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Apogee Enterprises
APOG

Overview Fund Activity

260 hedge funds and large institutions have $1.47B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 92 increasing their positions, 67 reducing their positions, and 22 closing their positions.

Holders
260
Holders Change
+21
Holders Change %
+8.79%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
92
Reduced
67
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$13.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$8.78M
3
American Century Companies
3
American Century Companies
Missouri
$49.4M
4
BCM
4
Bridgeway Capital Management
Texas
$5.53M
5
Victory Capital Management
5
Victory Capital Management
Texas
$82.5M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
Jacobs Levy Equity Management
2
Jacobs Levy Equity Management
New Jersey
$0
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$50.6M
4
Goldman Sachs
4
Goldman Sachs
New York
$18M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$80.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
251
Lindbrook Capital
California
$1.29K +$1.29K +18 New
VHAM
252
Van Hulzen Asset Management
California
$1.21K +$1.21K +17 New
AF
253
Allworth Financial
California
$1.19K +$1.19K +21 New
PS
254
Principal Securities
Iowa
$1K – – –
MCM
255
MAI Capital Management
Ohio
$1K +$1K +14 New
CSWM
256
Cassady Schiller Wealth Management
Ohio
$928 +$928 +13 New
PA
257
Parallel Advisors
California
$857 +$643 +9 +300%
BCMLT
258
Beacon Capital Management LLC (Tennessee)
Tennessee
$714 – – –
PFBT
259
Parkside Financial Bank & Trust
Missouri
$286 – – –
WWP
260
WR Wealth Planners
Missouri
$214 +$214 +3 New
IA
261
IFP Advisors
Florida
$71 – – –
Assenagon Asset Management
262
Assenagon Asset Management
Luxembourg
– -$11.4M -162,379 Closed
Jacobs Levy Equity Management
263
Jacobs Levy Equity Management
New Jersey
– -$6.92M -98,810 Closed
IAIM
264
International Assets Investment Management
Florida
– -$790 -55,331 Closed
D.E. Shaw & Co
265
D.E. Shaw & Co
New York
– -$3.6M -51,357 Closed
KWM
266
Kingsview Wealth Management
Oregon
– -$2.13M -30,477 Closed
TD Asset Management
267
TD Asset Management
Ontario, Canada
– -$1.85M -26,500 Closed
HF
268
HRT Financial
New York
– -$1.43M -20,406 Closed
WG
269
Winton Group
United Kingdom
– -$1.1M -15,711 Closed
GC
270
Guggenheim Capital
Illinois
– -$714K -10,196 Closed
MHI
271
Miller Howard Investments
New York
– -$422K -6,031 Closed
ACM
272
Aquatic Capital Management
Illinois
– -$378K -5,400 Closed
SPA
273
Sherbrooke Park Advisers
New York
– -$354K -5,059 Closed
BFM
274
Boothbay Fund Management
New York
– -$316K -4,510 Closed
Mackenzie Financial
275
Mackenzie Financial
Ontario, Canada
– -$222K -3,174 Closed
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