Apogee Enterprises
APOG
172 hedge funds and large institutions have $731M invested in Apogee Enterprises in 2020 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 43 increasing their positions, 63 reducing their positions, and 23 closing their positions.
57% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 23
48% more capital invested
Capital invested by funds: $494M → $731M (+$237M)
27% more call options, than puts
Call options by funds: $3.54M | Put options by funds: $2.78M
8% more funds holding
Funds holding: 159 → 172 (+13)
0.71% less ownership
Funds ownership: 88.19% → 87.48% (-0.71%)
32% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 63
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$35.8M |
| 2 |
BlackRock
New York
|
+$6.81M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.42M |
| 4 |
KTA
Keeley-Teton Advisors
Chicago,
Illinois
|
+$4.57M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$2.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$10.8M |
| 2 |
MPI
Mairs & Power Inc
St Paul,
Minnesota
|
-$6.86M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.05M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$4.14M |
| 5 |
Two Sigma Investments
New York
|
-$3.79M |
APOG Hedge Fund Activity: Q4 2020 in Review
172 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2020, worth a combined $731M — up 48% from $494M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new APOG positions and 23 closed out — a net gain of 13 holders — while 43 added to existing stakes and 63 trimmed.
The largest buyer was Franklin Resources, opening a new position worth an estimated $35.8M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $10.8M sold.
- 172 institutional investors held Apogee Enterprises (APOG) as of Q4 2020, up from 159 in Q3 2020.
- Funds reported $731M of Apogee Enterprises stock for Q4 2020, up 48% quarter-over-quarter.
- 36 funds opened new Apogee Enterprises positions in Q4 2020 and 23 closed out, a net change of +13 holders.
- The largest Apogee Enterprises buyer in Q4 2020 was Franklin Resources, an estimated $35.8M added.
- The largest Apogee Enterprises seller in Q4 2020 was Assenagon Asset Management, an estimated $10.8M sold.
Based on aggregated 13F filings for Q4 2020.