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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
UBS Group
76
UBS Group
Switzerland
$1.78M +$192K +2,440 +11%
BNP Paribas Financial Markets
77
BNP Paribas Financial Markets
France
$1.69M +$163K +2,077 +10%
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.6M +$971K +12,370 +123%
RWM
79
Ritholtz Wealth Management
New York
$1.58M +$708K +9,019 +69%
Canada Life
80
Canada Life
Manitoba, Canada
$1.55M +$55.3K +704 +3%
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$1.46M -$18.8K -239 -1%
MNBTD
82
Moody National Bank Trust Division
Texas
$1.45M
DB
83
Danske Bank
Denmark
$1.43M +$652K +8,307 +70%
JCIA
84
Jackson Creek Investment Advisors
Colorado
$1.43M +$1.57M +20,023 New
AA
85
ALPS Advisors
Colorado
$1.39M +$38.9K +496 +3%
T. Rowe Price Associates
86
T. Rowe Price Associates
Maryland
$1.35M -$159K -2,028 -10%
Wells Fargo
87
Wells Fargo
California
$1.33M +$177K +2,255 +14%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$1.33M +$175K +2,231 +14%
KCM
89
Kornitzer Capital Management
Kansas
$1.32M
WAM
90
Weiss Asset Management
Massachusetts
$1.27M +$1.4M +17,805 New
HSBC Holdings
91
HSBC Holdings
United Kingdom
$1.24M -$8.4K -107 -0.6%
AG
92
Algert Global
California
$1.22M +$1.34M +17,018 New
Thrivent Financial for Lutherans
93
Thrivent Financial for Lutherans
Minnesota
$1.21M -$20.6K -263 -2%
EGM
94
Engineers Gate Manager
New York
$1.17M +$198K +2,528 +18%
WCM
95
Wedge Capital Management
North Carolina
$1.14M -$153K -1,948 -11%
CSS
96
Cubist Systematic Strategies
Connecticut
$1.09M +$48.4K +617 +4%
IQI
97
Integrated Quantitative Investments
Washington
$1.05M +$1.15M +14,700 New
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$1.04M +$230K +2,934 +25%
GAM
99
Gotham Asset Management
New York
$973K +$113K +1,434 +12%
MIM
100
MetLife Investment Management
New Jersey
$956K +$78.3K +997 +8%

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.