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Apogee Enterprises

220 hedge funds and large institutions have $652M invested in Apogee Enterprises in 2026 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 56

53% more call options, than puts

Call options by funds: $825K | Put options by funds: $540K

42% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 31

4% more funds holding

Funds holding: 212220 (+8)

2.98% less ownership

Funds ownership: 93.32%90.34% (-3%)

11% less capital invested

Capital invested by funds: $732M → $652M (-$80.3M)

Holders
220
Holders Change
+8
Holders Change %
+3.77%
% of All Funds
2.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
44
Increased
88
Reduced
56
Closed
31
Calls
$825K
Puts
$540K
Net Calls
+$285K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Trexquant Investment
Connecticut
$2.35M +$1.58M +42,557 +155%
AllianceBernstein
52
AllianceBernstein
Tennessee
$2.31M -$63.7K -1,720 -3%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$2.11M +$29.9K +808 +1%
MWM
54
Moran Wealth Management
Florida
$2.11M -$795K -21,458 -25%
SEI Investments
55
SEI Investments
Pennsylvania
$2.06M +$1.14M +30,748 +100%
Russell Investments Group
56
Russell Investments Group
United Kingdom
$1.99M -$5.83M -157,311 -73%
MAM
57
Martingale Asset Management
Massachusetts
$1.86M +$561K +15,153 +38%
CA
58
CSM Advisors
Pennsylvania
$1.86M +$182K +4,924 +10%
GF
59
Gabelli Funds
New York
$1.81M +$1.62M +43,639 +427%
IIM
60
INTECH Investment Management
Florida
$1.77M +$1.53M +41,199 +355%
Universal-Beteiligungs- und Servicegesellschaft
61
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.7M +$18.2K +490 +1%
BC
62
Bruce & Co
Illinois
$1.68M +$1.85M +50,000 New
N
63
Nuveen
North Carolina
$1.64M +$11.6K +314 +0.6%
Legal & General Group
64
Legal & General Group
United Kingdom
$1.61M -$169K -4,566 -9%
XT
65
XTX Topco
Cayman Islands
$1.59M +$1.75M +47,330 New
JF
66
Jump Financial
Illinois
$1.57M +$648K +17,482 +60%
ACM
67
Aquatic Capital Management
Illinois
$1.41M +$1.25M +33,855 +408%
QT
68
Quantbot Technologies
New York
$1.41M +$1.08M +29,146 +226%
WCM
69
Wedge Capital Management
North Carolina
$1.41M +$292K +7,882 +23%
Swiss National Bank
70
Swiss National Bank
Switzerland
$1.41M
Squarepoint
71
Squarepoint
New York
$1.36M +$904K +24,405 +151%
UBS AM
72
UBS AM
Illinois
$1.34M +$5.3K +143 +0.4%
NSIM
73
North Star Investment Management
Illinois
$1.27M
ECM
74
ExodusPoint Capital Management
New York
$1.27M +$1.18M +31,740 +513%
BIG
75
Brooklyn Investment Group
New York
$1.25M +$1.39M +37,403 New