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EPAX

Ambassadors Group Inc
EPAX

Delisted

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

30 hedge funds and large institutions have $35.5M invested in Ambassadors Group Inc in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

19% less funds holding

Funds holding: 3730 (-7)

28% less capital invested

Capital invested by funds: $49.6M → $35.5M (-$14.1M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
30
Holders Change
-7
Holders Change %
-18.92%
% of All Funds
0.87%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.06%
New
1
Increased
6
Reduced
6
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BP
1
Bandera Partners
New York
$11.3M
Fidelity Investments
2
Fidelity Investments
Massachusetts
$6.55M
MRCM
3
Mill Road Capital Management
Connecticut
$3M
Renaissance Technologies
4
Renaissance Technologies
New York
$2.97M +$43.7K +10,800 +1%
SPH
5
Steel Partners Holdings
New York
$2.77M
Vanguard Group
6
Vanguard Group
Pennsylvania
$1.92M
BIT
7
BlackRock Institutional Trust
California
$1.77M -$18.5K -4,578 -0.9%
WIC
8
Willis Investment Counsel
Georgia
$1.66M +$103K +25,350 +6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$1.49M -$16.7K -4,134 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$279K +$526 +130 +0.2%
Invesco
11
Invesco
Georgia
$222K +$49.4K +12,200 +25%
BFA
12
BlackRock Fund Advisors
California
$187K -$14.9K -3,689 -7%
Northern Trust
13
Northern Trust
Illinois
$178K -$1.61K -397 -0.8%
Morgan Stanley
14
Morgan Stanley
New York
$169K +$169K +41,865 +1,212%
US Bancorp
15
US Bancorp
Minnesota
$154K
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$133K
BCM
17
Bridgeway Capital Management
Texas
$132K
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$127K
RA
19
Royce & Associates
New York
$119K
Hotchkis & Wiley Capital Management
20
Hotchkis & Wiley Capital Management
California
$116K +$19K +4,700 +18%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$107K
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$53K
State Street
23
State Street
Massachusetts
$47K
BGIM
24
Brandywine Global Investment Management
Pennsylvania
$19K -$202 -50 -1%
BA
25
BlackRock Advisors
Delaware
$17K

EPAX Hedge Fund Activity: Q3 2014 in Review

30 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Ambassadors Group Inc (EPAX) for Q3 2014, worth a combined $35.5M — down 28% from $49.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of EPAX and 1 opened new positions — a net loss of 6 holders — while 6 trimmed existing stakes and 6 added.

The largest buyer was Morgan Stanley, adding an estimated $169K. The largest seller was Shepherd Kaplan Krochuk, exiting entirely with an estimated $126K sold.

  • 30 institutional investors held Ambassadors Group Inc (EPAX) as of Q3 2014, down from 37 in Q2 2014.
  • Funds reported $35.5M of Ambassadors Group Inc stock for Q3 2014, down 28% quarter-over-quarter.
  • 1 fund opened new Ambassadors Group Inc positions in Q3 2014 and 7 closed out, a net change of -6 holders.
  • The largest Ambassadors Group Inc buyer in Q3 2014 was Morgan Stanley, an estimated $169K added.
  • The largest Ambassadors Group Inc seller in Q3 2014 was Shepherd Kaplan Krochuk, an estimated $126K sold.

Based on aggregated 13F filings for Q3 2014.