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Apogee Enterprises
APOG

Overview Fund Activity

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
Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.09%
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
$57.3M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
$28.7M
3
BlackRock
BlackRock
New York
$222M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$13.6M
5
American Century Companies
American Century Companies
Missouri
$17.2M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$0
2
Renaissance Technologies
Renaissance Technologies
New York
$752K
3
Fidelity Investments
Fidelity Investments
Massachusetts
$6.65M
4
Millennium Management
Millennium Management
New York
$10.8M
5
Norges Bank
Norges Bank
Norway
$7.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
126
Wells Fargo
California
$431K +$68.5K +1,282 +19%
ETC
127
Exchange Traded Concepts
Oklahoma
$405K +$335K +6,265 +475%
Squarepoint
128
Squarepoint
New York
$401K +$401K +7,506 New
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$396K +$50.3K +942 +15%
Royal Bank of Canada
130
Royal Bank of Canada
Ontario, Canada
$393K +$171K +3,208 +77%
TRSOTSOK
131
Teachers Retirement System of the State of Kentucky
Kentucky
$384K – – –
VI
132
Versor Investments
New York
$375K – – –
Creative Planning
133
Creative Planning
Kansas
$361K +$3.04K +57 +0.9%
BA
134
Ballast Advisors
Minnesota
$351K – – –
AA
135
ALPS Advisors
Colorado
$350K -$19.9K -373 -5%
Truist Financial
136
Truist Financial
North Carolina
$348K -$11.2K -209 -3%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$346K +$127K +2,382 +58%
OPERF
138
Oregon Public Employees Retirement Fund
Oregon
$345K -$5.34K -100 -2%
RRCM
139
Rappaport Reiches Capital Management
Illinois
$340K – – –
XT
140
XTX Topco
Cayman Islands
$339K +$339K +6,342 New
State Board of Administration of Florida Retirement System
141
State Board of Administration of Florida Retirement System
Florida
$337K – – –
ASRS
142
Arizona State Retirement System
Arizona
$330K -$6.14K -115 -2%
DT
143
Diversified Trust
Tennessee
$327K +$23.8K +445 +8%
PWM
144
Partnership Wealth Management
Maryland
$316K +$316K +5,985 New
KeyBank National Association
145
KeyBank National Association
Ohio
$316K +$5.61K +105 +2%
3F
146
360 Financial
Minnesota
$312K +$312K +5,848 New
MHI
147
Miller Howard Investments
New York
$312K +$3.85K +72 +1%
CAM
148
Cubic Asset Management
Massachusetts
$311K – – –
SOW
149
State of Wyoming
Wyoming
$309K +$153K +2,866 +98%
Grantham, Mayo, Van Otterloo & Co (GMO)
150
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$299K -$107K -2,000 -26%
4 5
6
7 8