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Apogee Enterprises
APOG

Overview Fund Activity

171 hedge funds and large institutions have $768M invested in Apogee Enterprises in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-11
Holders Change %
-6.04%
% of All Funds
3.38%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
20
Increased
60
Reduced
56
Closed
25
Calls
$1.72M
Puts
$1.75M
Net Calls
-$31K
Net Calls Change
+$3M

Top Buyers

1
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$19.9M
2
DIA
2
Dean Investment Associates
Ohio
$5.79M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$11.1M
4
KCM
4
Kennedy Capital Management
Missouri
$13.5M
5
AL
5
AJO LP
Pennsylvania
$3.49M

Top Sellers

1
RA
1
Royce & Associates
New York
$4.79M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.02M
3
EC
3
Engaged Capital
California
$50.4M
4
CVA
4
Ceredex Value Advisors
Florida
$17.1M
5
Millennium Management
5
Millennium Management
New York
$7.86M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
26
Fidelity Investments
Massachusetts
$5.86M +$2.51M +77,311 +75%
Legal & General Group
27
Legal & General Group
United Kingdom
$5.83M +$373K +11,463 +7%
DIA
28
Dean Investment Associates
Ohio
$5.79M +$5.79M +178,080 New
RA
29
Royce & Associates
New York
$4.79M -$11.5M -353,640 -71%
RIA
30
Realta Investment Advisors
Delaware
$4.79M – – –
Morgan Stanley
31
Morgan Stanley
New York
$4.51M +$1.55M +47,709 +52%
Wells Fargo
32
Wells Fargo
California
$4.49M -$928K -28,566 -17%
TCM
33
Tieton Capital Management
Washington
$4.48M +$1.3M +39,939 +41%
Hotchkis & Wiley Capital Management
34
Hotchkis & Wiley Capital Management
California
$4.3M +$771K +23,720 +22%
Jacobs Levy Equity Management
35
Jacobs Levy Equity Management
New Jersey
$3.81M +$783K +24,097 +26%
AIMCA
36
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$3.73M +$390K +12,000 +12%
BCM
37
Bridgeway Capital Management
Texas
$3.64M -$133K -4,100 -4%
QI
38
QS Investors
New York
$3.56M -$44.1K -1,350 -1%
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$3.51M +$75.8K +2,332 +2%
AL
40
AJO LP
Pennsylvania
$3.49M +$3.49M +107,503 New
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.4M +$1.01M +31,059 +42%
Invesco
42
Invesco
Georgia
$3.36M -$270K -8,303 -7%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$3.28M +$238K +7,341 +8%
UBS Group
44
UBS Group
Switzerland
$3.02M +$843K +25,921 +39%
Prudential Financial
45
Prudential Financial
New Jersey
$2.99M +$1.05M +32,392 +54%
SG Americas Securities
46
SG Americas Securities
New York
$2.83M +$2.35M +72,388 +489%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$2.82M +$129K +3,983 +5%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.8M -$667K -20,528 -19%
Victory Capital Management
49
Victory Capital Management
Texas
$2.56M +$48.6K +1,494 +2%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$2.14M – – –
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