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Apogee Enterprises
APOG

Overview Fund Activity

161 hedge funds and large institutions have $864M invested in Apogee Enterprises in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 42 increasing their positions, 71 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
-10
Holders Change %
-5.85%
% of All Funds
2.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
42
Reduced
71
Closed
21
Calls
$2.14M
Puts
$3.15M
Net Calls
-$1.01M
Net Calls Change
+$4.15M

Top Buyers

1
PAMP
1
Polar Asset Management Partners
Ontario, Canada
$14.3M
2
SBH
2
Segall Bryant & Hamill
Illinois
$33.6M
3
Franklin Resources
3
Franklin Resources
California
$85.5M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$6.4M
5
OC
5
Oppenheimer & Co
New York
$2.07M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$11.6M
2
BlackRock
2
BlackRock
New York
$153M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$0
4
Federated Hermes
4
Federated Hermes
Pennsylvania
$2.83M
5
Amundi
5
Amundi
France
$3.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
FP
151
Financial Perspectives
Minnesota
$3.78K – – –
TCM
152
Tradewinds Capital Management
Washington
$3K – – –
FHA
153
First Horizon Advisors
Tennessee
$3K +$288 +10 +11%
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$3K +$3K +91 New
TFO
155
Tarbox Family Office
California
$2K – – –
Fifth Third Bancorp
156
Fifth Third Bancorp
Ohio
$2K +$2K +55 New
EBA
157
Eagle Bay Advisors
New York
$1K – – –
CFB
158
Cullen/Frost Bankers
Texas
$1K – – –
Nisa Investment Advisors
159
Nisa Investment Advisors
Missouri
$115 – – –
BGIM
160
Brandywine Global Investment Management
Pennsylvania
– -$4.5M -110,534 Closed
DIA
161
Dean Investment Associates
Ohio
– -$1.58M -38,750 Closed
CIC
162
Cornercap Investment Counsel
Georgia
– -$1.33M -32,744 Closed
ETC
163
Exchange Traded Concepts
Oklahoma
– -$1.18M -29,064 Closed
DCM
164
Dean Capital Management
Kansas
– -$1.03M -25,389 Closed
KWM
165
Kingsview Wealth Management
Oregon
– -$767K -18,426 Closed
EGM
166
Engineers Gate Manager
New York
– -$633K -15,537 Closed
Balyasny Asset Management
167
Balyasny Asset Management
Illinois
– -$404K -9,920 Closed
D.E. Shaw & Co
168
D.E. Shaw & Co
New York
– -$331K -8,118 Closed
VHAM
169
Van Hulzen Asset Management
California
– -$316K -7,749 Closed
RJFSA
170
Raymond James Financial Services Advisors
Florida
– -$280K -6,883 Closed
HSBC Holdings
171
HSBC Holdings
United Kingdom
– -$254K -6,221 Closed
WG
172
Winton Group
United Kingdom
– -$252K -6,187 Closed
E
173
Ergoteles
New York
– -$228K -5,600 Closed
Creative Planning
174
Creative Planning
Kansas
– -$220K -5,390 Closed
BC
175
Burney Company
Virginia
– -$214K -5,250 Closed
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