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American Public Education

129 hedge funds and large institutions have $427M invested in American Public Education in 2020 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 47 increasing their positions, 50 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $392M → $427M (+$34.3M)

0.59% more ownership

Funds ownership: 93.98%94.57% (+0.59%)

6% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 50

6% less funds holding

Funds holding: 137129 (-8)

47% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 17

Holders
129
Holders Change
-8
Holders Change %
-5.84%
% of All Funds
2.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
47
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$70.5M +$1.65M +53,650 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$39.9M +$682K +22,185 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$36.3M -$2.43M -79,100 -6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.8M -$392K -12,748 -1%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$23.7M +$1.09M +35,300 +5%
CIC
6
Chilton Investment Company
Connecticut
$22.5M +$14.6M +474,972 +180%
SFM
7
Systematic Financial Management
New Jersey
$21M +$2.92K +95 +0%
JP Morgan Chase
8
JP Morgan Chase
New York
$14.8M +$2.27M +73,959 +18%
State Street
9
State Street
Massachusetts
$14.4M -$981K -31,918 -6%
PCM
10
Portolan Capital Management
Massachusetts
$11.8M +$1.03M +33,554 +9%
Acadian Asset Management
11
Acadian Asset Management
Massachusetts
$10.4M -$414K -13,475 -4%
N
12
Nuveen
North Carolina
$8.39M -$165K -5,380 -2%
Ameriprise
13
Ameriprise
Minnesota
$7.71M +$138K +4,503 +2%
Northern Trust
14
Northern Trust
Illinois
$7.52M -$312K -10,132 -4%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$7.43M
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.34M -$48.8K -1,588 -0.7%
Charles Schwab
17
Charles Schwab
California
$4.91M -$152K -4,950 -3%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$4.86M +$42.8K +1,391 +0.9%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$4.72M -$661K -21,486 -12%
Jacobs Levy Equity Management
20
Jacobs Levy Equity Management
New Jersey
$3.83M -$521K -16,944 -12%
Goldman Sachs
21
Goldman Sachs
New York
$3.62M -$2.81M -91,256 -43%
Principal Financial Group
22
Principal Financial Group
Iowa
$3.1M -$122K -3,968 -4%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$3.08M -$1.15M -37,442 -27%
BCM
24
Bridgeway Capital Management
Texas
$2.9M
HIM
25
Hillsdale Investment Management
Ontario, Canada
$2.81M -$21.5K -700 -0.8%

APEI Hedge Fund Activity: Q4 2020 in Review

129 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q4 2020, worth a combined $427M — up 8.7% from $392M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of APEI and 9 opened new positions — a net loss of 8 holders — while 50 trimmed existing stakes and 47 added.

The largest buyer was Chilton Investment Company, adding an estimated $14.6M. The largest seller was Goldman Sachs, cutting an estimated $2.81M.

  • 129 institutional investors held American Public Education (APEI) as of Q4 2020, down from 137 in Q3 2020.
  • Funds reported $427M of American Public Education stock for Q4 2020, up 8.7% quarter-over-quarter.
  • 9 funds opened new American Public Education positions in Q4 2020 and 17 closed out, a net change of -8 holders.
  • The largest American Public Education buyer in Q4 2020 was Chilton Investment Company, an estimated $14.6M added.
  • The largest American Public Education seller in Q4 2020 was Goldman Sachs, an estimated $2.81M sold.

Based on aggregated 13F filings for Q4 2020.