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APA Corp
APA

988 hedge funds and large institutions have $29.2B invested in APA Corp in 2013 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 302 increasing their positions, 428 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 62

5% more funds holding

Funds holding: 941 → 988 (+47)

3% more call options, than puts

Call options by funds: $457M | Put options by funds: $443M

1% less capital invested

Capital invested by funds: $29.6B → $29.2B (-$356M)

4.08% less ownership

Funds ownership: 89.26% → 85.18% (-4.1%)

22% less funds holding in top 10

Funds holding in top 10: 32 → 25 (-7)

29% less repeat investments, than reductions

Existing positions increased: 302 | Existing positions reduced: 428

Holders
988
Holders Change
+47
Holders Change %
+4.99%
% of All Funds
28.68%
Holding in Top 10
25
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-21.88%
% of All Funds
0.73%
New
120
Increased
302
Reduced
428
Closed
62
Calls
$457M
Puts
$443M
Net Calls
+$14M
Net Calls Change
-$111M

Top Buyers

1
Invesco
Invesco
Georgia
+$282M
2
Harris Associates
Harris Associates
Illinois
+$170M
3
OH
Orbis Holdings
Bermuda
+$131M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$105M
5
CLM
ClearBridge LLC (Maryland)
Maryland
+$73.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$240M
2
JP Morgan Chase
JP Morgan Chase
New York
-$196M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$175M
4
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
-$153M
5
Lazard Asset Management
Lazard Asset Management
New York
-$141M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
26
Bank of America
North Carolina
$237M +$3.97M +44,601 +2%
MNA
27
Manning & Napier Advisors
New York
$210M +$71.6M +804,129 +49%
Goldman Sachs
28
Goldman Sachs
New York
$209M +$39.2M +440,186 +22%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$208M -$64M -719,276 -23%
MAM
30
Marketfield Asset Management
New York
$208M +$973K +10,932 +0.5%
Eagle Capital Management (New York)
31
Eagle Capital Management (New York)
New York
$190M -$153M -1,720,374 -44%
SIM
32
Sprucegrove Investment Management
Ontario, Canada
$183M -$2.91M -32,700 -2%
American Century Companies
33
American Century Companies
Missouri
$178M +$11.9M +133,817 +7%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$173M -$21.7M -243,883 -11%
AAMU
35
Amundi Asset Management US
Massachusetts
$165M +$839K +9,422 +0.5%
Ameriprise
36
Ameriprise
Minnesota
$164M -$2.95M -33,096 -2%
LSV Asset Management
37
LSV Asset Management
Illinois
$164M -$980K -11,010 -0.6%
Sanders Capital
38
Sanders Capital
Florida
$163M +$5.73M +64,400 +4%
Deutsche Bank
39
Deutsche Bank
Germany
$158M -$39.2M -440,291 -19%
HCM
40
Herndon Capital Management
Georgia
$153M -$13.8M -155,158 -8%
Legal & General Group
41
Legal & General Group
United Kingdom
$153M +$2.54M +28,545 +2%
AGA
42
Altrinsic Global Advisors
Connecticut
$150M -$11.5M -128,868 -7%
CA
43
Cortland Advisers
Delaware
$144M – – –
Diamond Hill Capital Management
44
Diamond Hill Capital Management
Ohio
$143M -$3.53M -39,643 -2%
Axa
45
Axa
France
$137M -$35.2M -395,800 -20%
TCIM
46
TIAA CREF Investment Management
New York
$133M -$14.3M -161,155 -9%
IGIM
47
I.G. Investment Management
Manitoba, Canada
$132M +$15.6M +175,010 +13%
Morgan Stanley
48
Morgan Stanley
New York
$129M +$22.9M +257,059 +21%
CS
49
Credit Suisse
Switzerland
$128M -$6.96M -78,137 -5%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$123M +$10.9M +121,905 +9%
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APA Hedge Fund Activity: Q4 2013 in Review

988 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in APA Corp (APA) for Q4 2013, worth a combined $29.2B — down 1.2% from $29.6B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new APA positions and 62 closed out — a net gain of 58 holders — while 302 added to existing stakes and 428 trimmed.

The largest buyer was Invesco, adding an estimated $282M. The largest seller was Capital Research Global Investors, cutting an estimated $240M.

  • 988 institutional investors held APA Corp (APA) as of Q4 2013, up from 941 in Q3 2013.
  • Funds reported $29.2B of APA Corp stock for Q4 2013, down 1.2% quarter-over-quarter.
  • 120 funds opened new APA Corp positions in Q4 2013 and 62 closed out, a net change of +58 holders.
  • The largest APA Corp buyer in Q4 2013 was Invesco, an estimated $282M added.
  • The largest APA Corp seller in Q4 2013 was Capital Research Global Investors, an estimated $240M sold.

Based on aggregated 13F filings for Q4 2013.