Apogee Enterprises
APOG
172 hedge funds and large institutions have $930M invested in Apogee Enterprises in 2021 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 64 reducing their positions, and 22 closing their positions.
27% more capital invested
Capital invested by funds: $731M → $930M (+$199M)
5% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 22
0.07% more ownership
Funds ownership: 87.48% → 87.55% (+0.07%)
0% more funds holding
Funds holding: 172 → 172 (0)
23% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 64
47% less call options, than puts
Call options by funds: $2.42M | Put options by funds: $4.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$21M |
| 2 |
RA
Royce & Associates
New York
|
+$11.3M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$10.9M |
| 4 |
BlackRock
New York
|
+$7.94M |
| 5 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$3.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.6M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$9.56M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$6.55M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.05M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$4.69M |
APOG Hedge Fund Activity: Q1 2021 in Review
172 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2021, worth a combined $930M — up 27% from $731M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new APOG positions and 22 closed out — a net gain of 1 holder — while 49 added to existing stakes and 64 trimmed.
The largest buyer was Franklin Resources, adding an estimated $21M. The largest seller was Arrowstreet Capital, cutting an estimated $11.6M.
- 172 institutional investors held Apogee Enterprises (APOG) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $930M of Apogee Enterprises stock for Q1 2021, up 27% quarter-over-quarter.
- 23 funds opened new Apogee Enterprises positions in Q1 2021 and 22 closed out, a net change of +1 holder.
- The largest Apogee Enterprises buyer in Q1 2021 was Franklin Resources, an estimated $21M added.
- The largest Apogee Enterprises seller in Q1 2021 was Arrowstreet Capital, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.