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Apogee Enterprises
APOG

228 hedge funds and large institutions have $1.22B invested in Apogee Enterprises in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

652% more call options, than puts

Call options by funds: $662K | Put options by funds: $88K

138% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 13

8% more funds holding

Funds holding: 211 → 228 (+17)

7% more capital invested

Capital invested by funds: $1.13B → $1.22B (+$81.3M)

9% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 80

3.25% less ownership

Funds ownership: 96.23% → 92.98% (-3.2%)

Holders
228
Holders Change
+17
Holders Change %
+8.06%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
31
Increased
73
Reduced
80
Closed
13
Calls
$662K
Puts
$88K
Net Calls
+$574K
Net Calls Change
+$1.28M

Top Buyers

Rank Fund Capital Flow
1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$14.2M
2
Invesco
Invesco
Georgia
+$6.95M
3
American Century Companies
American Century Companies
Missouri
+$5.88M
4
N
Nuveen
North Carolina
+$3.47M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
+$2.32M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$40.9M
2
BlackRock
BlackRock
New York
-$8.6M
3
TAM
Tocqueville Asset Management
New York
-$8.54M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.64M
5
Millennium Management
Millennium Management
New York
-$3.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
State Board of Administration of Florida Retirement System
126
State Board of Administration of Florida Retirement System
Florida
$406K +$170K +3,080 +49%
OR
127
Olympiad Research
Connecticut
$404K +$377K +6,825 New
CC
128
Centiva Capital
New York
$401K +$140K +2,528 +59%
AB
129
Amalgamated Bank
New York
$401K -$113K -2,040 -23%
Renaissance Technologies
130
Renaissance Technologies
New York
$390K -$414K -7,500 -53%
PCM
131
Prelude Capital Management
New York
$388K +$362K +6,552 New
JF
132
Jump Financial
Illinois
$386K -$287K -5,195 -44%
Truist Financial
133
Truist Financial
North Carolina
$386K – – –
CCIA
134
Campbell & Co Investment Adviser
Maryland
$385K -$197K -3,572 -35%
DT
135
Diversified Trust
Tennessee
$363K – – –
AA
136
ALPS Advisors
Colorado
$363K -$23.3K -422 -6%
ETC
137
Exchange Traded Concepts
Oklahoma
$362K -$81.4K -1,474 -19%
NYLIM
138
New York Life Investment Management
New York
$360K +$336K +6,075 New
ASRS
139
Arizona State Retirement System
Arizona
$359K -$5.64K -102 -2%
NRD
140
Nebula Research & Development
New York
$357K +$333K +6,031 New
KeyBank National Association
141
KeyBank National Association
Ohio
$355K +$4.97K +90 +2%
OPERF
142
Oregon Public Employees Retirement Fund
Oregon
$353K -$27.6K -500 -8%
Russell Investments Group
143
Russell Investments Group
United Kingdom
$351K +$310K +5,615 +1,766%
MHI
144
Miller Howard Investments
New York
$349K +$2.93K +53 +0.9%
3F
145
360 Financial
Minnesota
$346K – – –
Royal Bank of Canada
146
Royal Bank of Canada
Ontario, Canada
$346K -$83.7K -1,514 -21%
CAM
147
Cubic Asset Management
Massachusetts
$345K – – –
ECM
148
EMC Capital Management
Texas
$344K +$24.7K +447 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
149
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$332K – – –
PWM
150
Partnership Wealth Management
Maryland
$326K -$26.2K -475 -8%
4 5
6
7 8

APOG Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2024, worth a combined $1.22B — up 7.2% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new APOG positions and 13 closed out — a net gain of 18 holders — while 73 added to existing stakes and 80 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $40.9M.

  • 228 institutional investors held Apogee Enterprises (APOG) as of Q1 2024, up from 211 in Q4 2023.
  • Funds reported $1.22B of Apogee Enterprises stock for Q1 2024, up 7.2% quarter-over-quarter.
  • 31 funds opened new Apogee Enterprises positions in Q1 2024 and 13 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q1 2024 was Pacer Advisors, an estimated $14.2M added.
  • The largest Apogee Enterprises seller in Q1 2024 was Morgan Stanley, an estimated $40.9M sold.

Based on aggregated 13F filings for Q1 2024.