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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
RS
226
R Squared
Hong Kong
$10.7K +$11.8K +150 New
PC
227
Promethos Capital
Massachusetts
$10K +$11K +140 New
Bessemer Group
228
Bessemer Group
New Jersey
$9K +$4.95K +63 +91%
CFB
229
Cullen/Frost Bankers
Texas
$8.21K +$7.07K +90 +360%
GG
230
Gleason Group
Kentucky
$7.64K
AF
231
Advisornet Financial
Minnesota
$7.57K
BBPWM
232
Blue Bell Private Wealth Management
Pennsylvania
$7.14K
FP
233
Financial Perspectives
Minnesota
$7.14K
LFA
234
LGT Financial Advisors
Texas
$6.57K
AWM
235
Avior Wealth Management
Nebraska
$6.43K +$7.07K +90 New
UB
236
UMB Bank
Missouri
$5.07K
HCA
237
Harbor Capital Advisors
Illinois
$5K -$79 -1 -2%
CIBC Private Wealth Group
238
CIBC Private Wealth Group
Georgia
$4.88K
CTC
239
Cetera Trust Company
Minnesota
$4.57K
FHA
240
First Horizon Advisors
Tennessee
$3.64K
AS
241
Altshuler Shaham
Israel
$3.57K -$707 -9 -15%
Jones Financial Companies
242
Jones Financial Companies
Missouri
$3.57K +$3.93K +50 New
Fifth Third Bancorp
243
Fifth Third Bancorp
Ohio
$3.43K
PGAM
244
Princeton Global Asset Management
New Jersey
$3.21K
QL
245
Quarry LP
New York
$3.21K +$3.53K +45 New
CA
246
Continuum Advisory
Idaho
$2.93K +$3.22K +41 New
HNB
247
Huntington National Bank
Ohio
$2.07K +$2.04K +26 +867%
HFS
248
Hantz Financial Services
Michigan
$2K
S
249
SignatureFD
Georgia
$2K +$1.26K +16 +133%
RIL
250
Rothschild Investment LLC
Illinois
$1.78K +$393 +5 +25%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.