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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
FHA
201
First Horizon Advisors
Tennessee
$2.08K +$1.35K +29 +290%
Bessemer Group
202
Bessemer Group
New Jersey
$2K – – –
RFG
203
RFP Financial Group
Georgia
$1.33K – – –
FFA
204
Farther Finance Advisors
California
$1.33K +$745 +16 +178%
HFS
205
Hantz Financial Services
Michigan
$1K – – –
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$961 – – –
Fifth Third Bancorp
207
Fifth Third Bancorp
Ohio
$855 -$1.35K -29 -64%
PS
208
Principal Securities
Iowa
$748 +$652 +14 New
S
209
SignatureFD
Georgia
$641 – – –
GWS
210
Glassman Wealth Services
Virginia
$320 – – –
PFBT
211
Parkside Financial Bank & Trust
Missouri
$214 -$4K -86 -96%
Barrow, Hanley, Mewhinney & Strauss
212
Barrow, Hanley, Mewhinney & Strauss
Texas
– -$48.2M -1,022,869 Closed
SEI Investments
213
SEI Investments
Pennsylvania
– -$427K -9,072 Closed
Mariner
214
Mariner
Kansas
– -$409K -8,697 Closed
Acadian Asset Management
215
Acadian Asset Management
Massachusetts
– -$360K -7,656 Closed
AG
216
Algert Global
California
– -$359K -7,620 Closed
Marshall Wace
217
Marshall Wace
United Kingdom
– -$346K -7,355 Closed
GCM
218
Gallacher Capital Management
Colorado
– -$308K -6,540 Closed
PCM
219
Prelude Capital Management
New York
– -$294K -6,244 Closed
OR
220
Olympiad Research
Connecticut
– -$234K -4,967 Closed
ACM
221
Aquatic Capital Management
Illinois
– -$94K -2,000 Closed
SCA
222
Stonebridge Capital Advisors
Minnesota
– -$47.1K -1,000 Closed
PMEF
223
Point72 Middle East FZE
United Arab Emirates
– -$37.4K -795 Closed
OIA
224
Optimum Investment Advisors
Illinois
– -$6.12K -130 Closed
PA
225
Parallel Advisors
California
– -$2.17K -46 Closed
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.