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Apogee Enterprises
APOG

Overview Fund Activity

198 hedge funds and large institutions have $821M invested in Apogee Enterprises in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 70 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+11
Holders Change %
+5.88%
% of All Funds
3.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
70
Reduced
70
Closed
7
Calls
$862K
Puts
$728K
Net Calls
+$134K
Net Calls Change
+$597K

Top Buyers

1
Millennium Management
Millennium Management
New York
$14.3M
2
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
$5.35M
3
BlackRock
BlackRock
New York
$170M
4
Norges Bank
Norges Bank
Norway
$13.5M
5
HIM
Hillsdale Investment Management
Ontario, Canada
$4.01M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$29.1M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
$4.98M
3
State Street
State Street
Massachusetts
$49.9M
4
UBS AM
UBS AM
Illinois
$0
5
NSIM
North Star Investment Management
Illinois
$1.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
176
Versant Capital Management
Arizona
$11.4K – – –
TWA
177
TCI Wealth Advisors
Arizona
$11.1K – – –
QL
178
Quarry LP
New York
$7.2K +$7.2K +162 New
QCG
179
Quadrant Capital Group
Ohio
$6K – – –
GG
180
Gleason Group
Kentucky
$4.58K +$44 +1 +1%
FP
181
Financial Perspectives
Minnesota
$4.45K – – –
BBPWM
182
Blue Bell Private Wealth Management
Pennsylvania
$4.45K – – –
LF
183
Lee Financial
Texas
$4.18K – – –
PFBT
184
Parkside Financial Bank & Trust
Missouri
$4.14K – – –
Carson Wealth (CWM LLC)
185
Carson Wealth (CWM LLC)
Nebraska
$4K +$317 +8 +9%
EI
186
Ellevest Inc
New York
$3.38K -$978 -22 -22%
PA
187
Parallel Advisors
California
$2.05K – – –
RFG
188
RFP Financial Group
Georgia
$1.11K +$1.11K +25 New
LC
189
Lindbrook Capital
California
$845 +$845 +19 New
FMII
190
Farmers & Merchants Investments Inc
Nebraska
$667 – – –
S
191
SignatureFD
Georgia
$534 – – –
FHA
192
First Horizon Advisors
Tennessee
$445 – – –
FFA
193
Farther Finance Advisors
California
$400 +$400 +9 New
GWS
194
Glassman Wealth Services
Virginia
$267 – – –
ECM
195
Everence Capital Management
Indiana
$210 +$210 +4,720 New
SWA
196
Sutton Wealth Advisors
Florida
$89 – – –
NA
197
NewEdge Advisors
Louisiana
$2 +$2 +50 New
UBS AM
198
UBS AM
Illinois
– -$1.27M -33,157 Closed
Skandinaviska Enskilda Banken (SEB)
199
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$902K -23,600 Closed
VI
200
Versor Investments
New York
– -$354K -9,252 Closed
5 6 7
8
9