Apogee Enterprises
APOG
208 hedge funds and large institutions have $939M invested in Apogee Enterprises in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 19 closing their positions.
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
10% more capital invested
Capital invested by funds: $855M → $939M (+$84.5M)
3% more funds holding
Funds holding: 202 → 208 (+6)
0.32% less ownership
Funds ownership: 90% → 89.68% (-0.32%)
1% less repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 68
9% less call options, than puts
Call options by funds: $1.03M | Put options by funds: $1.13M
Top Buyers
| 1 |
BlackRock
New York
|
+$6.23M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.27M |
| 3 |
Morgan Stanley
New York
|
+$2.51M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$2.23M |
| 5 |
Renaissance Technologies
New York
|
+$1.92M |
Top Sellers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.2M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$9.64M |
| 3 |
Millennium Management
New York
|
-$6.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$5.26M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$4.98M |
APOG Hedge Fund Activity: Q2 2023 in Review
208 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2023, worth a combined $939M — up 9.9% from $855M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new APOG positions and 19 closed out — a net gain of 8 holders — while 67 added to existing stakes and 68 trimmed.
The largest buyer was BlackRock, adding an estimated $6.23M. The largest seller was Envestnet Asset Management, cutting an estimated $10.2M.
- 208 institutional investors held Apogee Enterprises (APOG) as of Q2 2023, up from 202 in Q1 2023.
- Funds reported $939M of Apogee Enterprises stock for Q2 2023, up 9.9% quarter-over-quarter.
- 27 funds opened new Apogee Enterprises positions in Q2 2023 and 19 closed out, a net change of +8 holders.
- The largest Apogee Enterprises buyer in Q2 2023 was BlackRock, an estimated $6.23M added.
- The largest Apogee Enterprises seller in Q2 2023 was Envestnet Asset Management, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2023.