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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
CFO
251
CVA Family Office
Colorado
$1.36K +$1.49K +19 New
FMII
252
Farmers & Merchants Investments Inc
Nebraska
$1.28K
LC
253
Lindbrook Capital
California
$1.28K +$1.41K +18 New
VHAM
254
Van Hulzen Asset Management
California
$1.21K +$1.33K +17 New
AF
255
Allworth Financial
California
$1.19K +$1.65K +21 New
PS
256
Principal Securities
Iowa
$1K
MCM
257
MAI Capital Management
Ohio
$1K +$1.1K +14 New
CSWM
258
Cassady Schiller Wealth Management
Ohio
$928 +$1.02K +13 New
PA
259
Parallel Advisors
California
$857 +$707 +9 +300%
BCMLT
260
Beacon Capital Management LLC (Tennessee)
Tennessee
$714
PFBT
261
Parkside Financial Bank & Trust
Missouri
$286
WWP
262
WR Wealth Planners
Missouri
$214 +$236 +3 New
IA
263
IFP Advisors
Florida
$71
Assenagon Asset Management
264
Assenagon Asset Management
Luxembourg
-$11.4M -162,379 Closed
Jacobs Levy Equity Management
265
Jacobs Levy Equity Management
New Jersey
-$6.92M -98,810 Closed
IAIM
266
International Assets Investment Management
Florida
-$790 -55,331 Closed
D.E. Shaw & Co
267
D.E. Shaw & Co
New York
-$3.6M -51,357 Closed
KWM
268
Kingsview Wealth Management
Oregon
-$2.13M -30,477 Closed
TD Asset Management
269
TD Asset Management
Ontario, Canada
-$1.85M -26,500 Closed
HF
270
HRT Financial
New York
-$1.43M -20,406 Closed
WG
271
Winton Group
United Kingdom
-$1.1M -15,711 Closed
GC
272
Guggenheim Capital
Illinois
-$714K -10,196 Closed
MHI
273
Miller Howard Investments
New York
-$422K -6,031 Closed
ACM
274
Aquatic Capital Management
Illinois
-$378K -5,400 Closed
SPA
275
Sherbrooke Park Advisers
New York
-$354K -5,059 Closed

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.