We are live on ! Find out more
APEI icon

American Public Education

117 hedge funds and large institutions have $380M invested in American Public Education in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

3% less funds holding

Funds holding: 120117 (-3)

7% less capital invested

Capital invested by funds: $410M → $380M (-$30.4M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

60% less call options, than puts

Call options by funds: $260K | Put options by funds: $643K

Holders
117
Holders Change
-3
Holders Change %
-2.5%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
47
Reduced
37
Closed
13
Calls
$260K
Puts
$643K
Net Calls
-$383K
Net Calls Change
-$440K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$63M +$24.8M +1,037,055 +63%
Invesco
2
Invesco
Georgia
$34.7M -$5.71K -239 -0%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$34.2M -$9.05M -378,806 -21%
Vanguard Group
4
Vanguard Group
Pennsylvania
$28.8M +$2.82M +118,167 +11%
BFA
5
BlackRock Fund Advisors
California
$23.9M +$84.2K +3,523 +0.3%
SOMRS
6
State of Michigan Retirement System
Michigan
$18M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$14.6M -$120K -5,032 -0.8%
TSW
8
Thompson Siegel & Walmsley
Virginia
$13.5M +$150K +6,288 +1%
PCMF
9
Private Capital Management (Florida)
Florida
$13.5M +$522K +21,832 +4%
WC
10
Walthausen & Co
New York
$11M +$3.68M +153,886 +49%
BIT
11
BlackRock Institutional Trust
California
$9.91M -$421K -17,628 -4%
Renaissance Technologies
12
Renaissance Technologies
New York
$8.76M +$514K +21,500 +6%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$7.54M +$557K +23,300 +8%
State Street
14
State Street
Massachusetts
$7.41M -$589K -24,672 -7%
Norges Bank
15
Norges Bank
Norway
$7.04M
RA
16
Royce & Associates
New York
$6.53M -$1.83M -76,600 -22%
Bank of America
17
Bank of America
North Carolina
$5.89M +$1.16M +48,543 +24%
TAM
18
Tiverton Asset Management
Delaware
$5.25M -$5.41M -226,377 -50%
Northern Trust
19
Northern Trust
Illinois
$5.01M -$610K -25,540 -11%
First Trust Advisors
20
First Trust Advisors
Illinois
$2.89M -$30.5K -1,275 -1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$2.71M -$26.4K -1,103 -0.9%
OAM
22
Oxford Asset Management
United Kingdom
$2.55M +$287K +11,996 +12%
Principal Financial Group
23
Principal Financial Group
Iowa
$2.45M -$3.75K -157 -0.2%
Prudential Financial
24
Prudential Financial
New Jersey
$2.08M -$588K -24,600 -22%
ETM
25
Euclidean Technologies Management
Washington
$2.06M +$79.2K +3,313 +4%

APEI Hedge Fund Activity: Q3 2015 in Review

117 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q3 2015, worth a combined $380M — down 7.4% from $410M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of APEI and 10 opened new positions — a net loss of 3 holders — while 37 trimmed existing stakes and 47 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $24.8M. The largest seller was Wellington Management Group, cutting an estimated $9.05M.

  • 117 institutional investors held American Public Education (APEI) as of Q3 2015, down from 120 in Q2 2015.
  • Funds reported $380M of American Public Education stock for Q3 2015, down 7.4% quarter-over-quarter.
  • 10 funds opened new American Public Education positions in Q3 2015 and 13 closed out, a net change of -3 holders.
  • The largest American Public Education buyer in Q3 2015 was T. Rowe Price Associates, an estimated $24.8M added.
  • The largest American Public Education seller in Q3 2015 was Wellington Management Group, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2015.