Apogee Enterprises
APOG
211 hedge funds and large institutions have $1.13B invested in Apogee Enterprises in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 15 closing their positions.
73% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 15
20% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 65
19% more capital invested
Capital invested by funds: $953M → $1.13B (+$181M)
5% more funds holding
Funds holding: 201 → 211 (+10)
4.53% more ownership
Funds ownership: 91.7% → 96.23% (+4.5%)
20% less call options, than puts
Call options by funds: $2.9M | Put options by funds: $3.6M
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$35M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$10.3M |
| 3 |
BlackRock
New York
|
+$9.24M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$6.65M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$5.8M |
Top Sellers
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$48.2M |
| 2 |
Renaissance Technologies
New York
|
-$2.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$1.23M |
| 4 |
Millennium Management
New York
|
-$1.18M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$1.15M |
APOG Hedge Fund Activity: Q4 2023 in Review
211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2023, worth a combined $1.13B — up 19% from $953M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new APOG positions and 15 closed out — a net gain of 11 holders — while 78 added to existing stakes and 65 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $48.2M sold.
- 211 institutional investors held Apogee Enterprises (APOG) as of Q4 2023, up from 201 in Q3 2023.
- Funds reported $1.13B of Apogee Enterprises stock for Q4 2023, up 19% quarter-over-quarter.
- 26 funds opened new Apogee Enterprises positions in Q4 2023 and 15 closed out, a net change of +11 holders.
- The largest Apogee Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $35M added.
- The largest Apogee Enterprises seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2023.