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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
RFC
76
Russell Frank Company
Washington
$76.1M -$20.6M -231,433 -20%
BlackRock
77
BlackRock
New York
$75.9M +$3.18M +35,740 +4%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$74.4M -$1.22M -13,663 -2%
Charles Schwab
79
Charles Schwab
California
$73M +$1.82M +20,486 +2%
CM
80
CS McKee
Pennsylvania
$72.2M -$16M -180,212 -18%
CLM
81
ClearBridge LLC (Maryland)
Maryland
$71.1M +$73.7M +827,440 New
APG Asset Management
82
APG Asset Management
Netherlands
$70.4M -$781K -8,770 -1%
AllianceBernstein
83
AllianceBernstein
Tennessee
$69.3M -$1.99M -22,318 -3%
U
84
UBS
Switzerland
$69M +$10.9M +122,808 +18%
RFS
85
Rockefeller Financial Services
New York
$68.4M -$908K -10,197 -1%
SCM
86
Sterling Capital Management
North Carolina
$67.9M -$2.04M -22,897 -3%
US Bancorp
87
US Bancorp
Minnesota
$65.7M -$3.46M -38,864 -5%
MAA
88
Managed Account Advisors
New Jersey
$65.5M -$6.83M -76,701 -9%
Barclays
89
Barclays
United Kingdom
$65.3M +$3.78M +42,451 +6%
N
90
Natixis
France
$63.6M +$65.9M +739,723 New
Royal Bank of Canada
91
Royal Bank of Canada
Ontario, Canada
$62.5M -$29.5M -331,303 -31%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$61M +$427K +4,800 +0.7%
PHAM
93
Pacific Heights Asset Management
California
$60.2M -$8.9M -100,000 -13%
SJIC
94
St. James Investment Company
Texas
$59.1M -$465K -5,229 -0.8%
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$58.4M -$2.16M -24,263 -3%
Los Angeles Capital Management
96
Los Angeles Capital Management
California
$58.4M +$24M +269,607 +66%
UIM
97
USS Investment Management
United Kingdom
$58.2M – – –
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$56.7M -$29.2M -327,873 -33%
SCP
99
Seizert Capital Partners
Michigan
$55.1M -$370K -4,159 -0.6%
Bessemer Group
100
Bessemer Group
New Jersey
$54.8M +$14M +157,337 +33%
2 3
4
5 6

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.