Apogee Enterprises
APOG
175 hedge funds and large institutions have $1.09B invested in Apogee Enterprises in 2021 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 44 increasing their positions, 67 reducing their positions, and 12 closing their positions.
569% more call options, than puts
Call options by funds: $2.73M | Put options by funds: $409K
133% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 12
26% more capital invested
Capital invested by funds: $864M → $1.09B (+$228M)
9% more funds holding
Funds holding: 161 → 175 (+14)
0.02% more ownership
Funds ownership: 89.64% → 89.66% (+0.02%)
34% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 67
Top Buyers
| 1 |
BlackRock
New York
|
+$3.1M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$2.95M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$2.27M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$1.02M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
+$960K |
Top Sellers
| 1 |
LSV Asset Management
Chicago,
Illinois
|
-$5.31M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$4.32M |
| 3 |
Bank of New York Mellon
New York
|
-$3.36M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$2.16M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QC
176
Quantedge Capital
Singapore
| – | -$336K | -8,900 | Closed |
|
|
SFI
177
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$317K | -8,389 | Closed |
|
178
Assenagon Asset Management
Senningerberg,
Luxembourg
| – | -$310K | -8,215 | Closed |
|
179
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$294K | -7,783 | Closed |
|
|
GC
180
Guggenheim Capital
Chicago,
Illinois
| – | -$241K | -6,388 | Closed |
|
181
SEI Investments
Oaks,
Pennsylvania
| – | -$230K | -6,100 | Closed |
|
182
Nisa Investment Advisors
St. Louis,
Missouri
| – | -$115 | -3,050 | Closed |
|
|
HI
183
Harbour Investments
Madison,
Wisconsin
| – | -$42K | -1,106 | Closed |
|
|
MAM
184
Meeder Asset Management
Dublin,
Ohio
| – | -$8K | -202 | Closed |
|
185
Rockefeller Capital Management
New York
| – | -$3K | -91 | Closed |
|
|
EBA
186
Eagle Bay Advisors
New York
| – | -$1K | -36 | Closed |
|
APOG Hedge Fund Activity: Q4 2021 in Review
175 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2021, worth a combined $1.09B — up 26% from $864M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new APOG positions and 12 closed out — a net gain of 16 holders — while 44 added to existing stakes and 67 trimmed.
The largest buyer was BlackRock, adding an estimated $3.1M. The largest seller was LSV Asset Management, cutting an estimated $5.31M.
- 175 institutional investors held Apogee Enterprises (APOG) as of Q4 2021, up from 161 in Q3 2021.
- Funds reported $1.09B of Apogee Enterprises stock for Q4 2021, up 26% quarter-over-quarter.
- 28 funds opened new Apogee Enterprises positions in Q4 2021 and 12 closed out, a net change of +16 holders.
- The largest Apogee Enterprises buyer in Q4 2021 was BlackRock, an estimated $3.1M added.
- The largest Apogee Enterprises seller in Q4 2021 was LSV Asset Management, an estimated $5.31M sold.
Based on aggregated 13F filings for Q4 2021.