Apogee Enterprises
APOG
201 hedge funds and large institutions have $1.23B invested in Apogee Enterprises in 2016 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 31 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
44% more repeat investments, than reductions
Existing positions increased: 88 | Existing positions reduced: 61
13% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 31
5% more capital invested
Capital invested by funds: $1.17B → $1.23B (+$60.2M)
2% more funds holding
Funds holding: 198 → 201 (+3)
31% less call options, than puts
Call options by funds: $626K | Put options by funds: $909K
Top Buyers
Top Sellers
| 1 |
FMA
Fiduciary Management Associates
Chicago,
Illinois
|
-$18M |
| 2 |
GAM
Gotham Asset Management
New York
|
-$11M |
| 3 |
SEI Investments
Oaks,
Pennsylvania
|
-$6.12M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$5.76M |
| 5 |
RA
Royce & Associates
New York
|
-$5.37M |
APOG Hedge Fund Activity: Q1 2016 in Review
201 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2016, worth a combined $1.23B — up 5.1% from $1.17B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new APOG positions and 31 closed out — a net gain of 4 holders — while 88 added to existing stakes and 61 trimmed.
The largest buyer was RS Investment Management, opening a new position worth an estimated $27.1M. The largest seller was Fiduciary Management Associates, exiting entirely with an estimated $18M sold.
- 201 institutional investors held Apogee Enterprises (APOG) as of Q1 2016, up from 198 in Q4 2015.
- Funds reported $1.23B of Apogee Enterprises stock for Q1 2016, up 5.1% quarter-over-quarter.
- 35 funds opened new Apogee Enterprises positions in Q1 2016 and 31 closed out, a net change of +4 holders.
- The largest Apogee Enterprises buyer in Q1 2016 was RS Investment Management, an estimated $27.1M added.
- The largest Apogee Enterprises seller in Q1 2016 was Fiduciary Management Associates, an estimated $18M sold.
Based on aggregated 13F filings for Q1 2016.