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American Public Education

139 hedge funds and large institutions have $635M invested in American Public Education in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

141% more call options, than puts

Call options by funds: $292K | Put options by funds: $121K

49% more capital invested

Capital invested by funds: $427M → $635M (+$208M)

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more funds holding

Funds holding: 129139 (+10)

1.11% more ownership

Funds ownership: 94.57%95.68% (+1.1%)

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
56
Reduced
46
Closed
7
Calls
$292K
Puts
$121K
Net Calls
+$171K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$303K +$53.2K +1,700 +25%
OSAM
102
O'Shaughnessy Asset Management
Connecticut
$302K -$856K -27,348 -76%
SS
103
Simplicity Solutions
Minnesota
$296K +$11K +351 +4%
UBS Group
104
UBS Group
Switzerland
$262K -$73.1K -2,334 -24%
EGM
105
Engineers Gate Manager
New York
$262K -$24K -768 -9%
HSA
106
Hussman Strategic Advisors
Maryland
$257K +$225K +7,200 New
VOYA Investment Management
107
VOYA Investment Management
Georgia
$244K +$214K +6,850 New
HSBC Holdings
108
HSBC Holdings
United Kingdom
$230K -$129K -4,128 -39%
MIM
109
MetLife Investment Management
New Jersey
$229K
OPERF
110
Oregon Public Employees Retirement Fund
Oregon
$216K +$3.13K +100 +2%
Bank of Montreal
111
Bank of Montreal
Ontario, Canada
$208K +$47.6K +1,519 +36%
Public Employees Retirement Association of Colorado
112
Public Employees Retirement Association of Colorado
Colorado
$203K
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$193K -$149K -4,765 -47%
Ensign Peak Advisors
114
Ensign Peak Advisors
Utah
$164K
TRSOTSOK
115
Teachers Retirement System of the State of Kentucky
Kentucky
$150K -$47K -1,500 -26%
MLICM
116
Metropolitan Life Insurance Company (MetLife)
New York
$132K -$14.3K -456 -11%
SG Americas Securities
117
SG Americas Securities
New York
$130K -$154K -4,934 -57%
MOACM
118
Mutual of America Capital Management
New York
$89K +$19.9K +635 +34%
QT
119
Quantbot Technologies
New York
$83K +$73.6K +2,350 New
TRCT
120
Tower Research Capital (TRC)
New York
$60K -$45.4K -1,449 -46%
AIP
121
Ameritas Investment Partners
Nebraska
$47K
Lazard Asset Management
122
Lazard Asset Management
New York
$46K +$2.22K +71 +6%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$35K
Macquarie Group
124
Macquarie Group
Australia
$30K
CAPTRUST Financial Advisors
125
CAPTRUST Financial Advisors
North Carolina
$25K +$21.8K +696 +4,350%

APEI Hedge Fund Activity: Q1 2021 in Review

139 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q1 2021, worth a combined $635M — up 49% from $427M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new APEI positions and 7 closed out — a net gain of 12 holders — while 56 added to existing stakes and 46 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.6M. The largest seller was JP Morgan Chase, cutting an estimated $12.8M.

  • 139 institutional investors held American Public Education (APEI) as of Q1 2021, up from 129 in Q4 2020.
  • Funds reported $635M of American Public Education stock for Q1 2021, up 49% quarter-over-quarter.
  • 19 funds opened new American Public Education positions in Q1 2021 and 7 closed out, a net change of +12 holders.
  • The largest American Public Education buyer in Q1 2021 was T. Rowe Price Associates, an estimated $33.6M added.
  • The largest American Public Education seller in Q1 2021 was JP Morgan Chase, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2021.