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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
California Public Employees Retirement System
51
California Public Employees Retirement System
California
$118M +$28.5M +319,646 +30%
Artisan Partners
52
Artisan Partners
Wisconsin
$115M +$3.28M +36,861 +3%
Prudential Financial
53
Prudential Financial
New Jersey
$115M +$10M +112,600 +9%
PTC
54
Provident Trust Company
Wisconsin
$112M +$800K +8,986 +0.7%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$111M +$4.72M +52,999 +4%
Lord, Abbett & Co
56
Lord, Abbett & Co
New Jersey
$109M -$6.76M -75,982 -6%
BGIM
57
Brandywine Global Investment Management
Pennsylvania
$108M -$3.84M -43,087 -3%
BIM
58
BlackRock Investment Management
Delaware
$107M +$7.21M +81,021 +7%
UBS AM
59
UBS AM
Illinois
$106M +$6.53M +73,339 +6%
EVM
60
Eaton Vance Management
Massachusetts
$104M -$11M -124,070 -9%
PRA
61
Parametric Risk Advisors
Connecticut
$102M +$6.43M +72,180 +6%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$102M -$4.84M -54,339 -4%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$97.1M -$1.49M -16,700 -1%
SP
64
Sarasin & Partners
United Kingdom
$96.8M -$3.43M -38,500 -3%
SI
65
Scharf Investments
California
$94.6M -$3.07M -34,463 -3%
TAM
66
Third Avenue Management
New York
$93.8M -$1.76M -19,781 -2%
WIM
67
Weitz Investment Management
Nebraska
$92.3M +$2.14M +24,060 +2%
Capital International Investors
68
Capital International Investors
California
$92M – – –
PP
69
Prudential plc
United Kingdom
$89.1M +$3.74M +42,037 +4%
AC
70
Alleghany Corporation
New York
$85.9M – – –
GC
71
GMT Capital
Georgia
$85.7M -$8.5M -95,500 -9%
Pzena Investment Management
72
Pzena Investment Management
New York
$81.3M +$2.32M +26,098 +3%
Baillie Gifford & Co
73
Baillie Gifford & Co
United Kingdom
$80.3M +$6.3M +70,780 +8%
BA
74
BlackRock Advisors
Delaware
$78.3M +$35.4M +397,934 +78%
TGA
75
Trilogy Global Advisors
Florida
$76.2M -$1.81M -20,368 -2%
1 2
3
4 5

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.