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American Public Education

120 hedge funds and large institutions have $410M invested in American Public Education in 2015 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 41

5% more call options, than puts

Call options by funds: $1.09M | Put options by funds: $1.04M

4% less funds holding

Funds holding: 125120 (-5)

14% less capital invested

Capital invested by funds: $478M → $410M (-$68.5M)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
3.23%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
53
Reduced
41
Closed
14
Calls
$1.09M
Puts
$1.04M
Net Calls
+$57K
Net Calls Change
-$777K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.3M -$6.95M -257,558 -12%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$42.4M +$18.1M +669,855 +68%
Invesco
3
Invesco
Georgia
$38M -$3.68M -136,377 -8%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.5M -$1.36M -50,211 -4%
BFA
5
BlackRock Fund Advisors
California
$26.2M -$47.9K -1,774 -0.2%
SOMRS
6
State of Michigan Retirement System
Michigan
$19.7M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$16.1M +$1.4M +51,827 +9%
TSW
8
Thompson Siegel & Walmsley
Virginia
$14.6M -$851K -31,522 -5%
PCMF
9
Private Capital Management (Florida)
Florida
$14.2M +$4.2M +155,615 +39%
TAM
10
Tiverton Asset Management
Delaware
$11.6M
BIT
11
BlackRock Institutional Trust
California
$11.3M -$722K -26,761 -6%
RA
12
Royce & Associates
New York
$9.13M -$2.73M -101,040 -22%
Renaissance Technologies
13
Renaissance Technologies
New York
$9.05M +$2.59M +96,000 +38%
State Street
14
State Street
Massachusetts
$8.75M +$249K +9,217 +3%
WC
15
Walthausen & Co
New York
$8.12M -$25.1K -930 -0.3%
Norges Bank
16
Norges Bank
Norway
$7.72M
Bank of New York Mellon
17
Bank of New York Mellon
New York
$7.67M +$359K +13,315 +5%
Northern Trust
18
Northern Trust
Illinois
$6.15M -$114K -4,222 -2%
SCM
19
Sterling Capital Management
North Carolina
$5.48M +$97K +3,594 +2%
Bank of America
20
Bank of America
North Carolina
$5.21M +$668K +24,750 +14%
Morgan Stanley
21
Morgan Stanley
New York
$4.66M -$416K -15,431 -8%
First Trust Advisors
22
First Trust Advisors
Illinois
$3.21M +$1.68M +62,300 +100%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$3.01M +$252K +9,331 +9%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$3M -$1.34M -49,783 -30%
Prudential Financial
25
Prudential Financial
New Jersey
$2.92M +$750K +27,800 +32%

APEI Hedge Fund Activity: Q2 2015 in Review

120 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q2 2015, worth a combined $410M — down 14% from $478M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of APEI and 9 opened new positions — a net loss of 5 holders — while 41 trimmed existing stakes and 53 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $18.1M. The largest seller was Wellington Management Group, cutting an estimated $6.95M.

  • 120 institutional investors held American Public Education (APEI) as of Q2 2015, down from 125 in Q1 2015.
  • Funds reported $410M of American Public Education stock for Q2 2015, down 14% quarter-over-quarter.
  • 9 funds opened new American Public Education positions in Q2 2015 and 14 closed out, a net change of -5 holders.
  • The largest American Public Education buyer in Q2 2015 was T. Rowe Price Associates, an estimated $18.1M added.
  • The largest American Public Education seller in Q2 2015 was Wellington Management Group, an estimated $6.95M sold.

Based on aggregated 13F filings for Q2 2015.