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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
201
KBC Group
Belgium
$92K +$32K +408 +47%
PAS
202
Point72 Asia (Singapore)
Singapore
$87.5K -$5.26K -67 -5%
DekaBank Deutsche Girozentrale
203
DekaBank Deutsche Girozentrale
Germany
$84K
C
204
Covestor
United Kingdom
$74K -$9.58K -122 -11%
SIC
205
Salem Investment Counselors
North Carolina
$71.4K
FGC
206
Financial Gravity Companies
Texas
$67.5K +$74.2K +945 New
HFM
207
Harvest Fund Management
China
$59K
MAM
208
Meeder Asset Management
Ohio
$57.2K +$62.9K +801 New
Osaic Holdings
209
Osaic Holdings
Arizona
$51.8K
GI
210
GAMMA Investing
California
$45.5K +$7.62K +97 +18%
Ohio Public Employees Retirement System (OPERS)
211
Ohio Public Employees Retirement System (OPERS)
Ohio
$41.6K +$45.7K +582 New
NAAA
212
New Age Alpha Advisors
New York
$39.8K +$43.8K +558 New
EPW
213
Endeavor Private Wealth
Kansas
$32.1K +$35.3K +450 New
VCM
214
Versant Capital Management
Arizona
$23.4K +$9.42K +120 +58%
SAM
215
Smartleaf Asset Management
Massachusetts
$22K +$19.2K +244 +381%
QCG
216
Quadrant Capital Group
Ohio
$21.4K +$707 +9 +3%
EWA
217
EverSource Wealth Advisors
Alabama
$19.7K +$1.41K +18 +7%
CA
218
Centerpoint Advisors
Massachusetts
$18K
PP
219
Pacifica Partners
Canada
$17.8K
RA
220
Rise Advisors
New York
$16.4K +$79 +1 +0.4%
AAP
221
Arax Advisory Partners
Colorado
$15.4K
HI
222
Harbour Investments
Wisconsin
$15.1K
A
223
AlphaQuest
New York
$13K -$96.5K -1,229 -87%
Northwestern Mutual Wealth Management
224
Northwestern Mutual Wealth Management
Wisconsin
$12.5K +$13.7K +175 New
NA
225
NewEdge Advisors
Louisiana
$11.3K +$3.06K +39 +33%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.