APOG icon

Apogee Enterprises
APOG

Overview Fund Activity

195 hedge funds and large institutions have $974M invested in Apogee Enterprises in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 62 increasing their positions, 72 reducing their positions, and 29 closing their positions.

Holders
195
Holders Change
-10
Holders Change %
-4.88%
% of All Funds
4.23%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
20
Increased
62
Reduced
72
Closed
29
Calls
$5.37M
Puts
$4.16M
Net Calls
+$1.21M
Net Calls Change
+$275K

Top Buyers

1
LSV Asset Management
1
LSV Asset Management
Illinois
$18.3M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$10.1M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$5.54M
4
PI
4
Putnam Investments
Massachusetts
$4.42M
5
WHG
5
Westwood Holdings Group
Texas
$18.5M

Top Sellers

1
DRZID
1
DePrince Race & Zollo Inc (DRZ)
Florida
$1.37M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$380K
3
BlackRock
3
BlackRock
New York
$149M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$103M
5
Wells Fargo
5
Wells Fargo
California
$9.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$10K +$4.21K +114 +73%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$8K – – –
TL
178
TrueWealth LLC
Georgia
$7K -$13.6K -384 -66%
BWP
179
Baldwin Wealth Partners
Massachusetts
$4K – – –
TWA
180
TCI Wealth Advisors
Arizona
$4K +$566 +14 +16%
WAM
181
Wealthspire Advisors (Maryland)
Maryland
$3K -$247 -6 -8%
TCM
182
Tradewinds Capital Management
Washington
$3K – – –
FHA
183
Flagship Harbor Advisors
Massachusetts
$3K +$35 +1 +1%
OWA
184
One Wealth Advisors
California
$3K +$3K +72 New
AF
185
Allworth Financial
California
$2K – – –
S
186
SignatureFD
Georgia
$2K – – –
QCG
187
Quadrant Capital Group
Ohio
$2K – – –
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.31K +38 +190%
SWM
189
SeaCrest Wealth Management
New York
$2K +$2K +41 New
NFG
190
Next Financial Group
Texas
$2K +$1.85K +50 +1,250%
NFH
191
NEXT Financial Holdings
Texas
$2K +$2K +54 New
AF
192
Advisornet Financial
Minnesota
$1K – – –
PFBT
193
Parkside Financial Bank & Trust
Missouri
$1K +$364 +8 +57%
GWS
194
Glassman Wealth Services
Virginia
$1K +$1K +27 New
VIA
195
Vident Investment Advisory
Georgia
– -$1.33M -44,696 Closed
NAP
196
New Amsterdam Partners
New York
– -$1.24M -41,469 Closed
TI
197
Trexquant Investment
Connecticut
– -$1.16M -38,720 Closed
Canada Life
198
Canada Life
Manitoba, Canada
– -$1.02M -37,085 Closed
AL
199
AJO LP
Pennsylvania
– -$899K -30,132 Closed
SCM
200
Sterling Capital Management
North Carolina
– -$660K -22,127 Closed
5 6 7
8
9