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American Eagle Outfitters

305 hedge funds and large institutions have $4.6B invested in American Eagle Outfitters in 2021 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 115 increasing their positions, 104 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 115 | Existing positions reduced: 104

1% less call options, than puts

Call options by funds: $126M | Put options by funds: $127M

4.3% less ownership

Funds ownership: 110.01%105.71% (-4.3%)

9% less funds holding

Funds holding: 335305 (-30)

33% less capital invested

Capital invested by funds: $6.91B → $4.6B (-$2.31B)

34% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 73

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
305
Holders Change
-30
Holders Change %
-8.96%
% of All Funds
5.34%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.05%
New
48
Increased
115
Reduced
104
Closed
73
Calls
$126M
Puts
$127M
Net Calls
-$845K
Net Calls Change
+$63M
Name Holding Trade Value Shares
Change
Change in
Stake
American Century Companies
26
American Century Companies
Missouri
$29.2M -$10.3M -323,335 -22%
WCM
27
Wedge Capital Management
North Carolina
$27.5M +$8.59M +270,200 +34%
N
28
Nuveen
North Carolina
$27.3M -$8.02M -252,322 -19%
RCAMU
29
Rothschild & Co Asset Management US
Connecticut
$24M -$2.99M -94,069 -9%
Principal Financial Group
30
Principal Financial Group
Iowa
$23.6M +$425K +13,383 +1%
EAM
31
Eagle Asset Management
Florida
$22.7M +$4.77M +150,247 +21%
Voloridge Investment Management
32
Voloridge Investment Management
Florida
$22.4M +$14.1M +442,967 +104%
SI
33
Scout Investments
Missouri
$21.8M +$5.26M +165,396 +24%
Bank of America
34
Bank of America
North Carolina
$21M +$5.45M +171,431 +27%
VLKIM
35
Van Lanschot Kempen Investment Management
Netherlands
$19.9M +$11.8M +371,611 +93%
Morgan Stanley
36
Morgan Stanley
New York
$17.1M +$4.23M +133,207 +25%
TSW
37
Thompson Siegel & Walmsley
Virginia
$16.4M +$20.2M +636,185 New
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$16.4M +$82.6K +2,600 +0.4%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$16.3M +$3.52M +110,821 +21%
JP Morgan Chase
40
JP Morgan Chase
New York
$16.1M +$2.04M +64,197 +11%
Wells Fargo
41
Wells Fargo
California
$15.7M -$2.2M -69,326 -10%
HCM
42
Hodges Capital Management
Texas
$15.5M +$19.1M +599,896 New
SC
43
Shellback Capital
Massachusetts
$12.9M -$18.5M -583,204 -54%
RC
44
RBF Capital
California
$12M +$11M +346,971 +289%
PPA
45
Parametric Portfolio Associates
Washington
$11.9M -$4.41M -138,619 -23%
PC
46
Pier Capital
Connecticut
$11.7M +$4.42M +139,025 +44%
PCM
47
Peregrine Capital Management
Minnesota
$11.5M -$1.27M -40,042 -8%
STB
48
S&T Bank
Pennsylvania
$11.4M -$586K -18,447 -4%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$11.2M +$20.1K +634 +0.1%
KCM
50
Kennedy Capital Management
Missouri
$11.2M -$610K -19,192 -4%

AEO Hedge Fund Activity: Q3 2021 in Review

305 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in American Eagle Outfitters (AEO) for Q3 2021, worth a combined $4.6B — down 33% from $6.91B a quarter earlier.

Sellers outnumbered buyers: 73 funds closed out of AEO and 48 opened new positions — a net loss of 25 holders — while 104 trimmed existing stakes and 115 added.

The largest buyer was Citadel Advisors, adding an estimated $68M. The largest seller was Platinum Investment Management, exiting entirely with an estimated $102M sold.

  • 305 institutional investors held American Eagle Outfitters (AEO) as of Q3 2021, down from 335 in Q2 2021.
  • Funds reported $4.6B of American Eagle Outfitters stock for Q3 2021, down 33% quarter-over-quarter.
  • 48 funds opened new American Eagle Outfitters positions in Q3 2021 and 73 closed out, a net change of -25 holders.
  • The largest American Eagle Outfitters buyer in Q3 2021 was Citadel Advisors, an estimated $68M added.
  • The largest American Eagle Outfitters seller in Q3 2021 was Platinum Investment Management, an estimated $102M sold.

Based on aggregated 13F filings for Q3 2021.