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Apogee Enterprises

204 hedge funds and large institutions have $1.41B invested in Apogee Enterprises in 2016 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 84 increasing their positions, 73 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

15% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 73

15% more capital invested

Capital invested by funds: $1.23B → $1.41B (+$180M)

1% more funds holding

Funds holding: 201204 (+3)

19% less call options, than puts

Call options by funds: $1.51M | Put options by funds: $1.88M

Holders
204
Holders Change
+3
Holders Change %
+1.49%
% of All Funds
5.44%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
27
Increased
84
Reduced
73
Closed
21
Calls
$1.51M
Puts
$1.88M
Net Calls
-$366K
Net Calls Change
-$83K
Name Holding Trade Value Shares
Change
Change in
Stake
CIP
26
Chartwell Investment Partners
Pennsylvania
$16.4M +$4.78M +109,900 +45%
Ameriprise
27
Ameriprise
Minnesota
$16M +$4.24M +97,551 +39%
NPIC
28
Neumeier Poma Investment Counsel
California
$15.9M -$1.54M -35,375 -9%
Victory Capital Management
29
Victory Capital Management
Texas
$15.1M +$6.03M +138,680 +74%
GIP
30
Granite Investment Partners
California
$14.2M +$2.93M +67,412 +28%
GIM
31
Granahan Investment Management
Massachusetts
$13.1M -$8.07M -185,685 -40%
EA
32
Emerald Acquisition
Washington
$12.1M +$11.4M +261,228 New
Federated Hermes
33
Federated Hermes
Pennsylvania
$11.6M +$10.9M +250,370 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$10.9M +$3.49M +80,280 +52%
Morgan Stanley
35
Morgan Stanley
New York
$10.7M -$673K -15,485 -6%
Macquarie Group
36
Macquarie Group
Australia
$9.93M +$6.92M +159,236 +290%
PPA
37
Parametric Portfolio Associates
Washington
$9.44M -$603K -13,866 -6%
Principal Financial Group
38
Principal Financial Group
Iowa
$9.41M -$61.8K -1,422 -0.7%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$9.38M +$217K +5,001 +3%
KCM
40
Kennedy Capital Management
Missouri
$8.87M +$4.09M +94,226 +97%
HAM
41
Hillcrest Asset Management
Texas
$8.8M +$8.25M +189,903 New
EAM
42
Edge Asset Management
Washington
$8.67M
MPI
43
Mairs & Power Inc
Minnesota
$8.67M +$1.59M +36,700 +24%
Bank of America
44
Bank of America
North Carolina
$8.31M -$556K -12,791 -7%
RIM
45
Rainier Investment Management
Washington
$8.11M -$3.23M -74,390 -30%
PAM
46
Panagora Asset Management
Massachusetts
$7.91M -$1.42M -32,747 -16%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$7.84M +$438K +10,079 +6%
Two Sigma Investments
48
Two Sigma Investments
New York
$7.72M +$59K +1,358 +0.8%
Renaissance Technologies
49
Renaissance Technologies
New York
$7.67M -$126K -2,900 -2%
PP
50
Prudential plc
United Kingdom
$7.49M +$1.18M +27,200 +20%

APOG Hedge Fund Activity: Q2 2016 in Review

204 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2016, worth a combined $1.41B — up 15% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new APOG positions and 21 closed out — a net gain of 6 holders — while 84 added to existing stakes and 73 trimmed.

The largest buyer was Glenmede Trust, adding an estimated $27.7M. The largest seller was OppenheimerFunds, cutting an estimated $18M.

  • 204 institutional investors held Apogee Enterprises (APOG) as of Q2 2016, up from 201 in Q1 2016.
  • Funds reported $1.41B of Apogee Enterprises stock for Q2 2016, up 15% quarter-over-quarter.
  • 27 funds opened new Apogee Enterprises positions in Q2 2016 and 21 closed out, a net change of +6 holders.
  • The largest Apogee Enterprises buyer in Q2 2016 was Glenmede Trust, an estimated $27.7M added.
  • The largest Apogee Enterprises seller in Q2 2016 was OppenheimerFunds, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2016.