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Apogee Enterprises
APOG

Overview Fund Activity

208 hedge funds and large institutions have $939M invested in Apogee Enterprises in 2023 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 67 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+6
Holders Change %
+2.97%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
67
Reduced
68
Closed
19
Calls
$1.03M
Puts
$1.13M
Net Calls
-$105K
Net Calls Change
-$1.31M

Top Buyers

1
BlackRock
BlackRock
New York
$194M
2
Vanguard Group
Vanguard Group
Pennsylvania
$145M
3
Morgan Stanley
Morgan Stanley
New York
$19.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
$3.96M
5
Renaissance Technologies
Renaissance Technologies
New York
$2.18M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$630K
2
Wellington Management Group
Wellington Management Group
Massachusetts
$0
3
Millennium Management
Millennium Management
New York
$14.4M
4
Franklin Resources
Franklin Resources
California
$872K
5
SBH
Segall Bryant & Hamill
Illinois
$37.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
201
Hantz Financial Services
Michigan
$1K -$1.25K -35 -56%
Bessemer Group
202
Bessemer Group
New Jersey
$1K +$1K +31 New
FMII
203
Farmers & Merchants Investments Inc
Nebraska
$854 – – –
S
204
SignatureFD
Georgia
$570 -$7.7K -162 -93%
FHA
205
First Horizon Advisors
Tennessee
$475 – – –
FFA
206
Farther Finance Advisors
California
$427 – – –
GWS
207
Glassman Wealth Services
Virginia
$285 – – –
ECM
208
EMC Capital Management
Texas
$122 +$41 +2,730 +51%
Wellington Management Group
209
Wellington Management Group
Massachusetts
– -$9.64M -222,981 Closed
LTAS
210
Linden Thomas Advisory Services
North Carolina
– -$1.38M -31,860 Closed
CIC
211
Cornercap Investment Counsel
Georgia
– -$984K -22,762 Closed
JCIA
212
Jackson Creek Investment Advisors
Colorado
– -$944K -21,821 Closed
UA
213
Unison Advisors
District of Columbia
– -$886K -20,484 Closed
E
214
Ergoteles
New York
– -$584K -13,504 Closed
RA
215
Royce & Associates
New York
– -$511K -11,809 Closed
Victory Capital Management
216
Victory Capital Management
Texas
– -$340K -7,856 Closed
SG Americas Securities
217
SG Americas Securities
New York
– -$340K -7,853 Closed
ECM
218
ExodusPoint Capital Management
New York
– -$338K -7,824 Closed
OR
219
Olympiad Research
Connecticut
– -$337K -7,793 Closed
YIH
220
Y-Intercept (HK)
Hong Kong
– -$313K -7,240 Closed
BFM
221
Boothbay Fund Management
New York
– -$300K -6,942 Closed
MCM
222
MAI Capital Management
Ohio
– -$214K -4,952 Closed
TWA
223
TCI Wealth Advisors
Arizona
– -$10.8K -249 Closed
Cerity Partners
224
Cerity Partners
New York
– -$982K -104 Closed
EI
225
Ellevest Inc
New York
– -$4.2K -97 Closed
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