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Apogee Enterprises
APOG

224 hedge funds and large institutions have $1.28B invested in Apogee Enterprises in 2024 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 77 increasing their positions, 74 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $1.2M | Put options by funds: $597K

6% more capital invested

Capital invested by funds: $1.22B → $1.28B (+$68.3M)

4% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 74

0% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 32

0.65% less ownership

Funds ownership: 92.98% → 92.33% (-0.65%)

2% less funds holding

Funds holding: 228 → 224 (-4)

Holders
224
Holders Change
-4
Holders Change %
-1.75%
% of All Funds
3.24%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
77
Reduced
74
Closed
32
Calls
$1.2M
Puts
$597K
Net Calls
+$603K
Net Calls Change
+$29K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$7.63M
2
American Century Companies
American Century Companies
Missouri
+$6.18M
3
Goldman Sachs
Goldman Sachs
New York
+$5.66M
4
Renaissance Technologies
Renaissance Technologies
New York
+$4.11M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$3.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$6.89M
2
SBH
Segall Bryant & Hamill
Illinois
-$6.85M
3
BlackRock
BlackRock
New York
-$4.67M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$4.36M
5
Invesco
Invesco
Georgia
-$4.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
201
Blue Bell Private Wealth Management
Pennsylvania
$6.28K – – –
FP
202
Financial Perspectives
Minnesota
$6.28K – – –
LFA
203
LGT Financial Advisors
Texas
$5.78K – – –
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$5.63K – – –
CTC
205
Cetera Trust Company
Minnesota
$4.02K – – –
AS
206
Altshuler Shaham
Israel
$3.52K +$3.48K +56 New
FHA
207
First Horizon Advisors
Tennessee
$3.2K +$745 +12 +31%
FFA
208
Farther Finance Advisors
California
$3.09K +$1.24K +20 +67%
PGAM
209
Princeton Global Asset Management
New Jersey
$2.83K +$2.8K +45 New
FFA
210
Frazier Financial Advisors
Ohio
$2.7K +$2.67K +43 New
UB
211
UMB Bank
Missouri
$2.39K +$1.86K +30 +375%
Fifth Third Bancorp
212
Fifth Third Bancorp
Ohio
$2.26K +$1.24K +20 +125%
Bessemer Group
213
Bessemer Group
New Jersey
$2K – – –
HFS
214
Hantz Financial Services
Michigan
$2K – – –
SAM
215
Smartleaf Asset Management
Massachusetts
$1.67K +$1.61K +26 New
RFG
216
RFP Financial Group
Georgia
$1.57K – – –
FMII
217
Farmers & Merchants Investments Inc
Nebraska
$1.13K – – –
PS
218
Principal Securities
Iowa
$880 – – –
S
219
SignatureFD
Georgia
$754 – – –
BCMLT
220
Beacon Capital Management LLC (Tennessee)
Tennessee
$628 +$621 +10 New
RIL
221
Rothschild Investment LLC
Illinois
$314 – – –
PFBT
222
Parkside Financial Bank & Trust
Missouri
$252 – – –
HNB
223
Huntington National Bank
Ohio
$189 +$186 +3 New
PA
224
Parallel Advisors
California
$189 +$186 +3 New
CIS
225
Connors Investor Services
Pennsylvania
– -$2.32M -39,174 Closed
7 8
9
10 11

APOG Hedge Fund Activity: Q2 2024 in Review

224 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q2 2024, worth a combined $1.28B — up 5.6% from $1.22B a quarter earlier.

Fund positioning in APOG was balanced in Q2 2024: 32 funds opened new positions, 32 closed out, 77 added to existing stakes and 74 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $7.63M. The largest seller was Millennium Management, cutting an estimated $6.89M.

  • 224 institutional investors held Apogee Enterprises (APOG) as of Q2 2024, down from 228 in Q1 2024.
  • Funds reported $1.28B of Apogee Enterprises stock for Q2 2024, up 5.6% quarter-over-quarter.
  • 32 funds opened new Apogee Enterprises positions in Q2 2024 and 32 closed out, a net change of 0 holders.
  • The largest Apogee Enterprises buyer in Q2 2024 was Pacer Advisors, an estimated $7.63M added.
  • The largest Apogee Enterprises seller in Q2 2024 was Millennium Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q2 2024.