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American Public Education

139 hedge funds and large institutions have $635M invested in American Public Education in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 56 increasing their positions, 46 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

141% more call options, than puts

Call options by funds: $292K | Put options by funds: $121K

49% more capital invested

Capital invested by funds: $427M → $635M (+$208M)

22% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 46

8% more funds holding

Funds holding: 129139 (+10)

1.11% more ownership

Funds ownership: 94.57%95.68% (+1.1%)

Holders
139
Holders Change
+10
Holders Change %
+7.75%
% of All Funds
2.44%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
56
Reduced
46
Closed
7
Calls
$292K
Puts
$121K
Net Calls
+$171K
Net Calls Change
+$171K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$101M +$16.2M +518,208 +22%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$65.9M +$33.6M +1,071,751 +138%
Vanguard Group
3
Vanguard Group
Pennsylvania
$54.4M +$6.89M +219,989 +17%
Renaissance Technologies
4
Renaissance Technologies
New York
$39.7M -$2.38M -75,922 -6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$36.2M -$936K -29,885 -3%
CIC
6
Chilton Investment Company
Connecticut
$34.2M +$6.91M +220,587 +30%
SFM
7
Systematic Financial Management
New Jersey
$27.4M +$2.52M +80,411 +12%
RA
8
Royce & Associates
New York
$19.8M +$16.8M +535,581 +2,507%
OAM
9
Ophir Asset Management
Australia
$19.1M +$17M +544,435 New
State Street
10
State Street
Massachusetts
$18.2M +$1.26M +40,140 +9%
PCM
11
Portolan Capital Management
Massachusetts
$13.8M -$4.35K -139 -0%
Ameriprise
12
Ameriprise
Minnesota
$12.7M +$3.26M +103,998 +41%
Acadian Asset Management
13
Acadian Asset Management
Massachusetts
$12.6M +$392K +12,513 +4%
AIC
14
AWM Investment Company
New York
$11.6M +$10.2M +325,000 New
Geode Capital Management
15
Geode Capital Management
Massachusetts
$10.8M +$1.93M +61,635 +26%
RHJA
16
Rice Hall James & Associates
California
$10.1M +$8.9M +284,221 New
N
17
Nuveen
North Carolina
$9.07M -$650K -20,777 -8%
Alyeska Investment Group
18
Alyeska Investment Group
Illinois
$8.91M +$7.83M +250,000 New
Arrowstreet Capital
19
Arrowstreet Capital
Massachusetts
$8.46M -$195K -6,236 -3%
Northern Trust
20
Northern Trust
Illinois
$7.63M -$1.01M -32,401 -13%
PFM
21
Premier Fund Managers
United Kingdom
$6.66M +$5.92M +189,233 New
Charles Schwab
22
Charles Schwab
California
$6.43M +$611K +19,512 +12%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$6.43M +$662K +21,150 +13%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.56M +$814K +26,004 +26%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$4.14M -$1.21M -38,551 -25%

APEI Hedge Fund Activity: Q1 2021 in Review

139 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Public Education (APEI) for Q1 2021, worth a combined $635M — up 49% from $427M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new APEI positions and 7 closed out — a net gain of 12 holders — while 56 added to existing stakes and 46 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $33.6M. The largest seller was JP Morgan Chase, cutting an estimated $12.8M.

  • 139 institutional investors held American Public Education (APEI) as of Q1 2021, up from 129 in Q4 2020.
  • Funds reported $635M of American Public Education stock for Q1 2021, up 49% quarter-over-quarter.
  • 19 funds opened new American Public Education positions in Q1 2021 and 7 closed out, a net change of +12 holders.
  • The largest American Public Education buyer in Q1 2021 was T. Rowe Price Associates, an estimated $33.6M added.
  • The largest American Public Education seller in Q1 2021 was JP Morgan Chase, an estimated $12.8M sold.

Based on aggregated 13F filings for Q1 2021.