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Apogee Enterprises
APOG

Overview Fund Activity

181 hedge funds and large institutions have $784M invested in Apogee Enterprises in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 89 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+8
Holders Change %
+4.62%
% of All Funds
3.06%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
32
Reduced
89
Closed
16
Calls
$859K
Puts
$1.49M
Net Calls
-$631K
Net Calls Change
-$1.14M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$5.44M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.98M
3
CSS
3
Cubist Systematic Strategies
Connecticut
$4.86M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$11.5M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$9.39M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
1
Barrow, Hanley, Mewhinney & Strauss
Texas
$44.2M
2
BlackRock
2
BlackRock
New York
$148M
3
Franklin Resources
3
Franklin Resources
California
$51.6M
4
KTA
4
Keeley-Teton Advisors
Illinois
$298K
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$108M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
151
FinTrust Capital Advisors
South Carolina
$45K +$45K +1,119 New
PNC Financial Services Group
152
PNC Financial Services Group
Pennsylvania
$42K -$510 -13 -1%
SCA
153
Stonebridge Capital Advisors
Minnesota
$39K – – –
GWM
154
Geneos Wealth Management
Colorado
$39K – – –
UBS Group
155
UBS Group
Switzerland
$28K -$290K -7,303 -91%
Amundi
156
Amundi
France
$28K – – –
Royal Bank of Canada
157
Royal Bank of Canada
Ontario, Canada
$27K -$94.2K -2,401 -78%
TFA
158
Toth Financial Advisory
Virginia
$20K – – –
Simplex Trading
159
Simplex Trading
Illinois
$19K +$14.7K +393 +339%
EWA
160
EverSource Wealth Advisors
Alabama
$13K – – –
OIA
161
Optimum Investment Advisors
Illinois
$12K – – –
MAM
162
Meeder Asset Management
Ohio
$11K +$923 +23 +9%
VCM
163
Versant Capital Management
Arizona
$10K – – –
TWA
164
TCI Wealth Advisors
Arizona
$10K – – –
QCG
165
Quadrant Capital Group
Ohio
$6K – – –
EI
166
Ellevest Inc
New York
$4K -$898 -22 -18%
LF
167
Lee Financial
Texas
$4K – – –
BBPWM
168
Blue Bell Private Wealth Management
Pennsylvania
$4K – – –
PFBT
169
Parkside Financial Bank & Trust
Missouri
$4K – – –
GG
170
Gleason Group
Kentucky
$4K +$4K +102 New
FP
171
Financial Perspectives
Minnesota
$3.92K – – –
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
Fifth Third Bancorp
173
Fifth Third Bancorp
Ohio
$1K -$2.43K -34 -71%
CFB
174
Cullen/Frost Bankers
Texas
$1K – – –
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$636 -$196 -4,717 -24%
4 5 6
7
8