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Apogee Enterprises

241 hedge funds and large institutions have $1.43B invested in Apogee Enterprises in 2024 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 85 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more call options, than puts

Call options by funds: $1.81M | Put options by funds: $553K

82% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 22

11% more capital invested

Capital invested by funds: $1.28B → $1.43B (+$147M)

8% more funds holding

Funds holding: 224241 (+17)

1.14% more ownership

Funds ownership: 92.33%93.47% (+1.1%)

15% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 85

Holders
241
Holders Change
+17
Holders Change %
+7.59%
% of All Funds
3.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
40
Increased
72
Reduced
85
Closed
22
Calls
$1.81M
Puts
$553K
Net Calls
+$1.26M
Net Calls Change
+$657K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
201
Osaic Holdings
Arizona
$50.8K -$10.2K -159 -18%
CFM
202
Catalyst Funds Management
Australia
$49K +$45.1K +700 New
GI
203
GAMMA Investing
California
$37.8K +$10.5K +163 +43%
GCM
204
Gladius Capital Management
Illinois
$32.7K +$30.1K +467 New
QCG
205
Quadrant Capital Group
Ohio
$20.4K
EWA
206
EverSource Wealth Advisors
Alabama
$18.1K
CA
207
Centerpoint Advisors
Massachusetts
$18K +$16.1K +250 New
PP
208
Pacifica Partners
Canada
$17.5K +$16.1K +250 New
RA
209
Rise Advisors
New York
$16K +$64 +1 +0.4%
AAP
210
Arax Advisory Partners
Colorado
$15.1K
HI
211
Harbour Investments
Wisconsin
$14.8K
VCM
212
Versant Capital Management
Arizona
$14.5K
CPA
213
Capital Performance Advisors
California
$9.94K +$9.14K +142 New
NA
214
NewEdge Advisors
Louisiana
$8.33K +$7.66K +119 New
GG
215
Gleason Group
Kentucky
$7.47K +$64 +1 +0.9%
AF
216
Advisornet Financial
Minnesota
$7.42K
BBPWM
217
Blue Bell Private Wealth Management
Pennsylvania
$7K
FP
218
Financial Perspectives
Minnesota
$7K
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$6.51K
LFA
220
LGT Financial Advisors
Texas
$6.44K
Bessemer Group
221
Bessemer Group
New Jersey
$5K +$2.45K +38 +123%
HCA
222
Harbor Capital Advisors
Illinois
$5K +$4.25K +66 New
UB
223
UMB Bank
Missouri
$4.97K +$2.12K +33 +87%
CTC
224
Cetera Trust Company
Minnesota
$4.48K
SAM
225
Smartleaf Asset Management
Massachusetts
$4.47K +$2.45K +38 +146%

APOG Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2024, worth a combined $1.43B — up 11% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new APOG positions and 22 closed out — a net gain of 18 holders — while 72 added to existing stakes and 85 trimmed.

The largest buyer was Invesco, adding an estimated $6.62M. The largest seller was Pacer Advisors, cutting an estimated $8.73M.

  • 241 institutional investors held Apogee Enterprises (APOG) as of Q3 2024, up from 224 in Q2 2024.
  • Funds reported $1.43B of Apogee Enterprises stock for Q3 2024, up 11% quarter-over-quarter.
  • 40 funds opened new Apogee Enterprises positions in Q3 2024 and 22 closed out, a net change of +18 holders.
  • The largest Apogee Enterprises buyer in Q3 2024 was Invesco, an estimated $6.62M added.
  • The largest Apogee Enterprises seller in Q3 2024 was Pacer Advisors, an estimated $8.73M sold.

Based on aggregated 13F filings for Q3 2024.