Apogee Enterprises
APOG
228 hedge funds and large institutions have $1.22B invested in Apogee Enterprises in 2024 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 80 reducing their positions, and 13 closing their positions.
652% more call options, than puts
Call options by funds: $662K | Put options by funds: $88K
138% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 13
8% more funds holding
Funds holding: 211 → 228 (+17)
7% more capital invested
Capital invested by funds: $1.13B → $1.22B (+$81.3M)
9% less repeat investments, than reductions
Existing positions increased: 73 | Existing positions reduced: 80
3.25% less ownership
Funds ownership: 96.23% → 92.98% (-3.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$14.2M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$6.95M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$5.88M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$3.47M |
| 5 |
Tudor Investment Corp
Stamford,
Connecticut
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$40.9M |
| 2 |
BlackRock
New York
|
-$8.6M |
| 3 |
TAM
Tocqueville Asset Management
New York
|
-$8.54M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$4.64M |
| 5 |
Millennium Management
New York
|
-$3.52M |
APOG Hedge Fund Activity: Q1 2024 in Review
228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2024, worth a combined $1.22B — up 7.2% from $1.13B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new APOG positions and 13 closed out — a net gain of 18 holders — while 73 added to existing stakes and 80 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $14.2M. The largest seller was Morgan Stanley, cutting an estimated $40.9M.
- 228 institutional investors held Apogee Enterprises (APOG) as of Q1 2024, up from 211 in Q4 2023.
- Funds reported $1.22B of Apogee Enterprises stock for Q1 2024, up 7.2% quarter-over-quarter.
- 31 funds opened new Apogee Enterprises positions in Q1 2024 and 13 closed out, a net change of +18 holders.
- The largest Apogee Enterprises buyer in Q1 2024 was Pacer Advisors, an estimated $14.2M added.
- The largest Apogee Enterprises seller in Q1 2024 was Morgan Stanley, an estimated $40.9M sold.
Based on aggregated 13F filings for Q1 2024.