MetaCap

Who Owns Apex Treasury - Units Stock?

NASDAQ: APXTUFinancial ServicesShell CompaniesUSD

10.270.00 (0.00%)

At close: Sep 29, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
9.51%
Institutional holders
20
  • Institutions 9.5%
  • Insiders 0.0%
  • Public and other 90.5%

Who owns Apex Treasury - Units stock?

Institutional investors own about 9.5% of Apex Treasury - Units's shares, spread across 20 institutions that file 13F reports. That level of institutional ownership is relatively low, leaving more of the stock with retail investors and insiders. Insiders, including executives, directors and large founding shareholders, hold 0.00% of APXTU.

The largest institutional holders are LMR Partners LLP (3.00%), Toronto Dominion Bank (2.04%) and OMERS Administration Corporation (1.81%). Together, the top 10 institutions control 12.4% of shares outstanding. In their latest filings, 2 of the top 10 institutions increased their APXTU positions and 0 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of APXTU

Apex Treasury - Units top institutional holders
InstitutionShares% HeldChange
LMR Partners LLP750.00K3.00%0.0%
Toronto Dominion Bank510.00K2.04%+41.7%
OMERS Administration Corporation451.33K1.81%0.0%
HGC Investment Management Inc.400.00K1.60%0.0%
Allianz Asset Management GmbH300.00K1.20%0.0%
Readystate Asset Management LP 300.00K1.20%0.0%
Westchester Capital Management, LLC150.00K0.60%0.0%
HRT Financial LP102.67K0.41%+2.7%
Walleye Capital LLC75.00K0.30%0.0%
JPMORGAN CHASE & CO50.00K0.20%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 APXTU

Apex Treasury - Units top fund holders
FundShares% Held
Merger Fund-The Merger Fund123.62K0.49%
JNL Series Trust-JNL Multi-Manager Alternative Fund6.84K0.03%
Virtus Event Opportunities Trust-Virtus Westchester Event-Driven Fund6.64K0.03%
Virtus Event Opportunities Trust-Virtus Westchester Credit Event Fund4.76K0.02%
Principal Funds, Inc-Global Multi-Strategy Fund3.10K0.01%
JNL Series Trust-JNL/Westchester Capital Event Driven Fund2.43K0.01%
Merger Fund VL-The Merger Fund VL1.26K0.01%

Frequently asked questions

Who is the largest shareholder of Apex Treasury - Units?

LMR Partners LLP is the largest institutional shareholder of APXTU, owning 3.00% of shares outstanding (750.00K shares) as of its latest 13F filing.

What percentage of Apex Treasury - Units is owned by institutions?

Institutions own about 9.5% of APXTU shares and 9.5% of the public float.

How much of Apex Treasury - Units do insiders own?

Insiders, such as officers and directors, own about 0.00% of APXTU 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.

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