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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
MA
926
MCF Advisors
Kentucky
$50K -$4.45K -50 -9%
BOK
927
Bank of Kentucky
Kentucky
$48K -$6.68K -75 -12%
TFO
928
Tarbox Family Office
California
$47K +$48.9K +549 New
Carson Wealth (CWM LLC)
929
Carson Wealth (CWM LLC)
Nebraska
$46K -$19.6K -220 -29%
AC
930
Alexandria Capital
Virginia
$46K +$979 +11 +2%
ECM
931
Estabrook Capital Management
New York
$45.2K – – –
GGPS
932
Gary Goldberg Planning Services
New York
$43K – – –
BCM
933
Blume Capital Management
California
$43K +$44.5K +500 New
BAM
934
Brave Asset Management
New Jersey
$43K +$44.5K +500 New
CFG
935
CKW Financial Group
Hawaii
$43K +$44.5K +500 New
TWM
936
Torch Wealth Management
Ohio
$43K +$44.5K +500 New
IA
937
IndexIQ Advisors
New York
$42K +$19.2K +216 +78%
CPA
938
Cowen Prime Advisors
New York
$39K – – –
ARMC
939
American Research & Management Company
Massachusetts
$35K – – –
BG
940
Bollard Group
Massachusetts
$34K – – –
TSW
941
Thompson Siegel & Walmsley
Virginia
$34K – – –
PIM
942
Parasol Investment Management
Illinois
$30K +$30.7K +345 New
WA
943
WealthTrust-Arizona
Arizona
$27K -$445 -5 -2%
PVH
944
Psagot Value Holdings
Israel
$26K – – –
EFSCE
945
Enterprise Financial Services Corp (EFSC)
Missouri
$25K +$534 +6 +2%
WCM
946
Westend Capital Management
California
$24K +$24.5K +275 New
VNB
947
Valley National Bancorp
New York
$22K +$22.3K +250 New
PFA
948
Paradigm Financial Advisors
Missouri
$22K +$22.9K +257 New
ASN
949
Advisory Services Network
Georgia
$20K +$20.3K +228 New
BBPWM
950
Blue Bell Private Wealth Management
Pennsylvania
$20K +$20.7K +233 New
36 37
38
39 40

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.