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American Eagle Outfitters

273 hedge funds and large institutions have $2.83B invested in American Eagle Outfitters in 2020 Q3 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 118 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $160M | Put options by funds: $65.2M

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

44% more capital invested

Capital invested by funds: $1.96B → $2.83B (+$862M)

12% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 42

5.74% more ownership

Funds ownership: 109.91%115.64% (+5.7%)

1% more funds holding

Funds holding: 270273 (+3)

38% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 118

Holders
273
Holders Change
+3
Holders Change %
+1.11%
% of All Funds
5.51%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.18%
New
47
Increased
73
Reduced
118
Closed
42
Calls
$160M
Puts
$65.2M
Net Calls
+$95.2M
Net Calls Change
+$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$244M -$16.4M -1,373,517 -8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$195M -$8.86M -743,331 -5%
MCM
3
Melvin Capital Management
New York
$178M +$11.9M +1,000,000 +9%
CB
4
Cooke & Bieler
Pennsylvania
$165M -$3.16M -264,583 -2%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$137M +$98.3M +8,243,982 +816%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$133M -$8.9M -746,697 -8%
AM
7
Atreides Management
Massachusetts
$102M +$81.9M +6,867,400 New
Goldman Sachs
8
Goldman Sachs
New York
$77.7M +$48.9M +4,100,992 +358%
State Street
9
State Street
Massachusetts
$75.8M -$4.24M -355,273 -6%
Macquarie Group
10
Macquarie Group
Australia
$72.3M +$23M +1,925,020 +65%
SC
11
Samlyn Capital
New York
$62.2M -$13.5M -1,132,746 -21%
SAM
12
Scopus Asset Management
New York
$59.2M +$13.4M +1,125,000 +39%
Coatue Management
13
Coatue Management
New York
$55.9M +$45M +3,775,399 New
Northern Trust
14
Northern Trust
Illinois
$49.5M -$1.6M -134,193 -4%
PIM
15
Platinum Investment Management
Australia
$47.3M +$211K +17,702 +0.6%
Wells Fargo
16
Wells Fargo
California
$47.3M -$5.58M -468,001 -13%
Point72 Asset Management
17
Point72 Asset Management
Connecticut
$44.6M -$9.86M -826,464 -22%
Franklin Resources
18
Franklin Resources
California
$43.6M +$3.13M +262,327 +10%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$33.9M -$3.37M -282,904 -11%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$31.7M -$765K -64,141 -3%
Norges Bank
21
Norges Bank
Norway
$30.6M -$4.37M -366,836 -15%
NSGL
22
No Street GP LP
California
$29.6M +$2.98M +250,000 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$28.8M -$2.73M -228,892 -11%
Victory Capital Management
24
Victory Capital Management
Texas
$24.5M -$4.09M -343,175 -17%
SFM
25
Systematic Financial Management
New Jersey
$24.1M -$1.4M -117,674 -7%

AEO Hedge Fund Activity: Q3 2020 in Review

273 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in American Eagle Outfitters (AEO) for Q3 2020, worth a combined $2.83B — up 44% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new AEO positions and 42 closed out — a net gain of 5 holders — while 73 added to existing stakes and 118 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $98.3M. The largest seller was LSV Asset Management, cutting an estimated $59.1M.

  • 273 institutional investors held American Eagle Outfitters (AEO) as of Q3 2020, up from 270 in Q2 2020.
  • Funds reported $2.83B of American Eagle Outfitters stock for Q3 2020, up 44% quarter-over-quarter.
  • 47 funds opened new American Eagle Outfitters positions in Q3 2020 and 42 closed out, a net change of +5 holders.
  • The largest American Eagle Outfitters buyer in Q3 2020 was Fidelity Investments, an estimated $98.3M added.
  • The largest American Eagle Outfitters seller in Q3 2020 was LSV Asset Management, an estimated $59.1M sold.

Based on aggregated 13F filings for Q3 2020.