American Assets Trust
194 hedge funds and large institutions have $1.6B invested in American Assets Trust in 2020 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 74 increasing their positions, 63 reducing their positions, and 21 closing their positions.
62% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 21
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
17% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 63
10% more capital invested
Capital invested by funds: $1.45B → $1.6B (+$146M)
7% more funds holding
Funds holding: 182 → 194 (+12)
1.16% less ownership
Funds ownership: 96.75% → 95.6% (-1.2%)
73% less call options, than puts
Call options by funds: $58K | Put options by funds: $214K
Top Buyers
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$36.5M |
| 2 |
BAMCO Inc
New York
|
+$7.78M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$6.43M |
| 4 |
BlackRock
New York
|
+$6.19M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$5.9M |
Top Sellers
| 1 |
Prudential Financial
Newark,
New Jersey
|
-$25.2M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
-$14.9M |
| 3 |
Goldman Sachs
New York
|
-$8.46M |
| 4 |
Millennium Management
New York
|
-$8.46M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$7.91M |
AAT Hedge Fund Activity: Q2 2020 in Review
194 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2020, worth a combined $1.6B — up 10% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new AAT positions and 21 closed out — a net gain of 13 holders — while 74 added to existing stakes and 63 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $36.5M. The largest seller was Prudential Financial, cutting an estimated $25.2M.
- 194 institutional investors held American Assets Trust (AAT) as of Q2 2020, up from 182 in Q1 2020.
- Funds reported $1.6B of American Assets Trust stock for Q2 2020, up 10% quarter-over-quarter.
- 34 funds opened new American Assets Trust positions in Q2 2020 and 21 closed out, a net change of +13 holders.
- The largest American Assets Trust buyer in Q2 2020 was Principal Financial Group, an estimated $36.5M added.
- The largest American Assets Trust seller in Q2 2020 was Prudential Financial, an estimated $25.2M sold.
Based on aggregated 13F filings for Q2 2020.