American Eagle Outfitters
363 hedge funds and large institutions have $2.77B invested in American Eagle Outfitters in 2026 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 136 increasing their positions, 114 reducing their positions, and 76 closing their positions.
19% more repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 114
3.95% more ownership
Funds ownership: 93.92% → 97.88% (+4%)
8% more call options, than puts
Call options by funds: $73.6M | Put options by funds: $68.3M
5% less funds holding
Funds holding: 382 → 363 (-19)
16% less first-time investments, than exits
New positions opened: 64 | Existing positions closed: 76
34% less capital invested
Capital invested by funds: $4.2B → $2.77B (-$1.43B)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$88.2M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$68.3M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$58M |
| 4 |
Squarepoint
New York
|
+$33.9M |
| 5 |
JGC
J. Goldman & Co
New York
|
+$31.2M |
Top Sellers
| 1 |
Marshall Wace
London,
United Kingdom
|
-$118M |
| 2 |
D.E. Shaw & Co
New York
|
-$64.1M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$50.6M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$35.9M |
AEO Hedge Fund Activity: Q1 2026 in Review
363 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in American Eagle Outfitters (AEO) for Q1 2026, worth a combined $2.77B — down 34% from $4.2B a quarter earlier.
Sellers outnumbered buyers: 76 funds closed out of AEO and 64 opened new positions — a net loss of 12 holders — while 114 trimmed existing stakes and 136 added.
The largest buyer was Arrowstreet Capital, adding an estimated $88.2M. The largest seller was Marshall Wace, exiting entirely with an estimated $118M sold.
- 363 institutional investors held American Eagle Outfitters (AEO) as of Q1 2026, down from 382 in Q4 2025.
- Funds reported $2.77B of American Eagle Outfitters stock for Q1 2026, down 34% quarter-over-quarter.
- 64 funds opened new American Eagle Outfitters positions in Q1 2026 and 76 closed out, a net change of -12 holders.
- The largest American Eagle Outfitters buyer in Q1 2026 was Arrowstreet Capital, an estimated $88.2M added.
- The largest American Eagle Outfitters seller in Q1 2026 was Marshall Wace, an estimated $118M sold.
Based on aggregated 13F filings for Q1 2026.