Who Owns Apex Treasury Stock?
NASDAQ: APXTFinancial ServicesShell CompaniesUSD
At close: Oct 9, 4:00 PM ET · Delayed 15 min
Ownership breakdown
- Held by institutions
- 89.25%
- Held by insiders
- 0.00%
- Institutional holders
- 66
- Institutions 89.2%
- Insiders 0.0%
- Public and other 10.8%
Who owns Apex Treasury stock?
Institutional investors own about 89.2% of Apex Treasury's shares, spread across 66 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.00% of APXT.
The largest institutional holders are Adage Capital Partners GP L.L.C. (19.58%), Highbridge Capital Management, LLC. (15.69%) and Hudson Bay Capital Management Lp (13.06%). Together, the top 10 institutions control 119.4% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their APXT positions and 0 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of APXT
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Adage Capital Partners GP L.L.C. | 2.25M | 19.58% | 0.0% |
| Highbridge Capital Management, LLC. | 1.80M | 15.69% | +100.0% |
| Hudson Bay Capital Management Lp | 1.50M | 13.06% | 0.0% |
| Wolverine Asset Management, LLC | 1.43M | 12.41% | +44.6% |
| Glazer Capital LLC | 1.40M | 12.19% | +16.4% |
| Karpus Management, Inc. | 1.25M | 10.91% | +7.7% |
| Alberta Investment Management Corp | 1.10M | 9.57% | +100.0% |
| Shaw D.E. & Co., Inc. | 1.03M | 8.99% | 0.0% |
| Westchester Capital Management, LLC | 1.00M | 8.70% | 0.0% |
| Lineage Point Capital LP | 959.00K | 8.35% | 0.0% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of APXT
| Fund | Shares | % Held |
|---|---|---|
| Merger Fund-The Merger Fund | 824.82K | 7.18% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Merger Arbitrage Fund | 563.40K | 4.90% |
| TRT for Professional Managers-CrossingBridge Low Duration High Income | 411.70K | 3.58% |
| INVESTMENT MANAGERS SERIES TRUST II-First Trust Multi-Strategy Fund | 86.60K | 0.75% |
| RIVERNORTH OPPORTUNITIES FUND INC.-Rivernorth Opportunities Fund Inc | 62.87K | 0.55% |
| First Trust Alternative Opportunities Fund | 62.87K | 0.55% |
| JNL Series Trust-JNL Multi-Manager Alternative Fund | 45.80K | 0.40% |
| Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund | 43.85K | 0.38% |
| Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund | 30.45K | 0.27% |
| Brinker Capital Destinations TRT-Destinations Low Duration Fixed Incom | 26.30K | 0.23% |
Frequently asked questions
Who is the largest shareholder of Apex Treasury?
Adage Capital Partners GP L.L.C. is the largest institutional shareholder of APXT, owning 19.58% of shares outstanding (2.25M shares) as of its latest 13F filing.
What percentage of Apex Treasury is owned by institutions?
Institutions own about 89.2% of APXT shares and 89.2% of the public float.
How much of Apex Treasury do insiders own?
Insiders, such as officers and directors, own about 0.00% of APXT shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.