We are live on ! Find out more
EPAX

Ambassadors Group Inc
EPAX

Delisted

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

37 hedge funds and large institutions have $49.6M invested in Ambassadors Group Inc in 2014 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

25% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 8

16% more capital invested

Capital invested by funds: $42.8M → $49.6M (+$6.8M)

6% more funds holding

Funds holding: 3537 (+2)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
37
Holders Change
+2
Holders Change %
+5.71%
% of All Funds
1.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
5
Increased
10
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$14.1M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$8.16M
LFCM
3
Lane Five Capital Management
Maryland
$5.48M
MRCM
4
Mill Road Capital Management
Connecticut
$3.74M
Renaissance Technologies
5
Renaissance Technologies
New York
$3.65M -$76K -18,628 -2%
SPH
6
Steel Partners Holdings
New York
$3.46M
Vanguard Group
7
Vanguard Group
Pennsylvania
$2.39M +$16.9K +4,152 +0.8%
BIT
8
BlackRock Institutional Trust
California
$2.23M +$10.1K +2,479 +0.5%
WIC
9
Willis Investment Counsel
Georgia
$1.95M +$74.3K +18,212 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.88M +$43.7K +10,701 +3%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$347K -$265 -65 -0.1%
BFA
12
BlackRock Fund Advisors
California
$251K +$6.33K +1,552 +3%
Northern Trust
13
Northern Trust
Illinois
$225K -$2.31K -566 -1%
Invesco
14
Invesco
Georgia
$221K +$57.5K +14,100 +42%
US Bancorp
15
US Bancorp
Minnesota
$191K
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$166K
BCM
17
Bridgeway Capital Management
Texas
$165K +$44.6K +10,928 +44%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$159K
RA
19
Royce & Associates
New York
$148K
Bank of New York Mellon
20
Bank of New York Mellon
New York
$134K +$1.14K +280 +1%
SKK
21
Shepherd Kaplan Krochuk
Massachusetts
$126K -$36.7K -8,997 -25%
Hotchkis & Wiley Capital Management
22
Hotchkis & Wiley Capital Management
California
$123K +$19.2K +4,700 +21%
RC
23
RBF Capital
California
$67K -$10.6K -2,600 -15%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$66K
State Street
25
State Street
Massachusetts
$60K

EPAX Hedge Fund Activity: Q2 2014 in Review

37 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Ambassadors Group Inc (EPAX) for Q2 2014, worth a combined $49.6M — up 16% from $42.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EPAX positions and 3 closed out — a net gain of 2 holders — while 10 added to existing stakes and 8 trimmed.

The largest buyer was Willis Investment Counsel, adding an estimated $74.3K. The largest seller was J. Goldman & Co, exiting entirely with an estimated $495K sold.

  • 37 institutional investors held Ambassadors Group Inc (EPAX) as of Q2 2014, up from 35 in Q1 2014.
  • Funds reported $49.6M of Ambassadors Group Inc stock for Q2 2014, up 16% quarter-over-quarter.
  • 5 funds opened new Ambassadors Group Inc positions in Q2 2014 and 3 closed out, a net change of +2 holders.
  • The largest Ambassadors Group Inc buyer in Q2 2014 was Willis Investment Counsel, an estimated $74.3K added.
  • The largest Ambassadors Group Inc seller in Q2 2014 was J. Goldman & Co, an estimated $495K sold.

Based on aggregated 13F filings for Q2 2014.