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Apogee Enterprises
APOG

228 hedge funds and large institutions have $1.22B invested in Apogee Enterprises in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $662K | Put options by funds: $88K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

8% more funds holding

Funds holding: 211 → 228 (+17)

7% more capital invested

Capital invested by funds: $1.13B → $1.22B (+$81.3M)

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

3.25% less ownership

Funds ownership: 96.23% → 92.98% (-3.2%)

Holders
228
Holders Change
+17
Holders Change %
+8.06%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
73
Reduced
80
Closed
13
Calls
$662K
Puts
$88K
Net Calls
+$574K
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.2M
2
Invesco
Invesco
Georgia
+$6.95M
3
American Century Companies
American Century Companies
Missouri
+$5.88M
4
N
Nuveen
North Carolina
+$3.47M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$40.9M
2
BlackRock
BlackRock
New York
-$8.6M
3
TAM
Tocqueville Asset Management
New York
-$8.54M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.64M
5
Millennium Management
Millennium Management
New York
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$296 +$276 +5 New
PFBT
227
Parkside Financial Bank & Trust
Missouri
$237 – – –
PCM
228
Palouse Capital Management
Washington
$30 +$55 +1 New
TAM
229
Tocqueville Asset Management
New York
– -$8.54M -159,971 Closed
OQS
230
Occudo Quantitative Strategies
Florida
– -$963K -18,035 Closed
Walleye Capital
231
Walleye Capital
New York
– -$682K -12,777 Closed
Susquehanna International Group
232
Susquehanna International Group
Pennsylvania
– -$546K -9,890 Closed
Walleye Trading
233
Walleye Trading
New York
– -$486K -9,092 Closed
Squarepoint
234
Squarepoint
New York
– -$401K -7,506 Closed
VI
235
Versor Investments
New York
– -$375K -7,028 Closed
Skandinaviska Enskilda Banken (SEB)
236
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$262K -4,900 Closed
AI
237
AXS Investments
New York
– -$176K -3,300 Closed
WTG
238
West Tower Group
Virginia
– -$30.8K -577 Closed
Robeco Institutional Asset Management
239
Robeco Institutional Asset Management
Netherlands
– -$13.7K -257 Closed
LF
240
Lee Financial
Texas
– -$5.02K -94 Closed
GWS
241
Glassman Wealth Services
Virginia
– -$320 -6 Closed
6 7 8 9
10

APOG Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2024, worth a combined $1.22B — up 7.2% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APOG positions and 13 closed out — a net gain of 18 holders — while 73 added to existing stakes and 80 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $40.9M.

  • 228 institutional investors held Apogee Enterprises (APOG) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $1.22B of Apogee Enterprises stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 31 funds opened new Apogee Enterprises positions in Q1 2024 and 13 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q1 2024 was Pacer Advisors, an estimated $14.2M added.
  • The largest Apogee Enterprises seller in Q1 2024 was Morgan Stanley, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2024.