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Apogee Enterprises
APOG

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224 → 241 (+17)

1.14% more ownership

Funds ownership: 92.33% → 93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K

Top Buyers

1
Invesco
Invesco
Georgia
+$6.62M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.29M
3
American Century Companies
American Century Companies
Missouri
+$5.43M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.33M
5
Goldman Sachs
Goldman Sachs
New York
+$4.29M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$8.73M
2
TI
Trexquant Investment
Connecticut
-$4.11M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.52M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
126
New York State Common Retirement Fund
New York
$538K -$103K -1,600 -17%
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$519K +$6.44K +100 +1%
MSRPS
128
Maryland State Retirement & Pension System
Maryland
$519K -$19.9K -309 -4%
Creative Planning
129
Creative Planning
Kansas
$516K -$8.24K -128 -2%
BC
130
Burney Company
Virginia
$515K +$135K +2,100 +40%
VA
131
Vident Advisory
Georgia
$511K -$34.9K -543 -7%
TRSOTSOK
132
Teachers Retirement System of the State of Kentucky
Kentucky
$504K – – –
US Bancorp
133
US Bancorp
Minnesota
$494K -$719K -11,179 -61%
DT
134
Diversified Trust
Tennessee
$486K +$15.6K +243 +4%
RJFSA
135
Raymond James Financial Services Advisors
Florida
$484K +$175K +2,713 +65%
SCM
136
Sterling Capital Management
North Carolina
$459K +$422K +6,559 New
AB
137
Amalgamated Bank
New York
$455K -$15.8K -245 -4%
ASRS
138
Arizona State Retirement System
Arizona
$442K +$8.56K +133 +2%
Squarepoint
139
Squarepoint
New York
$436K +$85.2K +1,324 +27%
TI
140
Trexquant Investment
Connecticut
$427K -$4.11M -63,887 -91%
KeyBank National Association
141
KeyBank National Association
Ohio
$425K +$1.35K +21 +0.3%
MHI
142
Miller Howard Investments
New York
$422K -$257 -4 -0.1%
3F
143
360 Financial
Minnesota
$409K – – –
RF
144
RHS Financial
California
$400K +$367K +5,708 New
Grantham, Mayo, Van Otterloo & Co (GMO)
145
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$392K – – –
ACM
146
Aquatic Capital Management
Illinois
$378K -$200K -3,100 -36%
OPERF
147
Oregon Public Employees Retirement Fund
Oregon
$361K -$12.9K -200 -4%
ECM
148
EMC Capital Management
Texas
$356K +$1.17M +18,184 +313%
Amundi
149
Amundi
France
$356K +$22.7K +353 +8%
SPA
150
Sherbrooke Park Advisers
New York
$354K +$326K +5,059 New
4 5
6
7 8

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.