Apogee Enterprises
APOG
197 hedge funds and large institutions have $821M invested in Apogee Enterprises in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 69 increasing their positions, 69 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
18% more call options, than puts
Call options by funds: $862K | Put options by funds: $728K
8% more capital invested
Capital invested by funds: $761M → $821M (+$60.5M)
5% more funds holding
Funds holding: 187 → 197 (+10)
0% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 69
6.64% less ownership
Funds ownership: 89.82% → 83.18% (-6.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$9.26M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$5.43M |
| 3 |
BlackRock
New York
|
+$4.95M |
| 4 |
Norges Bank
Oslo,
Norway
|
+$4.45M |
| 5 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$30M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$8.32M |
| 3 |
State Street
Boston,
Massachusetts
|
-$1.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$1.27M |
| 5 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$1.13M |
APOG Hedge Fund Activity: Q4 2022 in Review
197 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2022, worth a combined $821M — up 8% from $761M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new APOG positions and 8 closed out — a net gain of 13 holders — while 69 added to existing stakes and 69 trimmed.
The largest buyer was Millennium Management, adding an estimated $9.26M. The largest seller was Franklin Resources, cutting an estimated $30M.
- 197 institutional investors held Apogee Enterprises (APOG) as of Q4 2022, up from 187 in Q3 2022.
- Funds reported $821M of Apogee Enterprises stock for Q4 2022, up 8% quarter-over-quarter.
- 21 funds opened new Apogee Enterprises positions in Q4 2022 and 8 closed out, a net change of +13 holders.
- The largest Apogee Enterprises buyer in Q4 2022 was Millennium Management, an estimated $9.26M added.
- The largest Apogee Enterprises seller in Q4 2022 was Franklin Resources, an estimated $30M sold.
Based on aggregated 13F filings for Q4 2022.