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Apogee Enterprises
APOG

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224 → 241 (+17)

1.14% more ownership

Funds ownership: 92.33% → 93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K

Top Buyers

1
Invesco
Invesco
Georgia
+$6.62M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.29M
3
American Century Companies
American Century Companies
Missouri
+$5.43M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$4.33M
5
Goldman Sachs
Goldman Sachs
New York
+$4.29M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$8.73M
2
TI
Trexquant Investment
Connecticut
-$4.11M
3
JP Morgan Chase
JP Morgan Chase
New York
-$3.52M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.52M
5
LSV Asset Management
LSV Asset Management
Illinois
-$2.46M
Name Holding Trade Value Shares
Change 		Change in
Stake
Zurich Cantonal Bank
151
Zurich Cantonal Bank
Switzerland
$347K – – –
COPPSERS
152
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$328K -$5.21K -81 -2%
BA
153
Ballast Advisors
Minnesota
$327K – – –
BFM
154
Boothbay Fund Management
New York
$316K +$290K +4,510 New
Russell Investments Group
155
Russell Investments Group
United Kingdom
$301K +$451 +7 +0.2%
JIC
156
Johnson Investment Counsel
Ohio
$278K – – –
PK
157
Pflug Koory
Nebraska
$276K +$254K +3,945 New
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$275K – – –
YIH
159
Y-Intercept (HK)
Hong Kong
$275K +$252K +3,922 New
RRCM
160
Rappaport Reiches Capital Management
Illinois
$263K – – –
LPL Financial
161
LPL Financial
California
$260K -$85.7K -1,332 -26%
NRD
162
Nebula Research & Development
New York
$252K +$232K +3,606 New
GCM
163
Gallacher Capital Management
Colorado
$249K +$5.08K +79 +2%
CC
164
Centiva Capital
New York
$245K +$225K +3,501 New
MOACM
165
Mutual of America Capital Management
New York
$231K -$21.8K -339 -9%
SOW
166
State of Wyoming
Wyoming
$223K -$33.5K -521 -14%
Mackenzie Financial
167
Mackenzie Financial
Ontario, Canada
$222K +$204K +3,174 New
BHCM
168
Brevan Howard Capital Management
Jersey
$222K +$204K +3,169 New
HT
169
Headlands Technologies
Illinois
$219K +$6.44K +100 +3%
CIP
170
Cornerstone Investment Partners
Georgia
$218K +$201K +3,119 New
HCA
171
Hyperion Capital Advisors
New York
$217K +$200K +3,100 New
Lazard Asset Management
172
Lazard Asset Management
New York
$214K – – –
Wealth Enhancement Advisory Services
173
Wealth Enhancement Advisory Services
Minnesota
$213K +$196K +3,045 New
UCI
174
Uncommon Cents Investing
Wisconsin
$210K +$193K +3,000 New
Pictet Asset Management
175
Pictet Asset Management
Switzerland
$208K +$191K +2,965 New
5 6
7
8 9

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.