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Apogee Enterprises
APOG

224 hedge funds and large institutions have $1.28B invested in Apogee Enterprises in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $597K

6% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$68.3M)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.65% less ownership

Funds ownership: 92.98% → 92.33% (-0.65%)

2% less funds holding

Funds holding: 228 → 224 (-4)

Holders
224
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
77
Reduced
74
Closed
32
Calls
$1.2M
Puts
$597K
Net Calls
+$603K
Net Calls Change
+$29K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$7.63M
2
American Century Companies
American Century Companies
Missouri
+$6.18M
3
Goldman Sachs
Goldman Sachs
New York
+$5.66M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.11M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.89M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.85M
3
BlackRock
BlackRock
New York
-$4.67M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.36M
5
Invesco
Invesco
Georgia
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
VI
126
Versor Investments
New York
$548K +$542K +8,728 New
ACM
127
Aquatic Capital Management
Illinois
$534K +$435K +7,000 +467%
VA
128
Vident Advisory
Georgia
$492K +$182K +2,936 +60%
MSRPS
129
Maryland State Retirement & Pension System
Maryland
$485K -$15K -242 -3%
Creative Planning
130
Creative Planning
Kansas
$471K +$36.3K +585 +8%
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$470K -$28.5K -458 -6%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$453K – – –
AB
133
Amalgamated Bank
New York
$424K -$2.3K -37 -0.5%
DT
134
Diversified Trust
Tennessee
$421K +$35.6K +573 +9%
Truist Financial
135
Truist Financial
North Carolina
$412K +$2.36K +38 +0.6%
ASRS
136
Arizona State Retirement System
Arizona
$389K +$7.08K +114 +2%
AA
137
ALPS Advisors
Colorado
$382K -$2.36K -38 -0.6%
KeyBank National Association
138
KeyBank National Association
Ohio
$380K +$3.11K +50 +0.8%
XT
139
XTX Topco
Cayman Islands
$380K -$369K -5,942 -50%
MHI
140
Miller Howard Investments
New York
$379K +$8.95K +144 +2%
RWM
141
Ritholtz Wealth Management
New York
$371K +$366K +5,898 New
3F
142
360 Financial
Minnesota
$367K – – –
ECM
143
EMC Capital Management
Texas
$366K – – –
ETC
144
Exchange Traded Concepts
Oklahoma
$355K -$28.8K -463 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$352K – – –
OPERF
146
Oregon Public Employees Retirement Fund
Oregon
$337K -$37.3K -600 -10%
BC
147
Burney Company
Virginia
$330K – – –
LPL Financial
148
LPL Financial
California
$317K -$246K -3,959 -44%
CWM
149
Congress Wealth Management
Massachusetts
$316K +$312K +5,025 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$311K +$26.5K +426 +9%
4 5
6
7 8

APOG Hedge Fund Activity: Q2 2024 in Review

224 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2024, worth a combined $1.28B — up 5.6% from $1.22B a quarter earlier.

Fund positioning in APOG was balanced in Q2 2024: 32 funds opened new positions, 32 closed out, 77 added to existing stakes and 74 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $7.63M. The largest seller was Millennium Management, cutting an estimated $6.89M.

  • 224 institutional investors held Apogee Enterprises (APOG) as of Q2 2024, down from 228 in Q1 2024.
  • Funds reported $1.28B of Apogee Enterprises stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 32 funds opened new Apogee Enterprises positions in Q2 2024 and 32 closed out, a net change of 0 holders.
  • The largest Apogee Enterprises buyer in Q2 2024 was Pacer Advisors, an estimated $7.63M added.
  • The largest Apogee Enterprises seller in Q2 2024 was Millennium Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2024.