We are live on ! Find out more
AAT

American Assets Trust
AAT

219 hedge funds and large institutions have $1.13B invested in American Assets Trust in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 77 increasing their positions, 77 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more call options, than puts

Call options by funds: $141K | Put options by funds: $56K

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

0.54% more ownership

Funds ownership: 91.04% → 91.58% (+0.54%)

0% more funds holding

Funds holding: 218 → 219 (+1)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 77

22% less capital invested

Capital invested by funds: $1.46B → $1.13B (-$327M)

Holders
219
Holders Change
+1
Holders Change %
+0.46%
% of All Funds
2.94%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
33
Increased
77
Reduced
77
Closed
29
Calls
$141K
Puts
$56K
Net Calls
+$85K
Net Calls Change
+$45K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.6M
2
CLGM
Capitolis Liquid Global Markets
New York
+$10.4M
3
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$9.36M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$6.28M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.45M

Top Sellers

1
BlackRock
BlackRock
New York
-$30.8M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$11.5M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.77M
4
UBS AM
UBS AM
Illinois
-$7.74M
5
KCM
Kennedy Capital Management
Missouri
-$3.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$6.07M +$404K +17,905 +6%
Fidelity Investments
27
Fidelity Investments
Massachusetts
$5.8M +$1.62M +71,936 +33%
Renaissance Technologies
28
Renaissance Technologies
New York
$5.78M +$2.07M +91,800 +47%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$5.61M +$6.28M +278,660 New
Principal Financial Group
30
Principal Financial Group
Iowa
$5.21M +$118K +5,229 +2%
First Trust Advisors
31
First Trust Advisors
Illinois
$5.01M +$5.89K +261 +0.1%
Balyasny Asset Management
32
Balyasny Asset Management
Illinois
$4.87M +$5.45M +241,793 New
Wellington Management Group
33
Wellington Management Group
Massachusetts
$4.6M -$9.77M -433,229 -65%
OSAM
34
O'Shaughnessy Asset Management
Connecticut
$4.08M -$1.86M -82,631 -29%
Universal-Beteiligungs- und Servicegesellschaft
35
Universal-Beteiligungs- und Servicegesellschaft
Germany
$3.81M +$124K +5,519 +3%
AG
36
Algert Global
California
$3.79M +$751K +33,300 +22%
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$3.76M +$1.43M +63,242 +51%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$3.48M – – –
Prudential Financial
39
Prudential Financial
New Jersey
$3.37M +$475K +21,080 +20%
Raymond James Financial
40
Raymond James Financial
Florida
$3.3M +$2.23M +98,986 +153%
Jane Street
41
Jane Street
New York
$3.19M +$3.01M +133,329 +534%
Tudor Investment Corp
42
Tudor Investment Corp
Connecticut
$3.19M +$1.93M +85,750 +118%
Norges Bank
43
Norges Bank
Norway
$3.18M -$1.6M -71,132 -31%
AQR Capital Management
44
AQR Capital Management
Connecticut
$3.09M -$1.75M -77,430 -34%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.02M +$708K +31,418 +27%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$2.92M -$169K -7,505 -5%
State of New Jersey Common Pension Fund D
47
State of New Jersey Common Pension Fund D
New Jersey
$2.91M -$338K -15,000 -9%
Jacobs Levy Equity Management
48
Jacobs Levy Equity Management
New Jersey
$2.76M +$3.09M +136,959 New
Canada Life
49
Canada Life
Manitoba, Canada
$2.6M -$36.3K -1,609 -1%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$2.47M +$2.76M +122,397 New
1
2
3 4 5

AAT Hedge Fund Activity: Q1 2025 in Review

219 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2025, worth a combined $1.13B — down 22% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new AAT positions and 29 closed out — a net gain of 4 holders — while 77 added to existing stakes and 77 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $10.6M. The largest seller was BlackRock, cutting an estimated $30.8M.

  • 219 institutional investors held American Assets Trust (AAT) as of Q1 2025, up from 218 in Q4 2024.
  • Funds reported $1.13B of American Assets Trust stock for Q1 2025, down 22% quarter-over-quarter.
  • 33 funds opened new American Assets Trust positions in Q1 2025 and 29 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q1 2025 was Arrowstreet Capital, an estimated $10.6M added.
  • The largest American Assets Trust seller in Q1 2025 was BlackRock, an estimated $30.8M sold.

Based on aggregated 13F filings for Q1 2025.