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EPAX

Ambassadors Group Inc
EPAX

Delisted

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

35 hedge funds and large institutions have $42.8M invested in Ambassadors Group Inc in 2014 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

3% more funds holding

Funds holding: 3435 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

13% less capital invested

Capital invested by funds: $49.1M → $42.8M (-$6.34M)

Holders
35
Holders Change
+1
Holders Change %
+2.94%
% of All Funds
1.01%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
5
Increased
7
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$12.1M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$7.01M
LFCM
3
Lane Five Capital Management
Maryland
$4.52M
MRCM
4
Mill Road Capital Management
Connecticut
$3.21M
Renaissance Technologies
5
Renaissance Technologies
New York
$3.21M -$19.4K -4,602 -0.6%
SPH
6
Steel Partners Holdings
New York
$2.97M
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.04M +$17K +4,034 +0.8%
BIT
8
BlackRock Institutional Trust
California
$1.91M -$71.6K -17,016 -3%
WIC
9
Willis Investment Counsel
Georgia
$1.61M +$118K +28,121 +7%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.57M
JGC
11
J. Goldman & Co
New York
$495K +$68.7K +16,326 +15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$298K +$820 +195 +0.3%
BFA
13
BlackRock Fund Advisors
California
$209K +$26.9K +6,402 +14%
Northern Trust
14
Northern Trust
Illinois
$195K +$3.97K +943 +2%
US Bancorp
15
US Bancorp
Minnesota
$164K
SKK
16
Shepherd Kaplan Krochuk
Massachusetts
$144K -$126K -30,020 -45%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$142K
Invesco
18
Invesco
Georgia
$133K -$78.2K -18,593 -36%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$132K
RA
20
Royce & Associates
New York
$127K -$126K -29,970 -48%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$114K
BCM
22
Bridgeway Capital Management
Texas
$98K +$104K +24,772 New
Hotchkis & Wiley Capital Management
23
Hotchkis & Wiley Capital Management
California
$87K +$92.1K +21,900 New
RC
24
RBF Capital
California
$67K -$21K -5,000 -23%
Deutsche Bank
25
Deutsche Bank
Germany
$66K -$25.7K -6,108 -27%

EPAX Hedge Fund Activity: Q1 2014 in Review

35 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Ambassadors Group Inc (EPAX) for Q1 2014, worth a combined $42.8M — down 13% from $49.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EPAX positions and 4 closed out — a net gain of 1 holder — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Willis Investment Counsel, adding an estimated $118K. The largest seller was Schafer Cullen Capital Management, exiting entirely with an estimated $293K sold.

  • 35 institutional investors held Ambassadors Group Inc (EPAX) as of Q1 2014, up from 34 in Q4 2013.
  • Funds reported $42.8M of Ambassadors Group Inc stock for Q1 2014, down 13% quarter-over-quarter.
  • 5 funds opened new Ambassadors Group Inc positions in Q1 2014 and 4 closed out, a net change of +1 holder.
  • The largest Ambassadors Group Inc buyer in Q1 2014 was Willis Investment Counsel, an estimated $118K added.
  • The largest Ambassadors Group Inc seller in Q1 2014 was Schafer Cullen Capital Management, an estimated $293K sold.

Based on aggregated 13F filings for Q1 2014.