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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
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$7.49M +$1.16M +42,395 +17%
PAM
27
Panagora Asset Management
Massachusetts
$7.45M +$128K +4,692 +2%
Principal Financial Group
28
Principal Financial Group
Iowa
$6.65M +$245K +8,969 +4%
First Trust Advisors
29
First Trust Advisors
Illinois
$6.52M -$340K -12,463 -5%
Invesco
30
Invesco
Georgia
$6.3M -$6.77M -247,866 -51%
AQR Capital Management
31
AQR Capital Management
Connecticut
$6.06M -$538K -19,722 -8%
Norges Bank
32
Norges Bank
Norway
$6.01M -$1.21M -44,390 -16%
Fidelity Investments
33
Fidelity Investments
Massachusetts
$5.68M +$534K +19,566 +10%
Renaissance Technologies
34
Renaissance Technologies
New York
$5.13M +$2.83M +103,500 +113%
Universal-Beteiligungs- und Servicegesellschaft
35
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.83M +$5.02M +183,902 New
Janus Henderson Group
36
Janus Henderson Group
United Kingdom
$4.56M -$276K -10,093 -5%
State of New Jersey Common Pension Fund D
37
State of New Jersey Common Pension Fund D
New Jersey
$4.19M
AG
38
Algert Global
California
$4.06M +$339K +12,434 +9%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4M -$94.5K -3,460 -2%
Canada Life
40
Canada Life
Manitoba, Canada
$3.42M +$119K +4,349 +3%
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$3.24M +$489K +17,930 +17%
Barclays
42
Barclays
United Kingdom
$3.14M +$258K +9,458 +9%
Public Sector Pension Investment Board (PSP Investments)
43
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.11M +$479K +17,564 +17%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$2.81M +$1.91M +69,812 +187%
Prudential Financial
45
Prudential Financial
New Jersey
$2.81M +$350K +12,838 +14%
MAM
46
Martingale Asset Management
Massachusetts
$2.74M +$516K +18,911 +22%
RWM
47
Ritholtz Wealth Management
New York
$2.55M +$471K +17,254 +22%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.51M
Macquarie Group
49
Macquarie Group
Australia
$2.35M +$877K +32,144 +56%
Citigroup
50
Citigroup
New York
$2.19M +$351K +12,852 +18%

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.