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Apogee Enterprises
APOG

Overview Fund Activity

159 hedge funds and large institutions have $494M invested in Apogee Enterprises in 2020 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-3
Holders Change %
-1.85%
% of All Funds
3.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
48
Reduced
57
Closed
27
Calls
$1.82M
Puts
$1.85M
Net Calls
-$29K
Net Calls Change
-$906K

Top Buyers

1
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$10.8M
2
LSV Asset Management
LSV Asset Management
Illinois
$20.4M
3
Goldman Sachs
Goldman Sachs
New York
$5.08M
4
Federated Hermes
Federated Hermes
Pennsylvania
$15.3M
5
Citadel Advisors
Citadel Advisors
Florida
$2.45M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$0
2
Morgan Stanley
Morgan Stanley
New York
$4.8M
3
Ameriprise
Ameriprise
Minnesota
$3.73M
4
BlackRock
BlackRock
New York
$81.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$7.66M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$33K -$1.07K -52 -3%
ASN
127
Advisory Services Network
Georgia
$32K +$32K +1,510 New
MDCM
128
Morgan Dempsey Capital Management
Wisconsin
$31K -$4.38K -204 -12%
OIA
129
Optimum Investment Advisors
Illinois
$22K – – –
GWM
130
Geneos Wealth Management
Colorado
$20K – – –
LWCFA
131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K – – –
HIM
132
Hillsdale Investment Management
Ontario, Canada
$17K +$17K +800 New
PNC Financial Services Group
133
PNC Financial Services Group
Pennsylvania
$16K -$5.24K -230 -25%
EMFAT
134
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15K -$3.66K -168 -20%
PFS
135
Prospera Financial Services
Texas
$14K +$14K +639 New
TFA
136
Toth Financial Advisory
Virginia
$11K +$4.4K +200 +67%
PHK
137
Point72 Hong Kong
Hong Kong
$11K +$11K +493 New
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$9K +$9K +436 New
EA
139
Emerald Advisers
Pennsylvania
$8K – – –
GT
140
Glenmede Trust
Pennsylvania
$6K – – –
CG
141
Cutler Group
California
$6K +$6K +300 New
VCM
142
Versant Capital Management
Arizona
$4K – – –
MAM
143
Meeder Asset Management
Ohio
$4K +$2K +82 +100%
QCG
144
Quadrant Capital Group
Ohio
$3K +$608 +30 +25%
EI
145
Ellevest Inc
New York
$3K +$657 +30 +28%
BCA
146
Berman Capital Advisors
Georgia
$3K +$600 +37 +25%
TWA
147
TCI Wealth Advisors
Arizona
$3K +$1.61K +87 +116%
Millennium Management
148
Millennium Management
New York
$2.44K -$1.87K -87,634 -43%
FP
149
Financial Perspectives
Minnesota
$2.14K – – –
Carson Wealth (CWM LLC)
150
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
4 5
6
7 8