YPF
YPF Sociedad Anónima · Energy · Oil & Gas Integrated
Señales de momentum (gestores comparables):
amplitud de titulares -25.0% ·
flujo de acciones -7.5% ·
nuevas posiciones netas -20.0%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +6 | 31.96M | $1.45B | +11 | −5 |
| Q1 2026 | 48 | +4 | 21.66M | $1.00B | +9 | −5 |
| Q4 2025 | 44 | -1 | 12.87M | $465.30M | — | −1 |
| Q3 2025 | 9 | -3 | 11.05M | $268.40M | — | −3 |
| Q2 2025 | 9 | +1 | 1.94M | $61.17M | +2 | −1 |
| Q1 2025 | 6 | -2 | 4.62M | $161.99M | — | −2 |
| Q4 2024 | 8 | 0 | 5.47M | $232.45M | +2 | −2 |
| Q3 2024 | 8 | +1 | 4.09M | $86.70M | +1 | — |
| Q2 2024 | 7 | — | 5.43M | $109.20M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 8.58M | — | $208.52M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 1.17M | — | $28.37M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 601.04K | +3.0% | $14.60M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Millennium Management ✦ | 317.93K | +530.2% | $7.72M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 250.29K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Goldman Sachs Group ✦ | 250.29K | — | $6.08M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Duquesne Family Office ✦ | 114.69K | -83.7% | $2.79M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 30 | Point72 Asset Management ✦ | 12.70K | -91.8% | $308,483 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | BlackRock ✦ (pasivo) | 332 | -37.2% | $8,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | BlackRock ✦ (pasivo) | 332 | -37.2% | $8,064 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 124 | 0.0% | $3,016 | 0.0% | Held | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Oaktree Capital Management | $10.20M | era 0.3% |
| Two Sigma Investments | $2.85M | era 0.0% |
| D. E. Shaw & Co. | $1.14M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 149 tenedores, 40.88M acciones, $1.71B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.