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Apogee Enterprises
APOG

Overview Fund Activity

172 hedge funds and large institutions have $930M invested in Apogee Enterprises in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 22 closing their positions.

Holders
172
Holders Change
–
Holders Change %
0%
% of All Funds
3.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
49
Reduced
64
Closed
22
Calls
$2.43M
Puts
$4.54M
Net Calls
-$2.11M
Net Calls Change
-$2.87M

Top Buyers

1
Franklin Resources
1
Franklin Resources
California
$76.8M
2
RA
2
Royce & Associates
New York
$16.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$21.7M
4
BlackRock
4
BlackRock
New York
$176M
5
AAMU
5
Amundi Asset Management US
Massachusetts
$7.94M

Top Sellers

1
Arrowstreet Capital
1
Arrowstreet Capital
Massachusetts
$448K
2
CVA
2
Ceredex Value Advisors
Florida
$0
3
Barrow, Hanley, Mewhinney & Strauss
3
Barrow, Hanley, Mewhinney & Strauss
Texas
$73.6M
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$16.2M
5
Norges Bank
5
Norges Bank
Norway
$14.3M
Name Market Value Shares Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$11K 258 +63 +32%
EVM
152
Eaton Vance Management
Massachusetts
$11K 269 +269 New
MAM
153
Meeder Asset Management
Ohio
$8K 199 -41 -17%
GLLW
154
Graves Light Lenhart Wealth
Virginia
$8K 193 – –
TWA
155
TCI Wealth Advisors
Arizona
$7K 162 – –
BCA
156
Berman Capital Advisors
Georgia
$7K 185 – –
QCG
157
Quadrant Capital Group
Ohio
$6K 148 – –
EI
158
Ellevest Inc
New York
$5K 128 -19 -13%
PFBT
159
Parkside Financial Bank & Trust
Missouri
$4K 87 – –
S
160
SignatureFD
Georgia
$4K 100 +100 New
WAP
161
Wealthcare Advisory Partners
Pennsylvania
$4K 100 +100 New
TCM
162
Tradewinds Capital Management
Washington
$3K 71 – –
IAIM
163
International Assets Investment Management
Florida
$3K 106 – –
FHA
164
First Horizon Advisors
Tennessee
$3K 94 +16 +21%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$2K 58 – –
TFO
166
Tarbox Family Office
California
$2K 51 – –
BWA
167
BDO Wealth Advisors
Florida
$1K 17 – –
CFB
168
Cullen/Frost Bankers
Texas
$1K 25 – –
AIG
169
American International Group
New York
$701 17,156 -231 -1%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$125 3,050 – –
CVA
171
Ceredex Value Advisors
Florida
– – -301,684 Closed
RIA
172
Realta Investment Advisors
Delaware
– – -133,735 Closed
AIMCA
173
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– – -129,886 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
174
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– – -69,000 Closed
Acadian Asset Management
175
Acadian Asset Management
Massachusetts
– – -54,681 Closed
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