Apogee Enterprises
APOG
201 hedge funds and large institutions have $953M invested in Apogee Enterprises in 2023 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 53 increasing their positions, 88 reducing their positions, and 27 closing their positions.
2.02% more ownership
Funds ownership: 89.68% → 91.7% (+2%)
1% more capital invested
Capital invested by funds: $939M → $953M (+$13.8M)
3% less funds holding
Funds holding: 208 → 201 (-7)
22% less first-time investments, than exits
New positions opened: 21 | Existing positions closed: 27
35% less call options, than puts
Call options by funds: $2.33M | Put options by funds: $3.6M
40% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 88
Top Buyers
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$49.6M |
| 2 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$15.4M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$8.59M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$4.26M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.49M |
Top Sellers
| 1 |
State Street
Boston,
Massachusetts
|
-$13.1M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$6.51M |
| 3 |
BlackRock
New York
|
-$5.77M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$5.09M |
| 5 |
Morgan Stanley
New York
|
-$4.1M |
APOG Hedge Fund Activity: Q3 2023 in Review
201 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q3 2023, worth a combined $953M — up 1.5% from $939M a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of APOG and 21 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 53 added.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $49.6M. The largest seller was State Street, cutting an estimated $13.1M.
- 201 institutional investors held Apogee Enterprises (APOG) as of Q3 2023, down from 208 in Q2 2023.
- Funds reported $953M of Apogee Enterprises stock for Q3 2023, up 1.5% quarter-over-quarter.
- 21 funds opened new Apogee Enterprises positions in Q3 2023 and 27 closed out, a net change of -6 holders.
- The largest Apogee Enterprises buyer in Q3 2023 was Victory Capital Management, an estimated $49.6M added.
- The largest Apogee Enterprises seller in Q3 2023 was State Street, an estimated $13.1M sold.
Based on aggregated 13F filings for Q3 2023.