Apogee Enterprises
APOG
151 hedge funds and large institutions have $497M invested in Apogee Enterprises in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 36 closing their positions.
95% more call options, than puts
Call options by funds: $974K | Put options by funds: $499K
1.67% more ownership
Funds ownership: 88.95% → 90.62% (+1.7%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 53
12% less funds holding
Funds holding: 171 → 151 (-20)
35% less capital invested
Capital invested by funds: $768M → $497M (-$271M)
50% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 36
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YMRC
176
Yorktown Management & Research Company
Forest,
Virginia
| – | -$207K | -6,360 | Closed |
|
|
LCM
177
Laurion Capital Management
New York
| – | -$205K | -6,300 | Closed |
|
|
AB
178
Amalgamated Bank
New York
| – | -$201K | -6,194 | Closed |
|
|
PCM
179
Prelude Capital Management
New York
| – | -$68K | -2,100 | Closed |
|
180
Simplex Trading
Chicago,
Illinois
| – | -$17.1K | -586 | Closed |
|
|
MAM
181
Marquette Asset Management
Minneapolis,
Minnesota
| – | -$15K | -476 | Closed |
|
|
TWA
182
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -99 | Closed |
|
183
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$2K | -63 | Closed |
|
|
PFBT
184
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -30 | Closed |
|
|
ASN
185
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -24 | Closed |
|
|
BCA
186
Berman Capital Advisors
Atlanta,
Georgia
| – | +$848 | +29 | New |
|
|
DWM
187
Darwin Wealth Management
Tampa,
Florida
| – | +$1.34K | +46 | New |
|
APOG Hedge Fund Activity: Q1 2020 in Review
151 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2020, worth a combined $497M — down 35% from $768M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of APOG and 18 opened new positions — a net loss of 18 holders — while 53 trimmed existing stakes and 50 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $47.1M. The largest seller was Engaged Capital, cutting an estimated $16.5M.
- 151 institutional investors held Apogee Enterprises (APOG) as of Q1 2020, down from 171 in Q4 2019.
- Funds reported $497M of Apogee Enterprises stock for Q1 2020, down 35% quarter-over-quarter.
- 18 funds opened new Apogee Enterprises positions in Q1 2020 and 36 closed out, a net change of -18 holders.
- The largest Apogee Enterprises buyer in Q1 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $47.1M added.
- The largest Apogee Enterprises seller in Q1 2020 was Engaged Capital, an estimated $16.5M sold.
Based on aggregated 13F filings for Q1 2020.