American Public Education
APEI
130 hedge funds and large institutions have $734M invested in American Public Education in 2013 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 52 increasing their positions, 37 reducing their positions, and 15 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 37
33% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 15
11% more capital invested
Capital invested by funds: $659M → $734M (+$75.6M)
4% more funds holding
Funds holding: 125 → 130 (+5)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less call options, than puts
Call options by funds: $587K | Put options by funds: $791K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
+$15.4M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$12.2M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$9.09M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$6.73M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$6.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bares Capital Management
Austin,
Texas
|
-$67.1M |
| 2 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
-$18.4M |
| 3 |
Nordea Investment Management
Stockholm,
Sweden
|
-$7.92M |
| 4 |
PCMF
Private Capital Management (Florida)
Naples,
Florida
|
-$7.37M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.48M |
APEI Hedge Fund Activity: Q4 2013 in Review
130 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q4 2013, worth a combined $734M — up 11% from $659M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new APEI positions and 15 closed out — a net gain of 5 holders — while 52 added to existing stakes and 37 trimmed.
The largest buyer was Thompson Siegel & Walmsley, opening a new position worth an estimated $15.4M. The largest seller was Bares Capital Management, exiting entirely with an estimated $67.1M sold.
- 130 institutional investors held American Public Education (APEI) as of Q4 2013, up from 125 in Q3 2013.
- Funds reported $734M of American Public Education stock for Q4 2013, up 11% quarter-over-quarter.
- 20 funds opened new American Public Education positions in Q4 2013 and 15 closed out, a net change of +5 holders.
- The largest American Public Education buyer in Q4 2013 was Thompson Siegel & Walmsley, an estimated $15.4M added.
- The largest American Public Education seller in Q4 2013 was Bares Capital Management, an estimated $67.1M sold.
Based on aggregated 13F filings for Q4 2013.