We are live on ! Find out more
APOG icon

Apogee Enterprises
APOG

211 hedge funds and large institutions have $1.13B invested in Apogee Enterprises in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 78 increasing their positions, 65 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

20% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 65

19% more capital invested

Capital invested by funds: $953M → $1.13B (+$181M)

5% more funds holding

Funds holding: 201 → 211 (+10)

4.53% more ownership

Funds ownership: 91.7% → 96.23% (+4.5%)

20% less call options, than puts

Call options by funds: $2.9M | Put options by funds: $3.6M

Holders
211
Holders Change
+10
Holders Change %
+4.98%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
78
Reduced
65
Closed
15
Calls
$2.9M
Puts
$3.6M
Net Calls
-$705K
Net Calls Change
+$565K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$35M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$10.3M
3
BlackRock
BlackRock
New York
+$9.24M
4
N
Nuveen
North Carolina
+$6.65M
5
American Century Companies
American Century Companies
Missouri
+$5.8M

Top Sellers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
-$48.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$2.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.23M
4
Millennium Management
Millennium Management
New York
-$1.18M
5
Norges Bank
Norges Bank
Norway
-$1.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
176
KBC Group
Belgium
$47K – – –
Ohio Public Employees Retirement System (OPERS)
177
Ohio Public Employees Retirement System (OPERS)
Ohio
$43.5K +$140 +3 +0.4%
FCA
178
FinTrust Capital Advisors
South Carolina
$40K – – –
EC
179
EntryPoint Capital
New York
$37.8K +$32.9K +707 New
GI
180
GAMMA Investing
California
$30.8K +$27.2K +584 New
WTG
181
West Tower Group
Virginia
$30.8K +$16.8K +361 +167%
PAS
182
Point72 Asia (Singapore)
Singapore
$29.4K +$25.7K +551 New
TFA
183
Toth Financial Advisory
Virginia
$26.7K – – –
Russell Investments Group
184
Russell Investments Group
United Kingdom
$17K -$96.6K -2,074 -87%
Point72 Asset Management
185
Point72 Asset Management
Connecticut
$16K -$35.9K -772 -72%
EWA
186
EverSource Wealth Advisors
Alabama
$13.8K +$512 +11 +4%
Robeco Institutional Asset Management
187
Robeco Institutional Asset Management
Netherlands
$13.7K +$12K +257 New
Carson Wealth (CWM LLC)
188
Carson Wealth (CWM LLC)
Nebraska
$12K -$1.49K -32 -12%
VCM
189
Versant Capital Management
Arizona
$11.1K -$2.28K -49 -19%
QCG
190
Quadrant Capital Group
Ohio
$9.94K +$4.94K +106 +133%
HT
191
Headlands Technologies
Illinois
$9.29K +$8.1K +174 New
Allspring Global Investments
192
Allspring Global Investments
North Carolina
$8.54K -$94.5K -2,029 -93%
QL
193
Quarry LP
New York
$6.78K -$18.6K -400 -76%
AF
194
Advisornet Financial
Minnesota
$5.66K – – –
GG
195
Gleason Group
Kentucky
$5.63K – – –
BBPWM
196
Blue Bell Private Wealth Management
Pennsylvania
$5.34K – – –
FP
197
Financial Perspectives
Minnesota
$5.34K – – –
LF
198
Lee Financial
Texas
$5.02K – – –
IPW
199
Impact Partnership Wealth
Georgia
$3.52K – – –
CTC
200
Cetera Trust Company
Minnesota
$3.42K +$2.98K +64 New
6 7
8
9 10

APOG Hedge Fund Activity: Q4 2023 in Review

211 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2023, worth a combined $1.13B — up 19% from $953M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new APOG positions and 15 closed out — a net gain of 11 holders — while 78 added to existing stakes and 65 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $35M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, exiting entirely with an estimated $48.2M sold.

  • 211 institutional investors held Apogee Enterprises (APOG) as of Q4 2023, up from 201 in Q3 2023.
  • Funds reported $1.13B of Apogee Enterprises stock for Q4 2023, up 19% quarter-over-quarter.
  • 26 funds opened new Apogee Enterprises positions in Q4 2023 and 15 closed out, a net change of +11 holders.
  • The largest Apogee Enterprises buyer in Q4 2023 was Morgan Stanley, an estimated $35M added.
  • The largest Apogee Enterprises seller in Q4 2023 was Barrow, Hanley, Mewhinney & Strauss, an estimated $48.2M sold.

Based on aggregated 13F filings for Q4 2023.