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American Public Education

106 hedge funds and large institutions have $241M invested in American Public Education in 2024 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 29

25% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 20

5% more funds holding

Funds holding: 101106 (+5)

2.9% more ownership

Funds ownership: 89.48%92.38% (+2.9%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

10% less call options, than puts

Call options by funds: $351K | Put options by funds: $391K

13% less capital invested

Capital invested by funds: $277M → $241M (-$35.4M)

Holders
106
Holders Change
+5
Holders Change %
+4.95%
% of All Funds
1.52%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
39
Reduced
29
Closed
20
Calls
$351K
Puts
$391K
Net Calls
-$40K
Net Calls Change
-$671K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
26
Empowered Funds
Pennsylvania
$1.27M +$70.2K +4,288 +5%
Connor, Clark & Lunn Investment Management (CC&L)
27
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.19M +$774K +47,293 +141%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$1.05M +$490K +29,944 +73%
Lazard Asset Management
29
Lazard Asset Management
New York
$1M +$535K +32,699 +92%
Federated Hermes
30
Federated Hermes
Pennsylvania
$890K +$882K +53,877 +832%
Invesco
31
Invesco
Georgia
$868K -$4.24M -259,037 -81%
ECM
32
ExodusPoint Capital Management
New York
$842K +$934K +57,097 New
BCI
33
Brinker Capital Investments
Pennsylvania
$757K +$24.8K +1,517 +3%
OPS
34
Orion Portfolio Solutions
Nebraska
$757K +$24.8K +1,517 +3%
Charles Schwab
35
Charles Schwab
California
$673K
Bank of New York Mellon
36
Bank of New York Mellon
New York
$658K -$89.7K -5,480 -11%
SIM
37
SummerHaven Investment Management
Connecticut
$647K +$718K +43,843 New
OSAM
38
O'Shaughnessy Asset Management
Connecticut
$521K -$39.4K -2,406 -6%
Jacobs Levy Equity Management
39
Jacobs Levy Equity Management
New Jersey
$507K -$224K -13,662 -28%
UBS Group
40
UBS Group
Switzerland
$488K +$141K +8,601 +35%
PAM
41
Panagora Asset Management
Massachusetts
$480K +$89.6K +5,476 +20%
GCP
42
GSA Capital Partners
United Kingdom
$471K +$339K +20,710 +184%
LSV Asset Management
43
LSV Asset Management
Illinois
$422K +$55.6K +3,400 +13%
N
44
Nuveen
North Carolina
$422K
SOW
45
State of Wyoming
Wyoming
$420K +$210K +12,832 +82%
Barclays
46
Barclays
United Kingdom
$414K +$68.2K +4,167 +17%
CCIA
47
Campbell & Co Investment Adviser
Maryland
$380K +$181K +11,070 +75%
TI
48
Trexquant Investment
Connecticut
$375K -$403K -24,632 -49%
HSBC Holdings
49
HSBC Holdings
United Kingdom
$366K +$111K +6,773 +37%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$365K -$2.35M -143,621 -85%

APEI Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q3 2024, worth a combined $241M — down 13% from $277M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new APEI positions and 20 closed out — a net gain of 5 holders — while 39 added to existing stakes and 29 trimmed.

The largest buyer was 325 Capital, adding an estimated $16.2M. The largest seller was Assenagon Asset Management, cutting an estimated $5.03M.

  • 106 institutional investors held American Public Education (APEI) as of Q3 2024, up from 101 in Q2 2024.
  • Funds reported $241M of American Public Education stock for Q3 2024, down 13% quarter-over-quarter.
  • 25 funds opened new American Public Education positions in Q3 2024 and 20 closed out, a net change of +5 holders.
  • The largest American Public Education buyer in Q3 2024 was 325 Capital, an estimated $16.2M added.
  • The largest American Public Education seller in Q3 2024 was Assenagon Asset Management, an estimated $5.03M sold.

Based on aggregated 13F filings for Q3 2024.