Apogee Enterprises
APOG
202 hedge funds and large institutions have $855M invested in Apogee Enterprises in 2023 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 14 closing their positions.
318% more call options, than puts
Call options by funds: $1.59M | Put options by funds: $380K
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
34% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 59
6.82% more ownership
Funds ownership: 83.18% → 90% (+6.8%)
3% more funds holding
Funds holding: 197 → 202 (+5)
4% more capital invested
Capital invested by funds: $821M → $855M (+$33.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.2M |
| 2 |
Millennium Management
New York
|
+$5.81M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.42M |
| 4 |
BlackRock
New York
|
+$4.4M |
| 5 |
Two Sigma Investments
New York
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$22.9M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$4.98M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$4.7M |
| 4 |
RA
Royce & Associates
New York
|
-$3.95M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.42M |
APOG Hedge Fund Activity: Q1 2023 in Review
202 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q1 2023, worth a combined $855M — up 4.1% from $821M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new APOG positions and 14 closed out — a net gain of 6 holders — while 79 added to existing stakes and 59 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $11.2M. The largest seller was Franklin Resources, cutting an estimated $22.9M.
- 202 institutional investors held Apogee Enterprises (APOG) as of Q1 2023, up from 197 in Q4 2022.
- Funds reported $855M of Apogee Enterprises stock for Q1 2023, up 4.1% quarter-over-quarter.
- 20 funds opened new Apogee Enterprises positions in Q1 2023 and 14 closed out, a net change of +6 holders.
- The largest Apogee Enterprises buyer in Q1 2023 was Envestnet Asset Management, an estimated $11.2M added.
- The largest Apogee Enterprises seller in Q1 2023 was Franklin Resources, an estimated $22.9M sold.
Based on aggregated 13F filings for Q1 2023.