Apogee Enterprises
APOG
205 hedge funds and large institutions have $772M invested in Apogee Enterprises in 2018 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 75 increasing their positions, 64 reducing their positions, and 44 closing their positions.
35% more call options, than puts
Call options by funds: $3.6M | Put options by funds: $2.66M
17% more repeat investments, than reductions
Existing positions increased: 75 | Existing positions reduced: 64
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less funds holding
Funds holding: 217 → 205 (-12)
6.04% less ownership
Funds ownership: 100.13% → 94.1% (-6%)
27% less first-time investments, than exits
New positions opened: 32 | Existing positions closed: 44
34% less capital invested
Capital invested by funds: $1.17B → $772M (-$397M)
Top Buyers
| 1 |
EC
Engaged Capital
Newport Beach,
California
|
+$7.1M |
| 2 |
Two Sigma Investments
New York
|
+$4.97M |
| 3 |
Millennium Management
New York
|
+$4.36M |
| 4 |
QI
QS Investors
New York
|
+$3.32M |
| 5 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$2.96M |
Top Sellers
APOG Hedge Fund Activity: Q4 2018 in Review
205 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2018, worth a combined $772M — down 34% from $1.17B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of APOG and 32 opened new positions — a net loss of 12 holders — while 64 trimmed existing stakes and 75 added.
The largest buyer was Engaged Capital, adding an estimated $7.1M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $28.3M.
- 205 institutional investors held Apogee Enterprises (APOG) as of Q4 2018, down from 217 in Q3 2018.
- Funds reported $772M of Apogee Enterprises stock for Q4 2018, down 34% quarter-over-quarter.
- 32 funds opened new Apogee Enterprises positions in Q4 2018 and 44 closed out, a net change of -12 holders.
- The largest Apogee Enterprises buyer in Q4 2018 was Engaged Capital, an estimated $7.1M added.
- The largest Apogee Enterprises seller in Q4 2018 was DePrince Race & Zollo Inc (DRZ), an estimated $28.3M sold.
Based on aggregated 13F filings for Q4 2018.