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American Public Education

127 hedge funds and large institutions have $294M invested in American Public Education in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 56 increasing their positions, 44 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

622% more call options, than puts

Call options by funds: $260K | Put options by funds: $36K

27% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 44

12% less funds holding

Funds holding: 144127 (-17)

31% less capital invested

Capital invested by funds: $424M → $294M (-$130M)

70% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
127
Holders Change
-17
Holders Change %
-11.81%
% of All Funds
3.39%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
7
Increased
56
Reduced
44
Closed
23
Calls
$260K
Puts
$36K
Net Calls
+$224K
Net Calls Change
-$189K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$55.4M -$17.7K -730 -0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$25.4M +$1.24M +51,205 +4%
BFA
3
BlackRock Fund Advisors
California
$22.8M +$2.08M +85,831 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$19.8M +$2.38M +98,248 +11%
Invesco
5
Invesco
Georgia
$18.4M -$2.82M -116,259 -11%
Renaissance Technologies
6
Renaissance Technologies
New York
$15.3M +$2.36M +97,300 +14%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$11.9M +$2.09M +86,465 +17%
PCMF
8
Private Capital Management (Florida)
Florida
$11M -$2.56M -105,502 -16%
BIT
9
BlackRock Institutional Trust
California
$8.58M +$26.5K +1,093 +0.3%
State Street
10
State Street
Massachusetts
$6.93M +$703K +29,026 +9%
AQR Capital Management
11
AQR Capital Management
Connecticut
$6.23M +$4.93M +203,671 +184%
LSV Asset Management
12
LSV Asset Management
Illinois
$5.28M +$10.8K +447 +0.2%
Northern Trust
13
Northern Trust
Illinois
$4.45M +$75.1K +3,101 +1%
OAM
14
Oxford Asset Management
United Kingdom
$3.81M +$599K +24,727 +15%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$3.75M -$1.52M -62,790 -25%
SOMRS
16
State of Michigan Retirement System
Michigan
$3.25M -$3.97M -164,000 -50%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$3.13M +$396K +16,333 +12%
Arrowstreet Capital
18
Arrowstreet Capital
Massachusetts
$3.11M +$2.59M +106,767 +213%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$2.56M -$1.11M -45,900 -26%
Ameriprise
20
Ameriprise
Minnesota
$2.41M +$370K +15,261 +14%
Norges Bank
21
Norges Bank
Norway
$2.41M -$484K -20,000 -14%
Principal Financial Group
22
Principal Financial Group
Iowa
$2.32M +$79.7K +3,292 +3%
RA
23
Royce & Associates
New York
$2.29M -$1.45K -60 -0.1%
CCMH
24
Cornerstone Capital Management Holdings
New York
$2.09M +$1.54M +63,400 +150%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$2M -$309K -12,768 -11%

APEI Hedge Fund Activity: Q3 2016 in Review

127 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q3 2016, worth a combined $294M — down 31% from $424M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of APEI and 7 opened new positions — a net loss of 16 holders — while 44 trimmed existing stakes and 56 added.

The largest buyer was AQR Capital Management, adding an estimated $4.93M. The largest seller was Walthausen & Co, exiting entirely with an estimated $7.62M sold.

  • 127 institutional investors held American Public Education (APEI) as of Q3 2016, down from 144 in Q2 2016.
  • Funds reported $294M of American Public Education stock for Q3 2016, down 31% quarter-over-quarter.
  • 7 funds opened new American Public Education positions in Q3 2016 and 23 closed out, a net change of -16 holders.
  • The largest American Public Education buyer in Q3 2016 was AQR Capital Management, an estimated $4.93M added.
  • The largest American Public Education seller in Q3 2016 was Walthausen & Co, an estimated $7.62M sold.

Based on aggregated 13F filings for Q3 2016.