Knighthead Capital Management Stake in Ypf Sociedad Anonima (YPF) Cut by $5.57 Million as Stock Value Declined; Humana (HUM) Stake Maintained by Partner Fund Management Lp

May 25, 2018 - By Peter Mason

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Christopher Medlock James increased its stake in Humana Inc (HUM) by 46.37% based on its latest 2017Q4 regulatory filing with the SEC. Partner Fund Management Lp bought 93,290 shares as the company’s stock rose 9.24% while stock markets declined. The hedge fund run by Christopher Medlock James held 294,480 shares of the medical specialities company at the end of 2017Q4, valued at $73.05M, up from 201,190 at the end of the previous reported quarter. Partner Fund Management Lp who had been investing in Humana Inc for a number of months, seems to be bullish on the $40.53B market cap company. The stock increased 0.24% or $0.7 during the last trading session, reaching $294.39. About 148,353 shares traded. Humana Inc. (NYSE:HUM) has risen 31.54% since May 25, 2017 and is uptrending. It has outperformed by 19.99% the S&P500.

Tom Wagner decreased its stake in Ypf Sociedad Anonima (YPF) by 11.76% based on its latest 2017Q4 regulatory filing with the SEC. Knighthead Capital Management Llc sold 253,386 shares as the company’s stock declined 2.54% with the market. The hedge fund run by Tom Wagner held 1.90 million shares of the integrated oil company at the end of 2017Q4, valued at $43.54 million, down from 2.15 million at the end of the previous reported quarter. Knighthead Capital Management Llc who had been investing in Ypf Sociedad Anonima for a number of months, seems to be less bullish one the $7.31B market cap company. The stock decreased 1.41% or $0.27 during the last trading session, reaching $18.86. About 875,915 shares traded. YPF Sociedad Anonima (NYSE:YPF) has declined 8.58% since May 25, 2017 and is downtrending. It has underperformed by 20.13% the S&P500.

Investors sentiment increased to 1.45 in 2017 Q4. Its up 0.32, from 1.13 in 2017Q3. It increased, as 18 investors sold YPF shares while 29 reduced holdings. 26 funds opened positions while 42 raised stakes. 96.02 million shares or 9.12% less from 105.66 million shares in 2017Q3 were reported. 2.79 million were accumulated by Discovery Cap Management Limited Liability Company Ct. Highland Management Lp has 303,600 shares for 0.32% of their portfolio. Ftb Advisors Incorporated has 0% invested in YPF Sociedad Anonima (NYSE:YPF). Cap Fund Management Sa owns 31,700 shares for 0% of their portfolio. Parkside Savings Bank Tru has 0% invested in YPF Sociedad Anonima (NYSE:YPF) for 549 shares. Jefferies Grp Inc Ltd Liability holds 0% or 31,612 shares in its portfolio. Moreover, Deltec Asset Mgmt Ltd Liability Corp has 0.57% invested in YPF Sociedad Anonima (NYSE:YPF) for 121,785 shares. Credit Suisse Ag accumulated 303,165 shares or 0.01% of the stock. Gam Ag holds 0.06% of its portfolio in YPF Sociedad Anonima (NYSE:YPF) for 84,200 shares. One Trading Ltd Partnership reported 281,370 shares stake. Van Eck has 0% invested in YPF Sociedad Anonima (NYSE:YPF) for 2,238 shares. Nuveen Asset Mgmt Limited invested in 350,041 shares. Morgan Stanley owns 269,722 shares. Renaissance Technologies Llc accumulated 0.01% or 315,500 shares. Goldman Sachs Gru owns 0.01% invested in YPF Sociedad Anonima (NYSE:YPF) for 1.45M shares.

Another recent and important YPF Sociedad Anonima (NYSE:YPF) news was published by Seekingalpha.com which published an article titled: “YPF Sociedad Anonima’s (YPF) Q1 2018 Results – Earnings Call Transcript” on May 09, 2018.

Among 9 analysts covering YPF SA (NYSE:YPF), 6 have Buy rating, 1 Sell and 2 Hold. Therefore 67% are positive. YPF SA had 14 analyst reports since August 11, 2015 according to SRatingsIntel. The company was upgraded on Wednesday, October 25 by JP Morgan. Raymond James initiated the shares of YPF in report on Wednesday, December 7 with “Outperform” rating. J.P. Morgan upgraded YPF Sociedad Anonima (NYSE:YPF) on Wednesday, October 25 to “Buy” rating. Credit Suisse downgraded YPF Sociedad Anonima (NYSE:YPF) on Monday, January 29 to “Hold” rating. The firm has “Sell” rating by Zacks given on Tuesday, August 11. As per Monday, November 23, the company rating was upgraded by Goldman Sachs. Deutsche Bank downgraded the shares of YPF in report on Thursday, January 7 to “Sell” rating. The firm has “Strong Buy” rating by Raymond James given on Monday, April 23. The stock has “Buy” rating by Citigroup on Monday, October 9. As per Thursday, November 3, the company rating was downgraded by JP Morgan.

Investors sentiment decreased to 1.05 in 2017 Q4. Its down 0.16, from 1.21 in 2017Q3. It dropped, as 40 investors sold HUM shares while 209 reduced holdings. 69 funds opened positions while 193 raised stakes. 125.53 million shares or 4.46% less from 131.39 million shares in 2017Q3 were reported. 568,953 were reported by Fil Limited. Ohio-based Fifth Third Bancshares has invested 0% in Humana Inc. (NYSE:HUM). Twin Tree Mgmt Limited Partnership, Texas-based fund reported 3,935 shares. Apg Asset Management Nv reported 729,519 shares. Zweig invested in 1.65% or 61,421 shares. Gemmer Asset Management Lc reported 0.01% stake. Gam Holding Ag has invested 0.09% of its portfolio in Humana Inc. (NYSE:HUM). Kepos Capital LP holds 0.35% or 15,576 shares in its portfolio. Sterling Cap Mgmt Ltd holds 12,170 shares or 0.03% of its portfolio. Eaton Vance Mngmt has 151,727 shares. Rmb Cap Management Ltd Liability Com reported 2,377 shares. Product Prtnrs Limited Liability holds 120,900 shares or 0.87% of its portfolio. Captrust Fincl Advsrs owns 0% invested in Humana Inc. (NYSE:HUM) for 55 shares. Northwestern Mutual Wealth Mngmt holds 902 shares or 0% of its portfolio. Clinton Grp Incorporated holds 0.75% or 34,607 shares.

Since December 15, 2017, it had 0 buys, and 12 sales for $31.76 million activity. Shares for $5.90 million were sold by MARGULIS HEIDI S on Thursday, May 3. On Wednesday, February 28 Fleming William Kevin sold $295,450 worth of Humana Inc. (NYSE:HUM) or 1,073 shares. BILNEY JODY L also sold $1.75 million worth of Humana Inc. (NYSE:HUM) shares. $4.45 million worth of Humana Inc. (NYSE:HUM) shares were sold by Huval Timothy S.. LeClaire Brian P. also sold $3.49 million worth of Humana Inc. (NYSE:HUM) shares. Another trade for 16,389 shares valued at $4.48M was made by Christopher M Todoroff on Saturday, February 24.

More notable recent Humana Inc. (NYSE:HUM) news were published by: Bizjournals.com which released: “Broussard on why Humana invested in primary care startup” on May 23, 2018, also Seekingalpha.com with their article: “Humana (HUM) Q1 2018 Results – Earnings Call Transcript” published on May 02, 2018, Bizjournals.com published: “Humana adding jobs in Tampa” on May 22, 2018. More interesting news about Humana Inc. (NYSE:HUM) were released by: Seekingalpha.com and their article: “Humana Inc. 2018 Q1 – Results – Earnings Call Slides” published on May 16, 2018 as well as Bizjournals.com‘s news article titled: “Check out which Louisville executives were recognized for their diversity efforts” with publication date: May 23, 2018.

Partner Fund Management Lp, which manages about $4.22 billion US Long portfolio, decreased its stake in Humana Inc (Call) (NYSE:HUM) by 118,990 shares to 82,200 shares, valued at $20.39 million in 2017Q4, according to the filing. It also reduced its holding in Facebook Inc (NASDAQ:FB) by 221,030 shares in the quarter, leaving it with 3,670 shares, and cut its stake in Baxter Intl Inc (NYSE:BAX).

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