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Apogee Enterprises

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224241 (+17)

1.14% more ownership

Funds ownership: 92.33%93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
AS
226
Altshuler Shaham
Israel
$4.13K +$193 +3 +5%
FHA
227
First Horizon Advisors
Tennessee
$3.57K
Fifth Third Bancorp
228
Fifth Third Bancorp
Ohio
$3.36K +$772 +12 +33%
PGAM
229
Princeton Global Asset Management
New Jersey
$3.15K
HFS
230
Hantz Financial Services
Michigan
$2K -$193 -3 -11%
CFB
231
Cullen/Frost Bankers
Texas
$1.75K +$1.61K +25 New
RIL
232
Rothschild Investment LLC
Illinois
$1.4K +$965 +15 +300%
FMII
233
Farmers & Merchants Investments Inc
Nebraska
$1.26K
PS
234
Principal Securities
Iowa
$980
S
235
SignatureFD
Georgia
$840
IAIM
236
International Assets Investment Management
Florida
$790 +$3.56M +55,331 New
BCMLT
237
Beacon Capital Management LLC (Tennessee)
Tennessee
$703
PFBT
238
Parkside Financial Bank & Trust
Missouri
$281
MFG
239
Mendota Financial Group
Wisconsin
$211 +$193 +3 New
HNB
240
Huntington National Bank
Ohio
$210
PA
241
Parallel Advisors
California
$210
ECM
242
ExodusPoint Capital Management
New York
-$1.34M -21,397 Closed
Balyasny Asset Management
243
Balyasny Asset Management
Illinois
-$1.33M -21,173 Closed
N
244
Numerai
California
-$738K -11,751 Closed
HIS
245
Horizon Investment Services
Indiana
-$704K -11,200 Closed
JFG
246
Jefferies Financial Group
New York
-$676K -10,764 Closed
CIC
247
Cornercap Investment Counsel
Georgia
-$661K -10,518 Closed
Truist Financial
248
Truist Financial
North Carolina
-$412K -6,554 Closed
XT
249
XTX Topco
Cayman Islands
-$380K -6,042 Closed
ETC
250
Exchange Traded Concepts
Oklahoma
-$355K -5,646 Closed

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.