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American Eagle Outfitters

280 hedge funds and large institutions have $2.09B invested in American Eagle Outfitters in 2013 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 82 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more call options, than puts

Call options by funds: $47.3M | Put options by funds: $33.4M

33% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 42

5% more funds holding

Funds holding: 267280 (+13)

1% less capital invested

Capital invested by funds: $2.12B → $2.09B (-$28.9M)

3.34% less ownership

Funds ownership: 78.58%75.23% (-3.3%)

24% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 108

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
8.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
56
Increased
82
Reduced
108
Closed
42
Calls
$47.3M
Puts
$33.4M
Net Calls
+$13.9M
Net Calls Change
-$18M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
1
Royce & Associates
New York
$174M -$17.3M -1,169,332 -9%
Lazard Asset Management
2
Lazard Asset Management
New York
$140M -$15.1M -1,018,548 -9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$135M +$6.57M +442,624 +5%
State Street
4
State Street
Massachusetts
$81.4M -$2.74M -184,419 -3%
DRZID
5
DePrince Race & Zollo Inc (DRZ)
Florida
$81M +$13.4M +903,140 +19%
BIT
6
BlackRock Institutional Trust
California
$79.7M -$22.2M -1,498,138 -21%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$73M -$104M -7,035,598 -58%
JP Morgan Chase
8
JP Morgan Chase
New York
$68.2M -$206K -13,890 -0.3%
BFA
9
BlackRock Fund Advisors
California
$67.8M +$2.87M +193,295 +4%
LCOV
10
London Company of Virginia
Virginia
$52.6M -$1.86M -125,497 -3%
Schroder Investment Management Group
11
Schroder Investment Management Group
United Kingdom
$49.3M +$24M +1,616,200 +89%
Norges Bank
12
Norges Bank
Norway
$37.5M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$36.7M -$10.3M -693,613 -21%
AQR Capital Management
14
AQR Capital Management
Connecticut
$34.4M +$4.83M +325,711 +16%
LI
15
LMCG Investments
Massachusetts
$27.8M -$4M -269,494 -12%
Citadel Advisors
16
Citadel Advisors
Florida
$24.7M +$20.6M +1,386,775 +424%
SO
17
STRS Ohio
Ohio
$23M
RFC
18
Russell Frank Company
Washington
$22.6M -$2.38M -160,550 -9%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$22.5M +$23.2M +1,565,300 New
EIP
20
Epoch Investment Partners
New York
$22.3M -$4.89K -330 -0%
WCM
21
Winton Capital Management
United Kingdom
$20.3M +$11.2M +754,582 +115%
Northern Trust
22
Northern Trust
Illinois
$20.2M -$155K -10,454 -0.7%
PI
23
Putnam Investments
Massachusetts
$19.2M +$4.23M +285,093 +27%
BA
24
BlackRock Advisors
Delaware
$19.1M +$18.8M +1,265,209 +2,079%
T. Rowe Price Associates
25
T. Rowe Price Associates
Maryland
$18.5M +$191K +12,860 +1%

AEO Hedge Fund Activity: Q4 2013 in Review

280 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in American Eagle Outfitters (AEO) for Q4 2013, worth a combined $2.09B — down 1.4% from $2.12B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new AEO positions and 42 closed out — a net gain of 14 holders — while 82 added to existing stakes and 108 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $24M. The largest seller was Fidelity Investments, cutting an estimated $104M.

  • 280 institutional investors held American Eagle Outfitters (AEO) as of Q4 2013, up from 267 in Q3 2013.
  • Funds reported $2.09B of American Eagle Outfitters stock for Q4 2013, down 1.4% quarter-over-quarter.
  • 56 funds opened new American Eagle Outfitters positions in Q4 2013 and 42 closed out, a net change of +14 holders.
  • The largest American Eagle Outfitters buyer in Q4 2013 was Schroder Investment Management Group, an estimated $24M added.
  • The largest American Eagle Outfitters seller in Q4 2013 was Fidelity Investments, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2013.