Apogee Enterprises
APOG
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.
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: 241 → 262 (+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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$6.86M |
| 2 |
Renaissance Technologies
New York
|
+$6.39M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$6.2M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$6.09M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$5.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$11.4M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$6.92M |
| 3 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$5.69M |
| 4 |
Goldman Sachs
New York
|
-$4.52M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$4.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
276
Boothbay Fund Management
New York
| – | -$316K | -4,510 | Closed |
|
277
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$222K | -3,174 | Closed |
|
|
DWM
278
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$202K | -2,886 | Closed |
|
279
SG Americas Securities
New York
| – | -$182K | -2,603 | Closed |
|
|
MRC
280
Millburn Ridgefield Corp
New York
| – | -$131K | -1,871 | Closed |
|
|
PD
281
Point72 (DIFC)
Dubai,
United Arab Emirates
| – | -$57.3K | -819 | Closed |
|
|
CFM
282
Catalyst Funds Management
Sydney NSW,
Australia
| – | -$49K | -700 | Closed |
|
|
GCM
283
Gladius Capital Management
Chicago,
Illinois
| – | -$32.7K | -467 | Closed |
|
|
CPA
284
Capital Performance Advisors
Walnut Creek,
California
| – | -$9.94K | -142 | Closed |
|
|
MFG
285
Mendota Financial Group
Madison,
Wisconsin
| – | -$211 | -3 | 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.