13m | n.a. | n.a. |
| Q2 2022 | 1 | $4.6m | n.a. | n.a. |
| Q3 2022 | 6 | $54m | n.a. | n.a. |
| Q4 2022 | 4 | $59m | n.a. | n.a. |
| Q1 2023 | 5 | $72m | n.a. | n.a. |
| Q2 2023 | 7 | $103m | n.a. | n.a. |
| Q3 2023 | 5 | $46m | n.a. | n.a. |
| Q4 2023 | 5 | $61m | 2 | 3 |
| Q1 2024 | 7 | $58m | 4 | 4 |
| Q2 2024 | 6 | $61m | 4 | 3 |
| Q3 2024 | 5 | $66m | 2 | 3 |
| Q4 2024 | 5 | $185m | 4 | 2 |
| Q1 2025 | 3 | $78m | 0 | 5 |
| Q2 2025 | 5 | $76m | 4 | 1 |
| Q4 2025 | 2 | $17m | 4 | 12 |
| Q1 2026 | 3 | $74m | 13 | 3 |
| Q2 2026 | 4 | $99m | 10 | 9 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
YPF and GEV →YPF and XOM →YPF and CVX →Choose a stock to compare with YPF →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own YPF, latest filings →Back to the 13F Explorer →