YPF SOCIEDAD ANONIMA YPF
SPON ADR CL D · ADR · CUSIP 984245100 · ISIN US9842451000
Argentine energy company
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($13.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.44. Options: 19 managers hold calls ($339.2m notional), 22 hold puts ($247.5m).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 86 |
| Q4 2022 | 107 |
| Q1 2023 | 118 |
| Q2 2023 | 121 |
| Q3 2023 | 127 |
| Q4 2023 | 126 |
| Q1 2024 | 142 |
| Q2 2024 | 152 |
| Q3 2024 | 140 |
| Q4 2024 | 181 |
| Q1 2025 | 167 |
| Q2 2025 | 155 |
| Q3 2025 | 124 |
| Q4 2025 | 115 |
| Q1 2026 | 150 |
| Q2 2026 | 166 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 58 | 84 |
| Q4 2024 | 97 | 79 |
| Q1 2025 | 78 | 103 |
| Q2 2025 | 72 | 91 |
| Q3 2025 | 51 | 88 |
| Q4 2025 | 50 | 72 |
| Q1 2026 | 93 | 49 |
| Q2 2026 | 94 | 67 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $136.2m | $139.2m | 1.02 |
| Q4 2025 | $219.5m | $203.2m | 0.93 |
| Q1 2026 | $481.0m | $193.1m | 0.40 |
| Q2 2026 | $339.2m | $247.5m | 0.73 |
Biggest buyers
| FMR LLC | Added | +10.7m |
| Aquamarine Financial (Cayman) Ltd | Added | +3.4m |
| BNP PARIBAS FINANCIAL MARKETS | Added | +1.4m |
| TWO SIGMA INVESTMENTS, LP | Added | +683.0k |
| RWC Asset Management LLP | Added | +583.4k |
| North of South Capital LLP | Added | +499.3k |
| Russell Investments Group, Ltd. | Added | +411.6k |
| Capital Wealth Planning, LLC | New | +396.0k |
| Bridgewater Associates, LP | New | +331.4k |
| Gemsstock Ltd. | New | +317.7k |
Biggest sellers
| TT International Asset Management LTD | Sold out | -1.3m |
| CITADEL ADVISORS LLC | Reduced | -631.7k |
| GOLDMAN SACHS GROUP INC | Reduced | -597.1k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -455.2k |
| JPMORGAN CHASE & CO | Reduced | -448.4k |
| JANE STREET GROUP, LLC | Reduced | -431.3k |
| MORGAN STANLEY | Reduced | -396.5k |
| Fourth Sail Capital LP | Sold out | -363.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Sold out | -296.1k |
| UBS Group AG | Reduced | -278.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $102.0m2.2m shares |
| GROUP ONE TRADING LLC | Added | $50.8m1.1m shares |
| JANE STREET GROUP, LLC | Added | $46.5m1.0m shares |
| Walleye Trading LLC | Added | $26.2m576.3k shares |
| MASTERS CAPITAL MANAGEMENT LLC | Reduced | $22.7m500.0k shares |
| PEAK6 LLC | Reduced | $19.4m426.9k shares |
| CITADEL ADVISORS LLC | Reduced | $16.7m366.7k shares |
| IMC-Chicago, LLC | Reduced | $13.1m288.2k shares |
| LMR Partners LLP | Added | $12.3m270.8k shares |
| Banco BTG Pactual S.A. | New | $9.1m200.0k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $56.7m1.2m shares |
| GROUP ONE TRADING LLC | Added | $39.7m874.1k shares |
| JANE STREET GROUP, LLC | Added | $34.1m749.0k shares |
| Walleye Trading LLC | Added | $29.6m651.4k shares |
| CITADEL ADVISORS LLC | Added | $18.8m413.2k shares |
| PEAK6 LLC | Added | $13.8m303.2k shares |
| LMR Partners LLP | Added | $11.4m250.2k shares |
| IMC-Chicago, LLC | Reduced | $9.6m212.0k shares |
| Banco BTG Pactual S.A. | New | $9.1m200.0k shares |
| SIMPLEX TRADING, LLC | Added | $7.4m162.7k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Insider purchases and sales since 1 Apr 2026
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 0 | — | 0 | — | — |
| Q1 2025 | 0 | — | 0 | — | — |
| Q2 2025 | 0 | — | 0 | — | — |
| Q3 2025 | 0 | — | 0 | — | — |
| Q4 2025 | 0 | — | 0 | — | — |
| Q1 2026 | 0 | — | 2 | $704.2k | — |
| Q2 2026 | 1 | $4.2k | 1 | $10.3k | — |
| Q3 2026 | 2 | $532.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-07-02 | Farina Matias Osvaldo VP Upstream · American Depositary Shares | Bought | $401.3k8.9k shares |
| 2026-07-02 | Marin Horacio Daniel Chairman of the Board/ CEO, director | Bought | $131.6k2.8k shares |
| 2026-06-29 | Maquieyra Martin Director | Sold | $10.3k218 shares |
| 2026-05-29 | Maquieyra Martin Director | Bought | $4.2k77 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| Aquamarine Financial (Cayman) Ltd 31.24% of their portfolio | 12.4m $565.9m | Added +3.4m |
| FMR LLC 0.02% of their portfolio | 10.7m $486.8m | Added +10.7m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 4.7m $211.0m | Reduced -448.4k |
| North of South Capital LLP 13.47% of their portfolio | 4.0m $183.0m | Added +499.3k |
| VR Advisory Services Ltd 13.03% of their portfolio | 3.2m $146.9m | Unchanged |
| Duquesne Family Office LLC 3.28% of their portfolio | 3.1m $142.7m | Reduced -97.1k |
| PING CAPITAL MANAGEMENT, INC. 23.78% of their portfolio | 1.6m $73.3m | Added +233.3k |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.09% of their portfolio | 1.6m $73.1m | Reduced -125.4k |
| MORGAN STANLEY 0.00% of their portfolio | 1.5m $68.9m | Reduced -396.5k |
| BNP PARIBAS FINANCIAL MARKETS 0.04% of their portfolio | 1.5m $67.4m | Added +1.4m |
| Russell Investments Group, Ltd. 0.06% of their portfolio | 1.5m $67.1m | Added +411.6k |
| OAKTREE CAPITAL MANAGEMENT LP 0.85% of their portfolio | 991.3k $45.1m | Added +104.9k |
| JANE STREET GROUP, LLC 0.02% of their portfolio | 792.4k $36.0m | Reduced -431.3k |
| Equinox Partners Investment Management LLC 15.29% of their portfolio | 714.2k $32.5m | Added +247.2k |
| TWO SIGMA INVESTMENTS, LP 0.02% of their portfolio | 694.0k $31.6m | Added +683.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.07% of their portfolio | 666.6k $30.3m | Reduced -259.6k |
| RWC Asset Management LLP 1.14% of their portfolio | 660.6k $30.0m | Added +583.4k |
| BlackRock, Inc. 0.00% of their portfolio | 633.2k $28.8m | Reduced -86.6k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 1.14% of their portfolio | 605.0k $27.5m | Added +66.8k |
| Rheos Capital Works Inc. 1.30% of their portfolio | 500.0k $22.7m | Unchanged |
| Capital Wealth Planning, LLC 0.09% of their portfolio | 396.0k $18.0m | New |
| BARCLAYS PLC 0.00% of their portfolio | 343.5k $15.6m | Added +232.6k |
| Bridgewater Associates, LP 0.06% of their portfolio | 331.4k $15.1m | New |
| Gemsstock Ltd. 4.70% of their portfolio | 317.7k $14.4m | New |
| UBS Group AG 0.00% of their portfolio | 287.2k $13.1m | Reduced -278.7k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 281.2k $12.8m | Reduced -455.2k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 268.0k $12.2m | New |
| Brevan Howard Capital Management LP 0.17% of their portfolio | 258.0k $11.8m | Added +93.0k |
| Kapitalo Investimentos Ltda 0.92% of their portfolio | 257.6k $11.7m | Unchanged |
| Candriam S.C.A. 0.05% of their portfolio | 249.8k $11.3m | Reduced -194.2k |
| Tidal Investments LLC 0.03% of their portfolio | 249.7k $11.4m | Added +101.6k |
| HSBC HOLDINGS PLC 0.01% of their portfolio | 235.1k $10.8m | Reduced -42.5k |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 0.09% of their portfolio | 233.4k $10.6m | Reduced -12.3k |
| Assenagon Asset Management S.A. 0.01% of their portfolio | 222.6k $10.1m | Added +163.1k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 222.1k $10.1m | Added +177.1k |
| GLOBEFLEX CAPITAL L P 1.29% of their portfolio | 221.5k $10.1m | Unchanged |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 210.1k $9.6m | Reduced -631.7k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 194.9k $8.9m | Reduced -597.1k |
| XTX Topco Ltd 0.08% of their portfolio | 129.2k $5.9m | Added +96.3k |
| Oaktree Fund Advisors, LLC 9.98% of their portfolio | 126.9k $5.8m | Added +18.3k |
| Glenorchy Capital Ltd 3.27% of their portfolio | 115.3k $5.2m | Added +185 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 0.26% of their portfolio | 91.5k $4.2m | Added +21.9k |
| Arlington Capital Management, Inc. 2.55% of their portfolio | 90.0k $4.1m | New |
| Engineers Gate Manager LP 0.05% of their portfolio | 87.6k $4.0m | Added +60.3k |
| BAROMETER CAPITAL MANAGEMENT INC. 1.09% of their portfolio | 86.2k $3.9m | Added +11.1k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 76.6k $3.5m | New |
| Pictet Asset Management Holding SA 0.00% of their portfolio | 72.9k $3.3m | New |
| Aquatic Capital Management LLC 0.11% of their portfolio | 69.0k $3.1m | Reduced -82.3k |
| HRT FINANCIAL LP 0.01% of their portfolio | 67.6k $3.1m | New |
| BlueCrest Capital Management Ltd 0.13% of their portfolio | 66.5k $3.0m | Added +23.0k |
| Amundi 0.00% of their portfolio | 57.2k $2.6m | Reduced -17.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 56.4k $2.6m | Added +37.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 51.4k $2.3m | Added +4.3k |
| INSIGNEO ADVISORY SERVICES, LLC 0.08% of their portfolio | 47.8k $2.2m | Added +6.6k |
| Prospera Financial Services Inc 0.03% of their portfolio | 46.4k $2.1m | Reduced -348 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio | 45.0k $2.0m | Reduced -60.0k |
| ExodusPoint Capital Management, LP 0.02% of their portfolio | 43.9k $2.0m | New |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 42.7k $1.9m | New |
| CWA Asset Management Group, LLC 0.06% of their portfolio | 42.4k $1.9m | New |
| HighTower Advisors, LLC 0.00% of their portfolio | 40.2k $1.8m | Added +5.8k |
| X-Square Capital, LLC 0.46% of their portfolio | 40.0k $1.8m | New |
| Marex Group Ltd 0.01% of their portfolio | 36.7k $1.7m | Added +28.6k |
| Banco Santander, S.A. 0.01% of their portfolio | 34.5k $1.6m | Reduced -19.8k |
| VAN ECK ASSOCIATES CORP 0.00% of their portfolio | 34.3k $1.6m | Unchanged |
| Point Break Capital Management, LLC 1.67% of their portfolio | 33.8k $1.5m | New |
| Activest Wealth Management 0.29% of their portfolio | 33.3k $1.5m | Reduced -14.3k |
| LPL Financial LLC 0.00% of their portfolio | 31.8k $1.4m | Reduced -34.1k |
| DELTEC ASSET MANAGEMENT LLC 0.20% of their portfolio | 30.2k $1.4m | Reduced -10.5k |
| Lighthouse Investment Partners, LLC 0.04% of their portfolio | 29.4k $1.3m | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 27.6k $1.3m | New |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 27.3k $1.2m | Reduced -96.7k |
| CITIGROUP INC 0.00% of their portfolio | 27.3k $1.2m | Reduced -215.5k |
| Cetera Investment Advisers 0.00% of their portfolio | 27.1k $1.2m | Reduced -4.7k |
| CHESAPEAKE ASSET MANAGEMENT LLC 0.23% of their portfolio | 26.9k $305.6k | Unchanged |
| QUATTRO FINANCIAL ADVISORS LLC 0.24% of their portfolio | 25.0k $1.1m | Unchanged |
| TITAN GLOBAL CAPITAL MANAGEMENT USA LLC 0.14% of their portfolio | 24.8k $1.1m | Added +289 |
| Fort Sheridan Advisors LLC 0.12% of their portfolio | 24.0k $1.1m | Unchanged |
| Nuveen, LLC 0.00% of their portfolio | 23.2k $1.1m | New |
| Steadtrust LLC 0.51% of their portfolio | 22.0k $1.0m | Added +2.0k |
| Caitong International Asset Management Co., Ltd 0.13% of their portfolio | 20.3k $925.0k | Reduced -53.4k |
| SCP Investment, LP 0.82% of their portfolio | 19.6k $891.2k | New |
| First Growth Capital LLC 0.64% of their portfolio | 18.5k $840.1k | Reduced -112 |
| Mariner, LLC 0.00% of their portfolio | 16.9k $767.7k | Reduced -216 |
| Y-Intercept (Hong Kong) Ltd 0.01% of their portfolio | 16.1k $730.7k | Reduced -124.8k |
| Snowden Capital Advisors LLC 0.02% of their portfolio | 15.1k $687.1k | Reduced -277 |
| Compound Planning, Inc. 0.02% of their portfolio | 14.5k $659.6k | Added +213 |
| IPG Investment Advisors LLC 0.09% of their portfolio | 14.3k $651.0k | Added +8.9k |
| Virtu Financial LLC 0.02% of their portfolio | 13.4k $609.0k | Reduced -33.3k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 13.0k $591.6k | Added +811 |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 12.9k $588.2k | Added +6.7k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 12.7k $577.3k | Reduced -23.0k |
| Jain Global LLC 0.01% of their portfolio | 12.6k $572.6k | New |
| HANTZ FINANCIAL SERVICES, INC. 0.01% of their portfolio | 12.2k $554.0k | Added +3.1k |
| Laurion Capital Management LP 0.04% of their portfolio | 12.0k $545.6k | Unchanged |
| Freestone Grove Partners LP 0.00% of their portfolio | 11.3k $512.6k | New |
| PARADIGM ASSET MANAGEMENT CO LLC 0.11% of their portfolio | 11.2k $509.3k | Added +508 |
| ATLAS CAPITAL ADVISORS INC. 0.05% of their portfolio | 10.9k $494.2k | Added +133 |
| Leonteq Securities AG 0.03% of their portfolio | 10.7k $487.8k | Added +4.0k |
| CLOVERFIELDS CAPITAL GROUP, LP 0.15% of their portfolio | 10.5k $479.4k | New |
| ALTFEST L J & CO INC 0.05% of their portfolio | 10.5k $478.0k | Reduced -10.7k |