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Apogee Enterprises

262 hedge funds and large institutions have $1.48B invested in Apogee Enterprises in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 93 increasing their positions, 68 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

86% more call options, than puts

Call options by funds: $3.21M | Put options by funds: $1.72M

37% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 68

9% more funds holding

Funds holding: 241262 (+21)

3% more capital invested

Capital invested by funds: $1.43B → $1.48B (+$44.5M)

0.7% more ownership

Funds ownership: 93.47%94.17% (+0.7%)

Holders
262
Holders Change
+21
Holders Change %
+8.71%
% of All Funds
3.45%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
93
Reduced
68
Closed
22
Calls
$3.21M
Puts
$1.72M
Net Calls
+$1.49M
Net Calls Change
+$225K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$277M -$1.95M -24,824 -0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$222M +$168K +2,137 +0.1%
Victory Capital Management
3
Victory Capital Management
Texas
$82.5M +$5.92M +75,438 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$80.6M -$4.37M -55,721 -5%
State Street
5
State Street
Massachusetts
$63M +$1.56M +19,815 +2%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$50.6M -$5.69M -72,431 -9%
American Century Companies
7
American Century Companies
Missouri
$49.4M +$6.2M +79,009 +13%
SBH
8
Segall Bryant & Hamill
Illinois
$47.3M -$808K -10,295 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$37.8M -$114K -1,454 -0.3%
LSV Asset Management
10
LSV Asset Management
Illinois
$32.6M -$920K -11,715 -3%
Invesco
11
Invesco
Georgia
$31.6M -$8.16K -104 -0%
Charles Schwab
12
Charles Schwab
California
$27.1M -$206K -2,623 -0.7%
Morgan Stanley
13
Morgan Stanley
New York
$23.3M -$1.28M -16,354 -5%
N
14
Nuveen
North Carolina
$22.9M +$36.3K +462 +0.1%
Northern Trust
15
Northern Trust
Illinois
$19.8M +$3.63M +46,220 +20%
Goldman Sachs
16
Goldman Sachs
New York
$18M -$4.52M -57,525 -19%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$17.8M -$2.53M -32,236 -11%
Qube Research & Technologies (QRT)
18
Qube Research & Technologies (QRT)
United Kingdom
$14.9M +$5.21M +66,298 +47%
JP Morgan Chase
19
JP Morgan Chase
New York
$13.3M +$6.86M +87,356 +88%
Allianz Asset Management
20
Allianz Asset Management
Germany
$11.6M +$1.4M +17,782 +12%
PAM
21
Panagora Asset Management
Massachusetts
$9.87M -$153K -1,947 -1%
Ameriprise
22
Ameriprise
Minnesota
$9.13M -$1.26M -15,988 -11%
Renaissance Technologies
23
Renaissance Technologies
New York
$8.78M +$6.39M +81,400 +196%
Fidelity Investments
24
Fidelity Investments
Massachusetts
$8.73M +$1.38M +17,541 +17%
Principal Financial Group
25
Principal Financial Group
Iowa
$8.41M +$343K +4,373 +4%

APOG Hedge Fund Activity: Q4 2024 in Review

262 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Apogee Enterprises (APOG) for Q4 2024, worth a combined $1.48B — up 3.1% from $1.43B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new APOG positions and 22 closed out — a net gain of 23 holders — while 93 added to existing stakes and 68 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $6.86M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $11.4M sold.

  • 262 institutional investors held Apogee Enterprises (APOG) as of Q4 2024, up from 241 in Q3 2024.
  • Funds reported $1.48B of Apogee Enterprises stock for Q4 2024, up 3.1% quarter-over-quarter.
  • 45 funds opened new Apogee Enterprises positions in Q4 2024 and 22 closed out, a net change of +23 holders.
  • The largest Apogee Enterprises buyer in Q4 2024 was JP Morgan Chase, an estimated $6.86M added.
  • The largest Apogee Enterprises seller in Q4 2024 was Assenagon Asset Management, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2024.