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Apogee Enterprises
APOG

211 hedge funds and large institutions have $1.13B invested in Apogee Enterprises in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

19% more capital invested

Capital invested by funds: $953M → $1.13B (+$181M)

5% more funds holding

Funds holding: 201 → 211 (+10)

4.53% more ownership

Funds ownership: 91.7% → 96.23% (+4.5%)

20% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.6M

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
78
Reduced
65
Closed
15
Calls
$2.9M
Puts
$3.6M
Net Calls
-$705K
Net Calls Change
+$565K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$10.3M
3
BlackRock
BlackRock
New York
+$9.24M
4
N
Nuveen
North Carolina
+$6.65M
5
American Century Companies
American Century Companies
Missouri
+$5.8M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$48.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.23M
4
Millennium Management
Millennium Management
New York
-$1.18M
5
Norges Bank
Norges Bank
Norway
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
101
MetLife Investment Management
New Jersey
$617K – – –
SSA
102
Schonfeld Strategic Advisors
New York
$609K +$8.47K +182 +2%
KTA
103
Keeley-Teton Advisors
Illinois
$591K – – –
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$588K -$9.31K -200 -2%
MGWM
105
Marks Group Wealth Management
Minnesota
$588K – – –
YCM
106
Yousif Capital Management
Michigan
$586K +$931 +20 +0.2%
Janus Henderson Group
107
Janus Henderson Group
United Kingdom
$569K -$745 -16 -0.1%
SGI
108
Summit Global Investments
Utah
$566K -$212K -4,562 -30%
CIC
109
Cornercap Investment Counsel
Georgia
$559K +$487K +10,465 New
Mirae Asset Global Investments
110
Mirae Asset Global Investments
South Korea
$554K – – –
Comerica Bank
111
Comerica Bank
Texas
$541K +$466 +10 +0.1%
WCM
112
Wedge Capital Management
North Carolina
$539K +$90.4K +1,941 +24%
Ensign Peak Advisors
113
Ensign Peak Advisors
Utah
$539K – – –
CCIA
114
Campbell & Co Investment Adviser
Maryland
$538K -$61.6K -1,324 -12%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$528K -$172K -3,696 -27%
TRCT
116
Tower Research Capital (TRC)
New York
$520K +$422K +9,065 +1,363%
QC
117
Quadrature Capital
United Kingdom
$495K -$397K -8,527 -48%
Walleye Trading
118
Walleye Trading
New York
$486K +$423K +9,092 New
ZF
119
Zhang Financial
Michigan
$481K – – –
A
120
AlphaQuest
New York
$475K +$414K +8,894 New
AB
121
Amalgamated Bank
New York
$471K -$10.5K -226 -2%
GAM
122
Gotham Asset Management
New York
$469K +$10.1K +217 +3%
Jane Street
123
Jane Street
New York
$458K +$82.9K +1,780 +26%
Manulife (Manufacturers Life Insurance)
124
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$457K -$9.36K -201 -2%
MSRPS
125
Maryland State Retirement & Pension System
Maryland
$434K – – –
3 4
5
6 7

APOG Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2023, worth a combined $1.13B — up 19% from $953M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APOG positions and 15 closed out — a net gain of 11 holders — while 78 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $48.2M sold.

  • 211 institutional investors held Apogee Enterprises (APOG) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.13B of Apogee Enterprises stock for Q4 2023, up 19% quarter-over-quarter.
  • 26 funds opened new Apogee Enterprises positions in Q4 2023 and 15 closed out, a net change of +11 holders.
  • The largest Apogee Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $35M added.
  • The largest Apogee Enterprises seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $48.2M sold.

Based on aggregated 13F filings for Q4 2023.