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AAT

American Assets Trust

218 hedge funds and large institutions have $1.46B invested in American Assets Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116K | Put options by funds: $76K

37% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 63

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 214218 (+4)

0.8% more ownership

Funds ownership: 90.24%91.04% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.47B → $1.46B (-$12.6M)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
86
Reduced
63
Closed
22
Calls
$116K
Puts
$76K
Net Calls
+$40K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
226
Two Sigma Investments
New York
-$395K -14,782 Closed
Neuberger Berman Group
227
Neuberger Berman Group
New York
-$354K -13,235 Closed
Acadian Asset Management
228
Acadian Asset Management
Massachusetts
-$331K -12,421 Closed
ECM
229
Everence Capital Management
Indiana
-$308K -11,530 Closed
FRM
230
Fox Run Management
Connecticut
-$299K -11,182 Closed
CS
231
Capital Square
Tennessee
-$252K -9,429 Closed
CL
232
Choreo LLC
Illinois
-$214K -8,113 Closed
CFM
233
Catalyst Funds Management
Australia
-$206K -7,700 Closed
Fidelity International
234
Fidelity International
Bermuda
-$72.4K -2,708 Closed
QL
235
Quarry LP
New York
-$57.8K -2,163 Closed
CPA
236
Capital Performance Advisors
California
-$5.48K -205 Closed
FFA
237
Frazier Financial Advisors
Ohio
-$3.63K -136 Closed
WTC
238
WhitTier Trust Company
Nevada
-$1.18K -44 Closed
A
239
AlphaQuest
New York
-$615 -23 Closed
MFG
240
Mendota Financial Group
Wisconsin
-$188 -7 Closed

AAT Hedge Fund Activity: Q4 2024 in Review

218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2024, worth a combined $1.46B — down 0.86% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAT positions and 22 closed out — a net gain of 6 holders — while 86 added to existing stakes and 63 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.8M. The largest seller was Adage Capital Partners, cutting an estimated $11.1M.

  • 218 institutional investors held American Assets Trust (AAT) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $1.46B of American Assets Trust stock for Q4 2024, down 0.86% quarter-over-quarter.
  • 28 funds opened new American Assets Trust positions in Q4 2024 and 22 closed out, a net change of +6 holders.
  • The largest American Assets Trust buyer in Q4 2024 was Wellington Management Group, an estimated $15.8M added.
  • The largest American Assets Trust seller in Q4 2024 was Adage Capital Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.