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American Public Education

122 hedge funds and large institutions have $383M invested in American Public Education in 2019 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more capital invested

Capital invested by funds: $321M → $383M (+$61.5M)

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more funds holding

Funds holding: 120122 (+2)

1.15% more ownership

Funds ownership: 89.64%90.79% (+1.1%)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $531K

Holders
122
Holders Change
+2
Holders Change %
+1.67%
% of All Funds
2.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
36
Reduced
51
Closed
17
Calls
$2K
Puts
$531K
Net Calls
-$529K
Net Calls Change
-$531K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$66.3M +$579K +23,678 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$37.2M -$728K -29,803 -2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$35.8M -$772K -31,593 -2%
Renaissance Technologies
4
Renaissance Technologies
New York
$34.4M -$435K -17,800 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$19M -$24.5M -1,003,938 -59%
SFM
6
Systematic Financial Management
New Jersey
$15.3M +$4.07M +166,605 +42%
State Street
7
State Street
Massachusetts
$13.2M +$366K +14,989 +3%
AQR Capital Management
8
AQR Capital Management
Connecticut
$10.3M -$1.71M -69,872 -16%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$9.33M -$609K -24,918 -7%
D.E. Shaw & Co
10
D.E. Shaw & Co
New York
$8.92M +$731K +29,900 +10%
N
11
Nuveen
North Carolina
$8.11M +$4.34M +177,565 +150%
Ameriprise
12
Ameriprise
Minnesota
$6.96M +$3.3M +134,979 +113%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$6.88M +$4.14M +169,399 +207%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$6.87M -$1.13M -46,200 -16%
Goldman Sachs
15
Goldman Sachs
New York
$6.8M +$3.83M +156,601 +170%
Northern Trust
16
Northern Trust
Illinois
$5.77M -$215K -8,790 -4%
Charles Schwab
17
Charles Schwab
California
$5.17M +$91.3K +3,735 +2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$5.13M -$343K -14,052 -7%
Millennium Management
19
Millennium Management
New York
$5.05M +$564K +23,096 +14%
JP Morgan Chase
20
JP Morgan Chase
New York
$4.8M -$363K -14,861 -8%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$4.78M +$1.68M +68,792 +65%
FP
22
Foundry Partners
Minnesota
$4.09M +$541K +22,150 +17%
Principal Financial Group
23
Principal Financial Group
Iowa
$3.36M -$123K -5,051 -4%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.93M -$4.69M -192,132 -64%
BCM
25
Bridgeway Capital Management
Texas
$2.61M

APEI Hedge Fund Activity: Q4 2019 in Review

122 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q4 2019, worth a combined $383M — up 19% from $321M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new APEI positions and 17 closed out — a net gain of 2 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Nuveen, adding an estimated $4.34M. The largest seller was T. Rowe Price Associates, cutting an estimated $24.5M.

  • 122 institutional investors held American Public Education (APEI) as of Q4 2019, up from 120 in Q3 2019.
  • Funds reported $383M of American Public Education stock for Q4 2019, up 19% quarter-over-quarter.
  • 19 funds opened new American Public Education positions in Q4 2019 and 17 closed out, a net change of +2 holders.
  • The largest American Public Education buyer in Q4 2019 was Nuveen, an estimated $4.34M added.
  • The largest American Public Education seller in Q4 2019 was T. Rowe Price Associates, an estimated $24.5M sold.

Based on aggregated 13F filings for Q4 2019.