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American Public Education

144 hedge funds and large institutions have $409M invested in American Public Education in 2020 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 33 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

313% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 8

25% more capital invested

Capital invested by funds: $326M → $409M (+$82.6M)

21% more funds holding

Funds holding: 119144 (+25)

2.1% more ownership

Funds ownership: 91.39%93.49% (+2.1%)

42% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 57

93% less call options, than puts

Call options by funds: $5K | Put options by funds: $68K

Holders
144
Holders Change
+25
Holders Change %
+21.01%
% of All Funds
2.95%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
33
Increased
33
Reduced
57
Closed
8
Calls
$5K
Puts
$68K
Net Calls
-$63K
Net Calls Change
-$63K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$68.1M -$2M -71,623 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$38.3M -$577K -20,623 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$37.5M +$1.77M +63,300 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$34.7M -$4.04M -144,432 -11%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$22M +$6.49K +232 +0%
SFM
6
Systematic Financial Management
New Jersey
$19.1M -$338K -12,085 -2%
State Street
7
State Street
Massachusetts
$15.2M -$286K -10,207 -2%
JP Morgan Chase
8
JP Morgan Chase
New York
$10.9M +$4.75M +169,792 +85%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$9.4M -$544K -19,423 -6%
N
10
Nuveen
North Carolina
$8.12M -$386K -13,804 -5%
Northern Trust
11
Northern Trust
Illinois
$7.79M +$1.47M +52,480 +25%
Ameriprise
12
Ameriprise
Minnesota
$7.4M +$41.8K +1,495 +0.6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.36M -$258K -9,216 -4%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$7.21M
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$6.71M -$1.09M -38,897 -15%
PCM
16
Portolan Capital Management
Massachusetts
$6.58M +$784K +28,000 +14%
Goldman Sachs
17
Goldman Sachs
New York
$6.12M -$835K -29,837 -13%
Charles Schwab
18
Charles Schwab
California
$5.31M -$792K -28,301 -14%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.92M -$96.9K -3,461 -2%
AQR Capital Management
20
AQR Capital Management
Connecticut
$4.76M -$4.24M -151,688 -49%
Jacobs Levy Equity Management
21
Jacobs Levy Equity Management
New Jersey
$4.64M -$90.3K -3,227 -2%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$4.26M -$20.1K -717 -0.5%
WG
23
Winton Group
United Kingdom
$3.96M +$3.19M +114,031 +582%
FP
24
Foundry Partners
Minnesota
$3.29M -$1.02M -36,279 -25%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.27M -$180K -6,423 -5%

APEI Hedge Fund Activity: Q2 2020 in Review

144 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q2 2020, worth a combined $409M — up 25% from $326M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new APEI positions and 8 closed out — a net gain of 25 holders — while 33 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $4.75M. The largest seller was AQR Capital Management, cutting an estimated $4.24M.

  • 144 institutional investors held American Public Education (APEI) as of Q2 2020, up from 119 in Q1 2020.
  • Funds reported $409M of American Public Education stock for Q2 2020, up 25% quarter-over-quarter.
  • 33 funds opened new American Public Education positions in Q2 2020 and 8 closed out, a net change of +25 holders.
  • The largest American Public Education buyer in Q2 2020 was JP Morgan Chase, an estimated $4.75M added.
  • The largest American Public Education seller in Q2 2020 was AQR Capital Management, an estimated $4.24M sold.

Based on aggregated 13F filings for Q2 2020.