Apogee Enterprises
APOG
187 hedge funds and large institutions have $761M invested in Apogee Enterprises in 2022 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 58 increasing their positions, 70 reducing their positions, and 16 closing their positions.
38% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 16
3% more funds holding
Funds holding: 182 → 187 (+5)
0.46% less ownership
Funds ownership: 90.28% → 89.82% (-0.46%)
3% less capital invested
Capital invested by funds: $786M → $761M (-$25.3M)
17% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 70
30% less call options, than puts
Call options by funds: $1.1M | Put options by funds: $1.57M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.58M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$3.12M |
| 3 |
Morgan Stanley
New York
|
+$1.69M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.59M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
+$1.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
-$3.7M |
| 2 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$3.1M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$2.6M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$2.2M |
| 5 |
BlackRock
New York
|
-$2.13M |
APOG Hedge Fund Activity: Q3 2022 in Review
187 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2022, worth a combined $761M — down 3.2% from $786M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new APOG positions and 16 closed out — a net gain of 6 holders — while 58 added to existing stakes and 70 trimmed.
The largest buyer was Vanguard Group, adding an estimated $4.58M. The largest seller was Pacer Advisors, exiting entirely with an estimated $3.7M sold.
- 187 institutional investors held Apogee Enterprises (APOG) as of Q3 2022, up from 182 in Q2 2022.
- Funds reported $761M of Apogee Enterprises stock for Q3 2022, down 3.2% quarter-over-quarter.
- 22 funds opened new Apogee Enterprises positions in Q3 2022 and 16 closed out, a net change of +6 holders.
- The largest Apogee Enterprises buyer in Q3 2022 was Vanguard Group, an estimated $4.58M added.
- The largest Apogee Enterprises seller in Q3 2022 was Pacer Advisors, an estimated $3.7M sold.
Based on aggregated 13F filings for Q3 2022.