We are live on ! Find out more
APOG icon

Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
FP
51
Foundry Partners
Minnesota
$3.71M -$608K -7,739 -13%
AFA
52
Abacus FCF Advisors
Florida
$3.5M +$1.22M +15,500 +46%
AQR Capital Management
53
AQR Capital Management
Connecticut
$3.46M -$1.85M -23,500 -33%
Universal-Beteiligungs- und Servicegesellschaft
54
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.39M +$3.73M +47,499 New
UBS AM
55
UBS AM
Illinois
$3.25M +$399K +5,088 +13%
Franklin Resources
56
Franklin Resources
California
$3.16M +$907K +11,552 +35%
AllianceBernstein
57
AllianceBernstein
Tennessee
$3.1M +$1.74M +22,188 +104%
Swiss National Bank
58
Swiss National Bank
Switzerland
$3.06M
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3.06M -$104K -1,319 -3%
MAM
60
Martingale Asset Management
Massachusetts
$3.04M +$411K +5,233 +14%
Two Sigma Investments
61
Two Sigma Investments
New York
$2.94M -$997K -12,704 -24%
Deutsche Bank
62
Deutsche Bank
Germany
$2.84M +$2.16M +27,473 +223%
NSIM
63
North Star Investment Management
Illinois
$2.71M
Connor, Clark & Lunn Investment Management (CC&L)
64
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.6M -$2.15M -27,354 -43%
Macquarie Group
65
Macquarie Group
Australia
$2.58M
Jane Street
66
Jane Street
New York
$2.57M +$1.01M +12,846 +56%
Los Angeles Capital Management
67
Los Angeles Capital Management
California
$2.29M
Citigroup
68
Citigroup
New York
$2.29M +$88.6K +1,128 +4%
Two Sigma Advisers
69
Two Sigma Advisers
New York
$2.21M -$1.44M -18,300 -37%
ZIM
70
Zacks Investment Management
Illinois
$2.2M +$2.41M +30,741 New
GWI
71
Grace & White Inc
New York
$2.17M -$400K -5,100 -14%
RA
72
Royce & Associates
New York
$1.95M +$402K +5,119 +23%
Millennium Management
73
Millennium Management
New York
$1.95M -$87.4K -1,113 -4%
RWMH
74
Riverpoint Wealth Management Holdings
Illinois
$1.84M
Janney Montgomery Scott
75
Janney Montgomery Scott
Pennsylvania
$1.8M -$36.7K -468 -2%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.