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Apogee Enterprises

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224241 (+17)

1.14% more ownership

Funds ownership: 92.33%93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$1.57M +$609K +9,469 +73%
RA
77
Royce & Associates
New York
$1.55M +$553K +8,589 +63%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
78
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.54M
BNP Paribas Financial Markets
79
BNP Paribas Financial Markets
France
$1.51M -$1.12M -17,364 -45%
AllianceBernstein
80
AllianceBernstein
Tennessee
$1.49M -$53.4K -830 -4%
Canada Life
81
Canada Life
Manitoba, Canada
$1.47M -$116K -1,807 -8%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$1.47M +$38.9K +604 +3%
California State Teachers Retirement System (CalSTRS)
83
California State Teachers Retirement System (CalSTRS)
California
$1.45M -$51K -793 -4%
HF
84
HRT Financial
New York
$1.43M +$1.31M +20,406 New
MNBTD
85
Moody National Bank Trust Division
Texas
$1.42M +$180K +2,791 +16%
Skandinaviska Enskilda Banken (SEB)
86
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.37M +$1.26M +19,600 New
AA
87
ALPS Advisors
Colorado
$1.33M +$830K +12,902 +212%
KCM
88
Kornitzer Capital Management
Kansas
$1.3M -$702K -10,900 -37%
WCM
89
Wedge Capital Management
North Carolina
$1.25M +$274K +4,256 +31%
HSBC Holdings
90
HSBC Holdings
United Kingdom
$1.23M +$21.6K +336 +2%
Thrivent Financial for Lutherans
91
Thrivent Financial for Lutherans
Minnesota
$1.21M -$73.8K -1,147 -6%
Wells Fargo
92
Wells Fargo
California
$1.15M +$8.82K +137 +0.8%
Baird Financial Group
93
Baird Financial Group
Wisconsin
$1.15M +$137K +2,127 +15%
WG
94
Winton Group
United Kingdom
$1.1M +$227K +3,531 +29%
CSS
95
Cubist Systematic Strategies
Connecticut
$1.02M -$1M -15,583 -52%
EGM
96
Engineers Gate Manager
New York
$973K -$195K -3,030 -18%
Comerica Bank
97
Comerica Bank
Texas
$923K +$95.1K +1,478 +13%
RWM
98
Ritholtz Wealth Management
New York
$916K +$462K +7,178 +122%
SIM
99
SummerHaven Investment Management
Connecticut
$903K -$176K -2,738 -18%
CF
100
Corebridge Financial
Texas
$879K -$9.07K -141 -1%

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.