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Apogee Enterprises
APOG

224 hedge funds and large institutions have $1.28B invested in Apogee Enterprises in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $597K

6% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$68.3M)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.65% less ownership

Funds ownership: 92.98% → 92.33% (-0.65%)

2% less funds holding

Funds holding: 228 → 224 (-4)

Holders
224
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
77
Reduced
74
Closed
32
Calls
$1.2M
Puts
$597K
Net Calls
+$603K
Net Calls Change
+$29K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$7.63M
2
American Century Companies
American Century Companies
Missouri
+$6.18M
3
Goldman Sachs
Goldman Sachs
New York
+$5.66M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.11M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.89M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.85M
3
BlackRock
BlackRock
New York
-$4.67M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.36M
5
Invesco
Invesco
Georgia
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Guggenheim Capital
Illinois
$1.43M -$75.2K -1,210 -5%
AllianceBernstein
77
AllianceBernstein
Tennessee
$1.39M -$106K -1,700 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.38M +$1.37M +22,000 New
California State Teachers Retirement System (CalSTRS)
79
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$34.2K -551 -2%
ECM
80
ExodusPoint Capital Management
New York
$1.34M -$175K -2,823 -12%
Balyasny Asset Management
81
Balyasny Asset Management
Illinois
$1.33M +$27.6K +444 +2%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$1.28M -$148K -2,390 -10%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.15M -$49K -788 -4%
US Bancorp
84
US Bancorp
Minnesota
$1.15M -$70.2K -1,130 -6%
MNBTD
85
Moody National Bank Trust Division
Texas
$1.1M – – –
Citigroup
86
Citigroup
New York
$1.08M +$83.4K +1,342 +8%
HSBC Holdings
87
HSBC Holdings
United Kingdom
$1.08M -$7.27K -117 -0.7%
EGM
88
Engineers Gate Manager
New York
$1.06M +$2.42K +39 +0.2%
State of Tennessee, Department of Treasury
89
State of Tennessee, Department of Treasury
Tennessee
$1.03M +$326K +5,248 +47%
Wells Fargo
90
Wells Fargo
California
$1.02M +$464K +7,469 +85%
SIM
91
SummerHaven Investment Management
Connecticut
$983K +$14.3K +231 +1%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$945K +$352K +5,660 +60%
Royal Bank of Canada
93
Royal Bank of Canada
Ontario, Canada
$930K +$556K +8,942 +153%
Baird Financial Group
94
Baird Financial Group
Wisconsin
$894K +$325K +5,226 +58%
GAM
95
Gotham Asset Management
New York
$864K +$330K +5,319 +63%
WCM
96
Wedge Capital Management
North Carolina
$857K +$808 +13 +0.1%
RA
97
Royce & Associates
New York
$855K +$319K +5,135 +61%
SOADOR
98
State of Alaska Department of Revenue
Alaska
$816K -$28.6K -461 -3%
UBS Group
99
UBS Group
Switzerland
$814K -$959K -15,440 -54%
CF
100
Corebridge Financial
Texas
$798K +$789K +12,696 New
2 3
4
5 6

APOG Hedge Fund Activity: Q2 2024 in Review

224 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2024, worth a combined $1.28B — up 5.6% from $1.22B a quarter earlier.

Fund positioning in APOG was balanced in Q2 2024: 32 funds opened new positions, 32 closed out, 77 added to existing stakes and 74 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $7.63M. The largest seller was Millennium Management, cutting an estimated $6.89M.

  • 224 institutional investors held Apogee Enterprises (APOG) as of Q2 2024, down from 228 in Q1 2024.
  • Funds reported $1.28B of Apogee Enterprises stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 32 funds opened new Apogee Enterprises positions in Q2 2024 and 32 closed out, a net change of 0 holders.
  • The largest Apogee Enterprises buyer in Q2 2024 was Pacer Advisors, an estimated $7.63M added.
  • The largest Apogee Enterprises seller in Q2 2024 was Millennium Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2024.