Guru Ownership Trend
Guru Analysis for YPF Sociedad Anónima (YPF)
YPF Sociedad Anónima (YPF), a key player in the Energy sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $54.08 M.
Top institutional holders include Jeremy Grantham and Stanley Druckenmiller.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $32.5 M net outflow during the quarter.
On the selling side, Steven Cohen reduced exposure by 91.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| 0.09% | Reduce -6.4% | 1,375,578 | $33.41 M | Q3 2025 | |
| 0.07% | Reduce -83.7% | 114,695 | $2.79 M | Q3 2025 | |
| 0.00% | Reduce -71.3% | 37,291 | $905,798 | Q3 2025 | |
| 0.00% | Reduce -91.8% | 12,700 | $308,483 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Period | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for YPF Sociedad Anónima (YPF)
Top Guru holders include Jeremy Grantham ($33.41 M), Stanley Druckenmiller ($2.79 M), Paul Tudor Jones ($905,798). Collectively, tracked Gurus hold 1.54 M shares.
Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $32.5 M, with 0 Gurus buying and 5 Gurus selling.
In the recent quarter, 4 Gurus reduced their positions, and 1 Gurus sold out of YPF completely. Total sell value was $32.5 M.
No tracked Gurus opened new positions or added to their existing holdings in YPF during the most recent reported quarter.