Exploring APA Corporation (APA) Investor Profile: Who’s Buying and Why?

Have you ever wondered who exactly is investing in APA Corporation (APA), and more importantly, why? As of December 31, 2024, a staggering 86% of the company is controlled by institutional shareholders, making their trading decisions highly influential. With a total of 1249 institutional owners holding 403,988,153 shares, understanding their moves is crucial.

APA Corporation (APA) Who Invests in APA Corporation (APA) and Why?

Understanding the investor profile of APA Corporation (APA) involves examining the diverse range of entities and individuals that hold its stock, and their motivations for doing so. These investors typically include retail investors, institutional investors, and hedge funds, each bringing different investment strategies and expectations.

Key Investor Types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to APA for its dividend payouts or perceived growth potential.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and investment banks. Institutional investors often hold large blocks of shares and can significantly influence the stock price.
• Hedge Funds: These are investment partnerships that use pooled funds and employ various strategies to earn active returns for their investors. Hedge funds may invest in APA for short-term gains, using strategies such as arbitrage or event-driven investing.

Investment Motivations:

• Growth Prospects: Investors are often drawn to APA Corporation (APA) due to its potential for growth in the energy sector. Positive indicators such as successful exploration projects, increased production, and strategic acquisitions can signal strong future performance, attracting investors seeking capital appreciation.
• Dividends: APA's dividend policy can be a significant draw for investors seeking regular income. A stable or increasing dividend payout demonstrates financial health and commitment to returning value to shareholders.
• Market Position: APA's standing in the oil and gas industry influences investor confidence. A strong market position, technological advancements, and efficient operations can make APA an attractive investment.

Investment Strategies:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, maintaining their positions in APA for several years. This approach is based on a belief in the company's long-term value and stability.
• Short-Term Trading: Hedge funds and some retail investors may engage in short-term trading, aiming to profit from short-term price fluctuations. This strategy involves buying and selling shares within a short period, often based on technical analysis or market sentiment.
• Value Investing: Value investors seek out companies that they believe are undervalued by the market. They may invest in APA if they believe the company's stock price is below its intrinsic value, based on factors such as assets, earnings, and future prospects.

Understanding these different investor types, motivations, and strategies provides a comprehensive view of who is investing in APA Corporation (APA) and the reasons behind their investment decisions. This insight is crucial for current and prospective investors, as well as for the company itself, in shaping its investor relations and strategic planning. For more information, you might find it helpful to review: Mission Statement, Vision, & Core Values of APA Corporation (APA).

APA Corporation (APA) Institutional Ownership and Major Shareholders of APA Corporation (APA)

Institutional investors significantly influence APA Corporation (APA). As of December 31, 2024, institutional ownership in APA Corp stands at 90.98%. This indicates that a large portion of the company's shares are held by institutions such as mutual funds, pension funds, and hedge funds.

Here’s a list of the top institutional investors in APA Corporation (APA) and their holdings as of December 31, 2024:

• Vanguard Group Inc: 48,620,489 shares
• Hotchkis & Wiley Capital Management LLC: 35,409,788 shares
• Blackrock, Inc.: 32,092,617 shares
• Harris Associates L P: 25,219,997 shares
• State Street Corp: 24,201,339 shares
• Invesco Ltd.: 13,230,751 shares
• Charles Schwab Investment Management Inc.: 12,886,087 shares
• Smead Capital Management, Inc.: 12,681,405 shares
• Geode Capital Management, Llc: 9,507,956 shares
• Dimensional Fund Advisors Lp: 6,186,244 shares

These major shareholders can significantly influence company decisions due to their substantial holdings. The total value of institutional holdings in APA Corp amounts to $5,336 million, with 364 million total shares outstanding.

Changes in institutional ownership can provide insights into the sentiment of large investors regarding APA Corporation. Recent activity includes:

• Increased Positions: 347 institutions increased their holdings by 37,818,679 shares.
• Decreased Positions: 301 institutions decreased their holdings by 16,780,693 shares.
• Held Positions: 94 institutions held steady with 276,618,183 shares.

Some notable changes in holdings during Q4 2024 include:

• Hotchkis & Wiley Capital Management LLC increased their position by 4,937,954 shares, a 16.2% increase, valued at approximately $114,017,357.
• Balyasny Asset Management L.P. reduced their holdings by 3,287,372 shares, a 92.9% decrease, valued at around $75,905,419.
• Smead Capital Management, Inc. increased their stake by 3,013,953 shares, a 31.2% increase.

Institutional investors' decisions can have a notable impact on APA Corporation's stock price. The significant ownership by these institutions means that their trading activity can lead to increased volatility. For example, if several institutions simultaneously decide to reduce their positions, the stock price could decline rapidly. Conversely, positive sentiment and increased buying from these major players can drive the stock price higher.

As of April 17, 2025, APA Corporation's share price was $16.11. Previously, on April 18, 2024, the share price was $32.43, reflecting a 50.32% decrease over that period. Recent market activity shows the stock price at $15.37, marking a 3.22% increase in a single trading session.

Institutional ownership in APA suggests credibility among professional investors. However, it's important to remember that institutions can also make poor investment decisions, and significant changes in their positions can impact the stock price.

Navigate APA's financial landscape with deeper insights. Discover more in our detailed analysis: Breaking Down APA Corporation (APA) Financial Health: Key Insights for Investors

APA Corporation (APA) Key Investors and Their Impact on APA Corporation (APA)

Understanding the investor profile of APA Corporation (APA) provides valuable insights into the company's stability, potential strategic shifts, and overall market sentiment. Institutional investors, individual shareholders, and activist entities can all exert influence on APA Corporation (APA)'s direction.

As of April 2025, 1249 institutional owners and shareholders have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 403,988,153 shares in APA Corporation (APA). Institutional ownership accounts for approximately 86% of APA Corporation (APA)'s shares, indicating that the company's stock price may be vulnerable to the trading decisions of these institutions.

Here are some of the largest shareholders:

• Vanguard Group Inc: Holds 13.14% of shares outstanding. As of December 31, 2024, Vanguard held 48,620,489 shares.
• Hotchkis & Wiley Capital Management LLC: Holds 9.85% of shares outstanding. As of December 31, 2024, Hotchkis & Wiley Capital Management Llc held 35,409,788 shares.
• BlackRock, Inc.: Holds 7.174% of shares outstanding. As of December 31, 2024, BlackRock, Inc. held 32,092,617 shares.
• Harris Associates L P: Holds 6.817% of shares outstanding. As of December 31, 2024, Harris Associates L P held 25,219,997 shares.
• State Street Corp: Holds 6.65% of shares outstanding. As of December 31, 2024, State Street Corp held 24,201,339 shares.
• Invesco Ltd.: As of December 31, 2024, Invesco Ltd. held 13,230,751 shares.
• Charles Schwab Investment Management Inc.: As of December 31, 2024, Charles Schwab Investment Management Inc. held 12,886,087 shares.
• Smead Capital Management, Inc.: As of December 31, 2024, Smead Capital Management, Inc. held 12,681,405 shares.

These major shareholders can significantly influence company decisions through their voting power. Typically, a Schedule 13D filing indicates that the investor intends to actively pursue a change in business strategy, while a Schedule 13G indicates a passive investment of over 5%.

Institutional investors own over 50% of the company, so together they can probably strongly influence board decisions.

Recent moves by insiders, such as directors and officers, can provide insights into the company's prospects. Reviewing insider trading activity reveals the sentiment of those closest to the company. In the last 3 months, insiders have bought 80,196 shares and sold 303,118 shares. Over the last 12 months, they have bought 172,628 shares and sold 866,355 shares.

While not all activity by activist investors is recent, it's worth noting that in 2014, Jana Partners LLC took a $1 billion stake in APA Corporation (APA), pushing for the company to sell its international assets.

For further insights into APA Corporation (APA)'s values, explore: Mission Statement, Vision, & Core Values of APA Corporation (APA).

APA Corporation (APA) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating APA Corporation (APA). Recent market behavior and analyst perspectives provide valuable insights into the company's financial health and future prospects. Shifts in major shareholdings can significantly influence stock performance and overall market confidence.

Current investor sentiment toward APA Corporation (APA) appears mixed, influenced by factors such as oil price volatility, production levels, and strategic acquisitions. For example, in Q4 2023, APA reported a net loss of $149 million, or $0.46 per diluted share, which included certain items. Adjusted for these, APA’s fourth-quarter earnings were $221 million, or $0.68 per diluted share. This mixed financial performance contributes to varied investor reactions.

Recent market reactions to APA Corporation (APA) have been closely tied to its financial announcements and strategic decisions. Here are some examples:

• Stock Performance: APA's stock has experienced fluctuations, reflecting broader market trends and company-specific news.
• Earnings Reports: Market reactions to quarterly earnings reports have been significant, with stock prices responding to both positive and negative surprises.
• Strategic Moves: Announcements of acquisitions, divestitures, or major operational changes often lead to immediate market reactions, as investors assess the potential impact on the company's value.

Analyst perspectives on APA Corporation (APA) play a crucial role in shaping investor sentiment. Analysts offer insights based on in-depth research and financial modeling, providing guidance on the company's future performance. Their analysis typically covers:

• Financial Performance: Detailed reviews of revenue, earnings, and cash flow, offering forecasts and recommendations based on financial data.
• Strategic Direction: Assessments of the company's strategic initiatives, including exploration and production activities, cost management, and capital allocation.
• Risk Factors: Identification of potential risks, such as commodity price volatility, regulatory changes, and operational challenges.

For instance, analysts' ratings can range from 'Buy' to 'Sell,' reflecting different expectations for the stock's performance. Price targets set by analysts provide benchmarks for potential stock appreciation or depreciation. Analyst commentary often highlights key factors driving their recommendations, such as production growth, cost efficiencies, and strategic initiatives.

Institutional investors' activity can significantly impact APA Corporation (APA)’s stock price and stability. Major institutional shareholders include firms like Vanguard Group Inc. and BlackRock Fund Advisors. Monitoring their trading activity provides insights into long-term confidence and potential shifts in strategy.

Here is a table summarizing some of the major institutional investors in APA Corporation (APA):

Changes in ownership among these major holders can signal shifts in sentiment. An increase in holdings by institutional investors often indicates confidence in the company's future prospects, while a decrease may suggest concerns.

Understanding APA Corporation (APA)’s market impact and investor sentiment requires continuous monitoring of financial reports, market reactions, and analyst perspectives. These insights are essential for making informed decisions about the company's potential. You might also be interested in Mission Statement, Vision, & Core Values of APA Corporation (APA).