Apogee Enterprises
APOG
125 hedge funds and large institutions have $798M invested in Apogee Enterprises in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 14 closing their positions.
254% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $409K
28% more capital invested
Capital invested by funds: $623M → $798M (+$175M)
7% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 14
4% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 47
0% more funds holding
Funds holding: 125 → 125 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$21.1M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$18.5M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.95M |
| 4 |
SCM
SG Capital Management
Chicago,
Illinois
|
+$7.79M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
+$7.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
-$6.56M |
| 2 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
-$6.54M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$5.82M |
| 4 |
Morgan Stanley
New York
|
-$5.48M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$5.11M |
APOG Hedge Fund Activity: Q3 2013 in Review
125 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2013, worth a combined $798M — up 28% from $623M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new APOG positions and 14 closed out — a net gain of 1 holder — while 49 added to existing stakes and 47 trimmed.
The largest buyer was State Street, adding an estimated $21.1M. The largest seller was Boston Trust Walden, cutting an estimated $6.56M.
- 125 institutional investors held Apogee Enterprises (APOG) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $798M of Apogee Enterprises stock for Q3 2013, up 28% quarter-over-quarter.
- 15 funds opened new Apogee Enterprises positions in Q3 2013 and 14 closed out, a net change of +1 holder.
- The largest Apogee Enterprises buyer in Q3 2013 was State Street, an estimated $21.1M added.
- The largest Apogee Enterprises seller in Q3 2013 was Boston Trust Walden, an estimated $6.56M sold.
Based on aggregated 13F filings for Q3 2013.