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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
151
EMC Capital Management
Texas
$415K -$1.43M -18,184 -76%
KeyBank National Association
152
KeyBank National Association
Ohio
$414K -$21.4K -273 -4%
3F
153
360 Financial
Minnesota
$410K -$8.01K -102 -2%
SEI Investments
154
SEI Investments
Pennsylvania
$409K -$1.46M -18,557 -76%
Grantham, Mayo, Van Otterloo & Co (GMO)
155
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$400K
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$396K +$197K +2,504 +82%
NRD
157
Nebula Research & Development
New York
$392K +$148K +1,882 +52%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$369K
CWM
159
Congress Wealth Management
Massachusetts
$344K -$406K -5,175 -52%
PFSRSONJ
160
Police & Firemen's Retirement System of New Jersey
New Jersey
$342K +$376K +4,791 New
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$334K -$314 -4 -0.1%
BA
162
Ballast Advisors
Minnesota
$333K
Lazard Asset Management
163
Lazard Asset Management
New York
$329K +$121K +1,538 +50%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
164
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$321K -$1.37M -17,500 -80%
Russell Investments Group
165
Russell Investments Group
United Kingdom
$307K
EI
166
Ethic Inc
New York
$304K +$62.5K +796 +23%
LPL Financial
167
LPL Financial
California
$304K +$42.5K +541 +15%
SOW
168
State of Wyoming
Wyoming
$303K +$83.6K +1,065 +33%
RF
169
RHS Financial
California
$302K -$116K -1,483 -26%
Marshall Wace
170
Marshall Wace
United Kingdom
$299K +$328K +4,183 New
CCIA
171
Campbell & Co Investment Adviser
Maryland
$296K +$325K +4,141 New
JIC
172
Johnson Investment Counsel
Ohio
$283K
PK
173
Pflug Koory
Nebraska
$282K
Public Employees Retirement Association of Colorado
174
Public Employees Retirement Association of Colorado
Colorado
$281K
FGP
175
Freestone Grove Partners
California
$276K +$304K +3,868 New

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.