We are live on ! Find out more
APOG icon

Apogee Enterprises

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224241 (+17)

1.14% more ownership

Funds ownership: 92.33%93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
26
Fidelity Investments
Massachusetts
$7.33M +$748K +11,627 +12%
Teacher Retirement System of Texas
27
Teacher Retirement System of Texas
Texas
$7.27M +$3.03M +47,029 +83%
VOYA Investment Management
28
VOYA Investment Management
Georgia
$7.04M +$1.04M +16,109 +19%
JP Morgan Chase
29
JP Morgan Chase
New York
$6.96M -$3.52M -54,760 -36%
Jacobs Levy Equity Management
30
Jacobs Levy Equity Management
New Jersey
$6.92M -$1.11M -17,257 -15%
MWM
31
Moran Wealth Management
Florida
$6.89M +$19.6K +304 +0.3%
Hotchkis & Wiley Capital Management
32
Hotchkis & Wiley Capital Management
California
$6.85M +$6.29M +97,770 New
Bank of America
33
Bank of America
North Carolina
$6.81M -$109K -1,694 -2%
HIM
34
Hillsdale Investment Management
Ontario, Canada
$6.66M +$45.1K +700 +0.7%
Norges Bank
35
Norges Bank
Norway
$6.24M -$1.19M -18,472 -17%
Allspring Global Investments
36
Allspring Global Investments
North Carolina
$5.16M +$1.86M +28,845 +64%
Tudor Investment Corp
37
Tudor Investment Corp
Connecticut
$5.12M -$279K -4,341 -6%
AQR Capital Management
38
AQR Capital Management
Connecticut
$5.03M -$1.74M -27,057 -27%
Prudential Financial
39
Prudential Financial
New Jersey
$4.82M -$1.22M -18,910 -22%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.69M -$219K -3,402 -5%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.47M +$437K +6,793 +12%
Barclays
42
Barclays
United Kingdom
$4.46M +$1.8M +27,904 +78%
AC
43
Arjuna Capital
North Carolina
$4.39M -$12.3K -191 -0.3%
Legal & General Group
44
Legal & General Group
United Kingdom
$4.34M -$49.7K -772 -1%
FP
45
Foundry Partners
Minnesota
$4.18M +$3.84M +59,737 New
QC
46
Quantedge Capital
Singapore
$3.99M +$2.12M +33,000 +138%
OSAM
47
O'Shaughnessy Asset Management
Connecticut
$3.89M +$486K +7,553 +18%
Two Sigma Investments
48
Two Sigma Investments
New York
$3.77M -$1.46M -22,755 -30%
Federated Hermes
49
Federated Hermes
Pennsylvania
$3.66M -$21.5K -334 -0.6%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$3.6M -$1.53M -23,830 -32%

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.