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Apogee Enterprises
APOG

Overview Fund Activity

175 hedge funds and large institutions have $1.09B invested in Apogee Enterprises in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.7%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
28
Increased
44
Reduced
67
Closed
12
Calls
$2.74M
Puts
$409K
Net Calls
+$2.33M
Net Calls Change
+$3.33M

Top Buyers

1
BlackRock
BlackRock
New York
$199M
2
SBH
Segall Bryant & Hamill
Illinois
$46.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$17.2M
4
CSS
Cubist Systematic Strategies
Connecticut
$1.58M
5
American Century Companies
American Century Companies
Missouri
$5.29M

Top Sellers

1
LSV Asset Management
LSV Asset Management
Illinois
$30.4M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$0
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.5M
4
Invesco
Invesco
Georgia
$7.2M
5
Franklin Resources
Franklin Resources
California
$107M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
151
Versant Capital Management
Arizona
$12K -$1.13K -24 -9%
TWA
152
TCI Wealth Advisors
Arizona
$12K – – –
LWCFA
153
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K – – –
Lazard Asset Management
154
Lazard Asset Management
New York
$10K +$3.7K +84 +59%
QCG
155
Quadrant Capital Group
Ohio
$7K – – –
EI
156
Ellevest Inc
New York
$7K +$554 +11 +9%
LF
157
Lee Financial
Texas
$6K – – –
BBPWM
158
Blue Bell Private Wealth Management
Pennsylvania
$5K +$5K +100 New
FP
159
Financial Perspectives
Minnesota
$4.82K – – –
PFBT
160
Parkside Financial Bank & Trust
Missouri
$4K – – –
STCOSD
161
Sageworth Trust Company of South Dakota
South Dakota
$4K +$4K +78 New
FHA
162
First Horizon Advisors
Tennessee
$3K -$545 -16 -15%
TCM
163
Tradewinds Capital Management
Washington
$3K – – –
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$3K +$3K +58 New
SSB
165
Sandy Spring Bank
Maryland
$3K +$3K +61 New
TFO
166
Tarbox Family Office
California
$2K – – –
ST
167
Sageworth Trust
Pennsylvania
$1K -$3.4K -85 -77%
Fifth Third Bancorp
168
Fifth Third Bancorp
Ohio
$1K -$964 -27 -49%
CFB
169
Cullen/Frost Bankers
Texas
$1K – – –
C
170
Covestor
United Kingdom
$1K +$1K +25 New
SCA
171
Snowden Capital Advisors
New York
$1K +$1K +33 New
Manulife (Manufacturers Life Insurance)
172
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$621 +$1 +26 +0.2%
SWA
173
Sutton Wealth Advisors
Florida
$241 +$241 +5 New
CP
174
Castleview Partners
Texas
$209 +$209 +10,063 New
Hotchkis & Wiley Capital Management
175
Hotchkis & Wiley Capital Management
California
– -$4.32M -114,505 Closed
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