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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
EP
176
Edgestream Partners
New Jersey
$274K +$301K +3,830 New
BHCM
177
Brevan Howard Capital Management
Jersey
$263K +$40.4K +514 +16%
TRCT
178
Tower Research Capital (TRC)
New York
$262K +$109K +1,385 +61%
GCM
179
Gallacher Capital Management
Colorado
$257K +$3.69K +47 +1%
CC
180
Centiva Capital
New York
$257K +$7.69K +98 +3%
MOACM
181
Mutual of America Capital Management
New York
$237K +$1.96K +25 +0.8%
VI
182
Versor Investments
New York
$237K -$346K -4,406 -57%
Envestnet Asset Management
183
Envestnet Asset Management
Illinois
$228K +$251K +3,192 New
VPIM
184
Vanguard Personalized Indexing Management
California
$226K +$248K +3,159 New
CG
185
Caprock Group
Idaho
$225K +$248K +3,154 New
Corient Private Wealth
186
Corient Private Wealth
Florida
$223K +$14.8K +189 +6%
RRCM
187
Rappaport Reiches Capital Management
Illinois
$222K -$51.2K -652 -17%
HCA
188
Hyperion Capital Advisors
New York
$221K
CIP
189
Cornerstone Investment Partners
Georgia
$221K -$2.35K -30 -1%
UCI
190
Uncommon Cents Investing
Wisconsin
$214K
Pictet Asset Management
191
Pictet Asset Management
Switzerland
$212K
Handelsbanken Fonder
192
Handelsbanken Fonder
Sweden
$210K
AIP
193
Ameritas Investment Partners
Nebraska
$157K
TWC
194
TD Waterhouse Canada
Ontario, Canada
$142K
Nisa Investment Advisors
195
Nisa Investment Advisors
Missouri
$130K +$3.61K +46 +3%
Carson Wealth (CWM LLC)
196
Carson Wealth (CWM LLC)
Nebraska
$127K +$49.2K +627 +55%
SAM
197
Shell Asset Management
Netherlands
$110K -$628 -8 -0.5%
VI
198
Vestcor Inc
New Brunswick, Canada
$106K +$116K +1,480 New
FFA
199
Farther Finance Advisors
California
$104K +$8.09K +103 +8%
PNC Financial Services Group
200
PNC Financial Services Group
Pennsylvania
$98.6K +$5.1K +65 +5%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.