Apogee Enterprises
APOG
144 hedge funds and large institutions have $962M invested in Apogee Enterprises in 2013 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 45 increasing their positions, 58 reducing their positions, and 8 closing their positions.
880% more call options, than puts
Call options by funds: $2.18M | Put options by funds: $222K
238% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $798M → $962M (+$165M)
15% more funds holding
Funds holding: 125 → 144 (+19)
22% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$33.2M |
| 2 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$19.4M |
| 3 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$19.2M |
| 4 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
+$15.7M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$10.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$42.8M |
| 2 |
State Street
Boston,
Massachusetts
|
-$27M |
| 3 |
RA
Royce & Associates
New York
|
-$11.8M |
| 4 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$8.82M |
| 5 |
SCM
SG Capital Management
Chicago,
Illinois
|
-$8.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
ProShare Advisors
Bethesda,
Maryland
| – | -$558K | -18,803 | Closed |
|
|
MWNA
152
Marshall Wace North America
New York
| – | -$252K | -8,489 | Closed |
|
|
EMG
153
Ellington Management Group
Old Greenwich,
Connecticut
| – | -$216K | -7,300 | Closed |
|
APOG Hedge Fund Activity: Q4 2013 in Review
144 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2013, worth a combined $962M — up 21% from $798M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new APOG positions and 8 closed out — a net gain of 19 holders — while 45 added to existing stakes and 58 trimmed.
The largest buyer was Invesco, adding an estimated $33.2M. The largest seller was Wellington Management Group, cutting an estimated $42.8M.
- 144 institutional investors held Apogee Enterprises (APOG) as of Q4 2013, up from 125 in Q3 2013.
- Funds reported $962M of Apogee Enterprises stock for Q4 2013, up 21% quarter-over-quarter.
- 27 funds opened new Apogee Enterprises positions in Q4 2013 and 8 closed out, a net change of +19 holders.
- The largest Apogee Enterprises buyer in Q4 2013 was Invesco, an estimated $33.2M added.
- The largest Apogee Enterprises seller in Q4 2013 was Wellington Management Group, an estimated $42.8M sold.
Based on aggregated 13F filings for Q4 2013.