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Apogee Enterprises
APOG

211 hedge funds and large institutions have $1.13B invested in Apogee Enterprises in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

19% more capital invested

Capital invested by funds: $953M → $1.13B (+$181M)

5% more funds holding

Funds holding: 201 → 211 (+10)

4.53% more ownership

Funds ownership: 91.7% → 96.23% (+4.5%)

20% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.6M

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
78
Reduced
65
Closed
15
Calls
$2.9M
Puts
$3.6M
Net Calls
-$705K
Net Calls Change
+$565K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$10.3M
3
BlackRock
BlackRock
New York
+$9.24M
4
N
Nuveen
North Carolina
+$6.65M
5
American Century Companies
American Century Companies
Missouri
+$5.8M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$48.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.23M
4
Millennium Management
Millennium Management
New York
-$1.18M
5
Norges Bank
Norges Bank
Norway
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
151
EMC Capital Management
Texas
$287K – – –
BC
152
Burney Company
Virginia
$280K – – –
Man Group
153
Man Group
United Kingdom
$277K +$241K +5,182 New
LPL Financial
154
LPL Financial
California
$274K +$13.1K +282 +6%
Skandinaviska Enskilda Banken (SEB)
155
Skandinaviska Enskilda Banken (SEB)
Sweden
$262K – – –
COPPSERS
156
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$254K -$465K -9,997 -68%
Public Employees Retirement Association of Colorado
157
Public Employees Retirement Association of Colorado
Colorado
$233K -$54K -1,160 -21%
VA
158
Vident Advisory
Georgia
$228K +$199K +4,277 New
CC
159
Centiva Capital
New York
$227K -$115K -2,471 -37%
Lazard Asset Management
160
Lazard Asset Management
New York
$216K +$7.08K +152 +4%
MCM
161
MAI Capital Management
Ohio
$212K +$185K +3,966 New
Handelsbanken Fonder
162
Handelsbanken Fonder
Sweden
$211K +$184K +3,944 New
PK
163
Pflug Koory
Nebraska
$211K +$4.66K +100 +3%
MOACM
164
Mutual of America Capital Management
New York
$206K +$180K +3,863 New
AI
165
AXS Investments
New York
$176K – – –
AIP
166
Ameritas Investment Partners
Nebraska
$117K – – –
Osaic Holdings
167
Osaic Holdings
Arizona
$109K -$26K -558 -21%
SAM
168
Shell Asset Management
Netherlands
$93K -$26.3K -564 -25%
VI
169
Vestcor Inc
New Brunswick, Canada
$88K – – –
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$77.1K -$22.9K -491 -25%
C
171
Covestor
United Kingdom
$71K -$3.91K -84 -6%
MLICM
172
Metropolitan Life Insurance Company (MetLife)
New York
$67.5K – – –
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$65.7K -$2.89K -62 -5%
DekaBank Deutsche Girozentrale
174
DekaBank Deutsche Girozentrale
Germany
$63K – – –
Amundi
175
Amundi
France
$49.4K – – –
5 6
7
8 9

APOG Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2023, worth a combined $1.13B — up 19% from $953M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APOG positions and 15 closed out — a net gain of 11 holders — while 78 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $48.2M sold.

  • 211 institutional investors held Apogee Enterprises (APOG) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.13B of Apogee Enterprises stock for Q4 2023, up 19% quarter-over-quarter.
  • 26 funds opened new Apogee Enterprises positions in Q4 2023 and 15 closed out, a net change of +11 holders.
  • The largest Apogee Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $35M added.
  • The largest Apogee Enterprises seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $48.2M sold.

Based on aggregated 13F filings for Q4 2023.