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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
HT
126
Headlands Technologies
Illinois
$621K +$438K +5,576 +178%
YCM
127
Yousif Capital Management
Michigan
$596K -$18K -229 -3%
KTA
128
Keeley-Teton Advisors
Illinois
$565K -$247K -3,152 -28%
TI
129
Trexquant Investment
Connecticut
$557K +$134K +1,702 +28%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$552K +$23.4K +298 +4%
New York State Common Retirement Fund
131
New York State Common Retirement Fund
New York
$549K
DT
132
Diversified Trust
Tennessee
$548K +$57.3K +730 +11%
Aviva
133
Aviva
United Kingdom
$538K -$180K -2,293 -23%
EC
134
EntryPoint Capital
New York
$537K +$590K +7,517 New
MSRPS
135
Maryland State Retirement & Pension System
Maryland
$529K
Zurich Cantonal Bank
136
Zurich Cantonal Bank
Switzerland
$526K +$190K +2,420 +49%
TRSOTSOK
137
Teachers Retirement System of the State of Kentucky
Kentucky
$514K
YIH
138
Y-Intercept (HK)
Hong Kong
$512K +$255K +3,243 +83%
Canada Pension Plan Investment Board
139
Canada Pension Plan Investment Board
Ontario, Canada
$507K +$557K +7,100 New
US Bancorp
140
US Bancorp
Minnesota
$504K
PMAM
141
Picton Mahoney Asset Management
Ontario, Canada
$499K +$374K +4,769 +214%
SCM
142
Sterling Capital Management
North Carolina
$499K +$33.5K +427 +7%
VA
143
Vident Advisory
Georgia
$476K -$49.1K -626 -9%
BC
144
Burney Company
Virginia
$466K -$64.8K -825 -11%
PEAK6
145
PEAK6
Illinois
$461K +$507K +6,462 New
AB
146
Amalgamated Bank
New York
$457K -$7.77K -99 -2%
ASRS
147
Arizona State Retirement System
Arizona
$455K +$4.16K +53 +0.8%
TSS
148
Two Sigma Securities
New York
$448K +$263K +3,354 +115%
Royal Bank of Canada
149
Royal Bank of Canada
Ontario, Canada
$434K -$165K -2,106 -26%
Acadian Asset Management
150
Acadian Asset Management
Massachusetts
$425K -$1.33M -16,936 -74%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.