Apogee Enterprises
APOG
182 hedge funds and large institutions have $785M invested in Apogee Enterprises in 2022 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 32 increasing their positions, 89 reducing their positions, and 16 closing their positions.
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
5% more funds holding
Funds holding: 173 → 182 (+9)
4.99% more ownership
Funds ownership: 85.29% → 90.28% (+5%)
22% less capital invested
Capital invested by funds: $1.01B → $785M (-$225M)
42% less call options, than puts
Call options by funds: $859K | Put options by funds: $1.49M
64% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 89
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| 1 |
Millennium Management
New York
|
+$5.94M |
| 2 |
Morgan Stanley
New York
|
+$5.47M |
| 3 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$4.46M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$3.12M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$2.98M |
Top Sellers
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$19.9M |
| 2 |
BlackRock
New York
|
-$13.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$11.4M |
| 4 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
-$5.94M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.85M |
APOG Hedge Fund Activity: Q2 2022 in Review
182 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2022, worth a combined $785M — down 22% from $1.01B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new APOG positions and 16 closed out — a net gain of 12 holders — while 32 added to existing stakes and 89 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $5.94M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $19.9M.
- 182 institutional investors held Apogee Enterprises (APOG) as of Q2 2022, up from 173 in Q1 2022.
- Funds reported $785M of Apogee Enterprises stock for Q2 2022, down 22% quarter-over-quarter.
- 28 funds opened new Apogee Enterprises positions in Q2 2022 and 16 closed out, a net change of +12 holders.
- The largest Apogee Enterprises buyer in Q2 2022 was Millennium Management, an estimated $5.94M added.
- The largest Apogee Enterprises seller in Q2 2022 was Barrow, Hanley, Mewhinney & Strauss, an estimated $19.9M sold.
Based on aggregated 13F filings for Q2 2022.