We are live on ! Find out more
AAT

American Assets Trust

177 hedge funds and large institutions have $1.7B invested in American Assets Trust in 2018 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 70 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more call options, than puts

Call options by funds: $473K | Put options by funds: $388K

0.66% more ownership

Funds ownership: 95.65%96.31% (+0.66%)

2% less capital invested

Capital invested by funds: $1.73B → $1.7B (-$33.5M)

2% less funds holding

Funds holding: 181177 (-4)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

24% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 70

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
4.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
17
Increased
53
Reduced
70
Closed
19
Calls
$473K
Puts
$388K
Net Calls
+$85K
Net Calls Change
-$617K
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
26
Kennedy Capital Management
Missouri
$16.9M +$1.17M +30,450 +7%
Invesco
27
Invesco
Georgia
$16.6M -$508K -13,244 -3%
Geode Capital Management
28
Geode Capital Management
Massachusetts
$16M -$2.14M -55,790 -12%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.6M +$2.49M +64,813 +26%
Principal Financial Group
30
Principal Financial Group
Iowa
$11.6M -$495K -12,890 -4%
SEI Investments
31
SEI Investments
Pennsylvania
$10.9M -$184K -4,798 -2%
Bank of America
32
Bank of America
North Carolina
$10.9M +$961K +25,059 +9%
Millennium Management
33
Millennium Management
New York
$10.4M +$539K +14,056 +5%
WG
34
Winton Group
United Kingdom
$10M +$2.54M +66,221 +33%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$9.12M
TCIM
36
TIAA CREF Investment Management
New York
$8.99M -$9.09M -236,937 -50%
Cohen & Steers
37
Cohen & Steers
New York
$8.05M
Wells Fargo
38
Wells Fargo
California
$7.68M -$374K -9,751 -5%
Legal & General Group
39
Legal & General Group
United Kingdom
$7.5M -$48.5K -1,263 -0.6%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$6.37M +$1.44M +37,543 +28%
Morgan Stanley
41
Morgan Stanley
New York
$6.06M +$1.83M +47,824 +42%
PPA
42
Parametric Portfolio Associates
Washington
$5.61M +$638K +16,634 +12%
Citadel Advisors
43
Citadel Advisors
Florida
$5.32M -$404K -10,523 -7%
Deutsche Bank
44
Deutsche Bank
Germany
$5.08M -$1.52M -39,728 -23%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$4.7M -$39K -1,016 -0.8%
UBS AM
46
UBS AM
Illinois
$4.41M +$221K +5,750 +5%
Barclays
47
Barclays
United Kingdom
$4.1M +$1.57M +40,853 +59%
RCM
48
RVB Capital Management
New York
$3.92M -$2.11M -55,000 -34%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$3.77M -$367K -9,556 -9%
Asset Management One
50
Asset Management One
Japan
$3.08M -$7.48K -195 -0.2%

AAT Hedge Fund Activity: Q3 2018 in Review

177 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q3 2018, worth a combined $1.7B — down 1.9% from $1.73B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of AAT and 17 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 53 added.

The largest buyer was Weiss Multi-Strategy Advisers, opening a new position worth an estimated $18.2M. The largest seller was TIAA CREF Investment Management, cutting an estimated $9.09M.

  • 177 institutional investors held American Assets Trust (AAT) as of Q3 2018, down from 181 in Q2 2018.
  • Funds reported $1.7B of American Assets Trust stock for Q3 2018, down 1.9% quarter-over-quarter.
  • 17 funds opened new American Assets Trust positions in Q3 2018 and 19 closed out, a net change of -2 holders.
  • The largest American Assets Trust buyer in Q3 2018 was Weiss Multi-Strategy Advisers, an estimated $18.2M added.
  • The largest American Assets Trust seller in Q3 2018 was TIAA CREF Investment Management, an estimated $9.09M sold.

Based on aggregated 13F filings for Q3 2018.