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Apogee Enterprises
APOG

Overview Fund Activity

172 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+13
Holders Change %
+8.18%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
43
Reduced
63
Closed
23
Calls
$3.54M
Puts
$2.78M
Net Calls
+$759K
Net Calls Change
+$788K

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$41.9M
2
BlackRock
2
BlackRock
New York
$129M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$7.71M
4
KTA
4
Keeley-Teton Advisors
Illinois
$5.34M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$3.49M

Top Sellers

1
Assenagon Asset Management
1
Assenagon Asset Management
Luxembourg
$0
2
MPI
2
Mairs & Power Inc
Minnesota
$1.42M
3
Federated Hermes
3
Federated Hermes
Pennsylvania
$16.8M
4
Barrow, Hanley, Mewhinney & Strauss
4
Barrow, Hanley, Mewhinney & Strauss
Texas
$62.5M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$753K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWPS
151
Pinnacle Wealth Planning Services
Ohio
$8K +$8K +233 New
LWCFA
152
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$18.2K -596 -72%
VCM
153
Versant Capital Management
Arizona
$6K – – –
GLLW
154
Graves Light Lenhart Wealth
Virginia
$6K +$6K +193 New
TWA
155
TCI Wealth Advisors
Arizona
$5K – – –
QCG
156
Quadrant Capital Group
Ohio
$5K – – –
BCA
157
Berman Capital Advisors
Georgia
$5K – – –
EI
158
Ellevest Inc
New York
$5K +$340 +10 +7%
FP
159
Financial Perspectives
Minnesota
$3.17K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$3K +$2.31K +67 +335%
SN
161
Sittner & Nelson
Oregon
$3K +$3K +104 New
IAIM
162
International Assets Investment Management
Florida
$3K +$3K +106 New
CAPTRUST Financial Advisors
163
CAPTRUST Financial Advisors
North Carolina
$2K -$12.5K -376 -86%
TCM
164
Tradewinds Capital Management
Washington
$2K – – –
TFO
165
Tarbox Family Office
California
$2K – – –
Carson Wealth (CWM LLC)
166
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
FHA
167
First Horizon Advisors
Tennessee
$2K +$2K +78 New
BWA
168
BDO Wealth Advisors
Florida
$1K – – –
CFB
169
Cullen/Frost Bankers
Texas
$1K +$1K +25 New
AIG
170
American International Group
New York
$551 -$14 -430 -2%
Assenagon Asset Management
171
Assenagon Asset Management
Luxembourg
– -$10.8M -506,500 Closed
Millennium Management
172
Millennium Management
New York
– -$2.44K -113,970 Closed
MWNA
173
Marshall Wace North America
New York
– -$1.42M -66,595 Closed
AL
174
AJO LP
Pennsylvania
– -$1.11M -52,082 Closed
SC
175
Skylands Capital
Wisconsin
– -$1.01M -47,450 Closed
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