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Apogee Enterprises
APOG

202 hedge funds and large institutions have $855M invested in Apogee Enterprises in 2023 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more call options, than puts

Call options by funds: $1.59M | Put options by funds: $380K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

32% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 60

2% more funds holding

Funds holding: 198 → 202 (+4)

4% more capital invested

Capital invested by funds: $821M → $855M (+$33.8M)

0.52% more ownership

Funds ownership: 89.48% → 90% (+0.52%)

Holders
202
Holders Change
+4
Holders Change %
+2.02%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
79
Reduced
60
Closed
14
Calls
$1.59M
Puts
$380K
Net Calls
+$1.21M
Net Calls Change
+$1.07M

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$11.2M
2
Millennium Management
Millennium Management
New York
+$5.81M
3
Citadel Advisors
Citadel Advisors
Florida
+$5.42M
4
BlackRock
BlackRock
New York
+$4.4M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.17M

Top Sellers

1
Franklin Resources
Franklin Resources
California
-$22.9M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$4.98M
3
Victory Capital Management
Victory Capital Management
Texas
-$4.7M
4
RA
Royce & Associates
New York
-$3.95M
5
Norges Bank
Norges Bank
Norway
-$3.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$5.47M -$1.47M -32,641 -21%
JP Morgan Chase
27
JP Morgan Chase
New York
$5.39M +$1.18M +26,160 +27%
Goldman Sachs
28
Goldman Sachs
New York
$4.59M +$713K +15,865 +18%
CSS
29
Cubist Systematic Strategies
Connecticut
$4.33M +$59.5K +1,324 +1%
MWM
30
Moran Wealth Management
Florida
$4.15M +$359K +7,981 +9%
HIM
31
Hillsdale Investment Management
Ontario, Canada
$3.93M +$35.9K +800 +0.9%
Two Sigma Investments
32
Two Sigma Investments
New York
$3.83M +$3.17M +70,623 +392%
Assenagon Asset Management
33
Assenagon Asset Management
Luxembourg
$3.79M -$1.47M -32,684 -27%
N
34
Nuveen
North Carolina
$3.69M +$926K +20,623 +32%
CIS
35
Connors Investor Services
Pennsylvania
$3.52M +$21.6K +481 +0.6%
Allianz Asset Management
36
Allianz Asset Management
Germany
$3.39M +$426K +9,492 +14%
Two Sigma Advisers
37
Two Sigma Advisers
New York
$3.15M +$2.51M +55,900 +329%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$2.97M +$161K +3,582 +6%
Federated Hermes
39
Federated Hermes
Pennsylvania
$2.9M +$149K +3,308 +5%
Legal & General Group
40
Legal & General Group
United Kingdom
$2.85M -$84.3K -1,876 -3%
AQR Capital Management
41
AQR Capital Management
Connecticut
$2.19M +$877K +19,516 +63%
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$2.12M -$71.2K -1,584 -3%
Swiss National Bank
43
Swiss National Bank
Switzerland
$2.08M -$247K -5,500 -10%
HF
44
HRT Financial
New York
$1.94M +$1.03M +22,884 +104%
GWI
45
Grace & White Inc
New York
$1.82M – – –
Tudor Investment Corp
46
Tudor Investment Corp
Connecticut
$1.78M +$1.37M +30,427 +280%
Public Sector Pension Investment Board (PSP Investments)
47
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.69M -$69.4K -1,545 -4%
NSIM
48
North Star Investment Management
Illinois
$1.67M – – –
Barclays
49
Barclays
United Kingdom
$1.6M +$401K +8,931 +32%
Bank of America
50
Bank of America
North Carolina
$1.58M +$505K +11,246 +45%
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APOG Hedge Fund Activity: Q1 2023 in Review

202 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2023, worth a combined $855M — up 4.1% from $821M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new APOG positions and 14 closed out — a net gain of 5 holders — while 79 added to existing stakes and 60 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $11.2M. The largest seller was Franklin Resources, cutting an estimated $22.9M.

  • 202 institutional investors held Apogee Enterprises (APOG) as of Q1 2023, up from 198 in Q4 2022.
  • Funds reported $855M of Apogee Enterprises stock for Q1 2023, up 4.1% quarter-over-quarter.
  • 19 funds opened new Apogee Enterprises positions in Q1 2023 and 14 closed out, a net change of +5 holders.
  • The largest Apogee Enterprises buyer in Q1 2023 was Envestnet Asset Management, an estimated $11.2M added.
  • The largest Apogee Enterprises seller in Q1 2023 was Franklin Resources, an estimated $22.9M sold.

Based on aggregated 13F filings for Q1 2023.