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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
SAG
1026
Sterne Agee Group
Alabama
– -$495K -5,818 Closed
FAM
1027
Forty4 Asset Management
Illinois
– -$486K -5,700 Closed
AWS
1028
Aris Wealth Services
Pennsylvania
– -$426K -5,006 Closed
SCM
1029
Sigma Capital Management
Connecticut
– -$426K -5,000 Closed
PFS
1030
Prospera Financial Services
Texas
– -$431K -4,985 Closed
CPO
1031
Cerity Partners OCIO
New York
– -$397K -4,659 Closed
NI
1032
Numeric Investors
Massachusetts
– -$315K -3,700 Closed
CIP
1033
Cornerstone Investment Partners
Georgia
– -$270K -3,175 Closed
VF
1034
Virtu Financial
New York
– -$264K -3,103 Closed
SOAMC
1035
Spirit of America Management Corp
New York
– -$255K -3,000 Closed
FBNAT
1036
FirstMerit Bank N.A. Trustee
Ohio
– -$242K -2,845 Closed
CCIA
1037
Campbell & Co Investment Adviser
Maryland
– -$230K -2,700 Closed
CIA
1038
CCM Investment Advisers
South Carolina
– -$227K -2,673 Closed
EHWM
1039
Eads & Heald Wealth Management
Georgia
– -$226K -2,655 Closed
RG
1040
Rathbones Group
United Kingdom
– -$217K -2,550 Closed
MIU
1041
Man Investments (UK)
United Kingdom
– -$214K -2,512 Closed
FTIOP
1042
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$209K -2,455 Closed
MLL
1043
Moody Lynn & Lieberson
Massachusetts
– -$205K -2,410 Closed
CC
1044
Cipher Capital
New York
– -$201K -2,363 Closed
JEW
1045
Jamison Eaton & Wood
New Jersey
– -$125K -1,468 Closed
TC
1046
TradeLink Capital
Illinois
– -$102K -1,200 Closed
MUMSS
1047
Mitsubishi UFJ Morgan Stanley Securities
Japan
– -$30K -350 Closed
Group One Trading
1048
Group One Trading
Illinois
– -$26K -300 Closed
S
1049
SignatureFD
Georgia
– -$11.6K -130 -98%
FBC
1050
Fairfield, Bush & Co
Connecticut
– -$5K -60 Closed
38 39 40 41
42

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.