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American Public Education

125 hedge funds and large institutions have $478M invested in American Public Education in 2015 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 57 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $1.25M

58% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 36

4% less funds holding

Funds holding: 130125 (-5)

18% less capital invested

Capital invested by funds: $586M → $478M (-$107M)

29% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 14

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
3.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
57
Reduced
36
Closed
14
Calls
$2.08M
Puts
$1.25M
Net Calls
+$834K
Net Calls Change
-$324K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$62.8M -$5.4M -161,900 -7%
Invesco
2
Invesco
Georgia
$48.4M +$324K +9,729 +0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$34.8M +$1.75M +52,422 +5%
BFA
4
BlackRock Fund Advisors
California
$30.6M +$1.86M +55,947 +6%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$29.4M +$6.75M +202,400 +26%
SOMRS
6
State of Michigan Retirement System
Michigan
$23M +$1.4M +42,000 +6%
TSW
7
Thompson Siegel & Walmsley
Virginia
$18M +$3.83M +115,059 +24%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$17.2M +$2.2M +65,932 +13%
BIT
9
BlackRock Institutional Trust
California
$14M +$435K +13,051 +3%
RA
10
Royce & Associates
New York
$13.7M -$2.93M -87,900 -16%
TAM
11
Tiverton Asset Management
Delaware
$13.5M
PCMF
12
Private Capital Management (Florida)
Florida
$11.9M +$1.26M +37,875 +11%
State Street
13
State Street
Massachusetts
$9.93M +$54.1K +1,623 +0.5%
WC
14
Walthausen & Co
New York
$9.49M +$3.01M +90,352 +40%
Norges Bank
15
Norges Bank
Norway
$8.99M
Bank of New York Mellon
16
Bank of New York Mellon
New York
$8.54M +$274K +8,218 +3%
Renaissance Technologies
17
Renaissance Technologies
New York
$7.67M +$2.42M +72,600 +40%
Northern Trust
18
Northern Trust
Illinois
$7.3M +$109K +3,281 +1%
SCM
19
Sterling Capital Management
North Carolina
$6.28M +$64.2K +1,925 +0.9%
DCM
20
Destrier Capital Management
New York
$6M
Morgan Stanley
21
Morgan Stanley
New York
$5.9M -$32.8K -985 -0.5%
Bank of America
22
Bank of America
North Carolina
$5.34M +$973K +29,193 +20%
Janus Henderson Group
23
Janus Henderson Group
United Kingdom
$4.99M +$51.1K +1,532 +0.9%
VBA
24
Van Berkom & Associates
Quebec, Canada
$4.97M -$9.16M -274,990 -62%
GAM
25
Gotham Asset Management
New York
$4.35M -$241K -7,223 -5%

APEI Hedge Fund Activity: Q1 2015 in Review

125 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q1 2015, worth a combined $478M — down 18% from $586M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of APEI and 10 opened new positions — a net loss of 4 holders — while 36 trimmed existing stakes and 57 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $6.75M. The largest seller was Van Berkom & Associates, cutting an estimated $9.16M.

  • 125 institutional investors held American Public Education (APEI) as of Q1 2015, down from 130 in Q4 2014.
  • Funds reported $478M of American Public Education stock for Q1 2015, down 18% quarter-over-quarter.
  • 10 funds opened new American Public Education positions in Q1 2015 and 14 closed out, a net change of -4 holders.
  • The largest American Public Education buyer in Q1 2015 was T. Rowe Price Associates, an estimated $6.75M added.
  • The largest American Public Education seller in Q1 2015 was Van Berkom & Associates, an estimated $9.16M sold.

Based on aggregated 13F filings for Q1 2015.