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Apogee Enterprises
APOG

Overview Fund Activity

171 hedge funds and large institutions have $947M invested in Apogee Enterprises in 2021 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 54 increasing their positions, 60 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-1
Holders Change %
-0.58%
% of All Funds
2.99%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
54
Reduced
60
Closed
23
Calls
$2.43M
Puts
$7.59M
Net Calls
-$5.15M
Net Calls Change
-$3.04M

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
+$27.3M
2
ProShare Advisors
ProShare Advisors
Maryland
+$10.6M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$10.4M
4
Franklin Resources
Franklin Resources
California
+$8.26M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$3.15M

Top Sellers

1
PP
Prudential plc
United Kingdom
-$12.2M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$9.49M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$4.98M
4
Norges Bank
Norges Bank
Norway
-$3.12M
5
TCM
Tieton Capital Management
Washington
-$2.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
126
Intersect Capital
California
$225K +$225K +5,530 New
Creative Planning
127
Creative Planning
Kansas
$220K +$1.1K +27 +0.5%
BC
128
Burney Company
Virginia
$214K -$284K -6,975 -57%
SW
129
SVB Wealth
Massachusetts
$208K +$208K +5,103 New
6M
130
6 Meridian
Kansas
$202K -$4.24K -104 -2%
SAM
131
Shell Asset Management
Netherlands
$156K – – –
MOACM
132
Mutual of America Capital Management
New York
$149K +$7.81K +192 +6%
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$136K +$76.5K +1,875 +129%
FF
134
FourThought Financial
Florida
$112K +$112K +2,771 New
Osaic Holdings
135
Osaic Holdings
Arizona
$111K +$13.8K +339 +14%
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$97K – – –
Lazard Asset Management
137
Lazard Asset Management
New York
$94K – – –
AIP
138
Ameritas Investment Partners
Nebraska
$90K – – –
HI
139
Harbour Investments
Wisconsin
$61K +$82 +2 +0.1%
Group One Trading
140
Group One Trading
Illinois
$56K +$36K +885 +180%
ASN
141
Advisory Services Network
Georgia
$50K +$50K +1,225 New
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$44K +$9.58K +238 +28%
CAPTRUST Financial Advisors
143
CAPTRUST Financial Advisors
North Carolina
$43K -$201 -5 -0.5%
GWM
144
Geneos Wealth Management
Colorado
$40K – – –
EVM
145
Eaton Vance Management
Massachusetts
$27K +$16.2K +404 +150%
First Eagle Investment Management
146
First Eagle Investment Management
New York
$25K +$25K +613 New
TFA
147
Toth Financial Advisory
Virginia
$20K – – –
OIA
148
Optimum Investment Advisors
Illinois
$20K – – –
VCM
149
Versant Capital Management
Arizona
$11K +$126 +3 +1%
TWA
150
TCI Wealth Advisors
Arizona
$9K +$2.66K +68 +42%
4 5
6
7 8