Apogee Enterprises
APOG
151 hedge funds and large institutions have $1.07B invested in Apogee Enterprises in 2014 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 43 increasing their positions, 59 reducing their positions, and 11 closing their positions.
155% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 11
14% more capital invested
Capital invested by funds: $937M → $1.07B (+$130M)
12% more funds holding
Funds holding: 135 → 151 (+16)
27% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.67M |
| 2 |
HRCM
Hood River Capital Management
Palm Beach Gardens,
Florida
|
+$7.63M |
| 3 |
RIM
Rainier Investment Management
Seattle,
Washington
|
+$5.15M |
| 4 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
+$4.9M |
| 5 |
RFC
Russell Frank Company
Seattle,
Washington
|
+$4.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$12.5M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$12.2M |
| 3 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$7.92M |
| 4 |
RA
Royce & Associates
New York
|
-$4.56M |
| 5 |
Bank of New York Mellon
New York
|
-$3.6M |
APOG Hedge Fund Activity: Q3 2014 in Review
151 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2014, worth a combined $1.07B — up 14% from $937M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new APOG positions and 11 closed out — a net gain of 17 holders — while 43 added to existing stakes and 59 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $7.67M. The largest seller was Norges Bank, cutting an estimated $12.5M.
- 151 institutional investors held Apogee Enterprises (APOG) as of Q3 2014, up from 135 in Q2 2014.
- Funds reported $1.07B of Apogee Enterprises stock for Q3 2014, up 14% quarter-over-quarter.
- 28 funds opened new Apogee Enterprises positions in Q3 2014 and 11 closed out, a net change of +17 holders.
- The largest Apogee Enterprises buyer in Q3 2014 was Fidelity Investments, an estimated $7.67M added.
- The largest Apogee Enterprises seller in Q3 2014 was Norges Bank, an estimated $12.5M sold.
Based on aggregated 13F filings for Q3 2014.