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EPAX

Ambassadors Group Inc
EPAX

Delisted

EPAX was delisted on the 22nd of October, 2015.

38 hedge funds and large institutions have $38.7M invested in Ambassadors Group Inc in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

5% less capital invested

Capital invested by funds: $40.8M → $38.7M (-$2.08M)

16% less funds holding

Funds holding: 4538 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
38
Holders Change
-7
Holders Change %
-15.56%
% of All Funds
1.23%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.1%
New
Increased
10
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$9.67M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.11M
LFCM
3
Lane Five Capital Management
Maryland
$4.1M
MRCM
4
Mill Road Capital Management
Connecticut
$2.8M
Renaissance Technologies
5
Renaissance Technologies
New York
$2.72M +$42.2K +12,086 +2%
SPH
6
Steel Partners Holdings
New York
$2.59M
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.81M
BIT
8
BlackRock Institutional Trust
California
$1.55M +$23.2K +6,635 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.35M -$3.42K -981 -0.2%
OP
10
Osmium Partners
California
$1.15M -$529K -151,639 -31%
WIC
11
Willis Investment Counsel
Georgia
$823K
EAM
12
Edge Asset Management
Washington
$701K +$65.3K +18,700 +10%
SCM
13
Stadium Capital Management
Connecticut
$663K -$526K -150,783 -44%
Goldman Sachs
14
Goldman Sachs
New York
$331K -$91 -26 -0%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$259K +$454 +130 +0.2%
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$241K +$194K +55,500 +387%
RFC
17
Russell Frank Company
Washington
$239K -$18.5K -5,300 -7%
RA
18
Royce & Associates
New York
$214K
Northern Trust
19
Northern Trust
Illinois
$168K -$26.4K -7,558 -13%
Invesco
20
Invesco
Georgia
$161K -$45.2K -12,964 -22%
BFA
21
BlackRock Fund Advisors
California
$153K +$12.2K +3,492 +9%
US Bancorp
22
US Bancorp
Minnesota
$143K
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$124K
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$119K
PPA
25
Parametric Portfolio Associates
Washington
$110K +$4.42K +1,267 +4%

EPAX Hedge Fund Activity: Q3 2013 in Review

38 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Ambassadors Group Inc (EPAX) for Q3 2013, worth a combined $38.7M — down 5.1% from $40.8M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPAX and 0 opened new positions — a net loss of 7 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Shepherd Kaplan Krochuk, adding an estimated $194K. The largest seller was Osmium Partners, cutting an estimated $529K.

  • 38 institutional investors held Ambassadors Group Inc (EPAX) as of Q3 2013, down from 45 in Q2 2013.
  • Funds reported $38.7M of Ambassadors Group Inc stock for Q3 2013, down 5.1% quarter-over-quarter.
  • 0 funds opened new Ambassadors Group Inc positions in Q3 2013 and 7 closed out, a net change of -7 holders.
  • The largest Ambassadors Group Inc buyer in Q3 2013 was Shepherd Kaplan Krochuk, an estimated $194K added.
  • The largest Ambassadors Group Inc seller in Q3 2013 was Osmium Partners, an estimated $529K sold.

Based on aggregated 13F filings for Q3 2013.