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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
Axa
51
Axa
France
$2.18M
AIMCA
52
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.15M
Assenagon Asset Management
53
Assenagon Asset Management
Luxembourg
$2.11M -$74.5K -2,730 -3%
Deutsche Bank
54
Deutsche Bank
Germany
$2.01M +$356K +13,025 +21%
Tudor Investment Corp
55
Tudor Investment Corp
Connecticut
$1.9M +$46.5K +1,703 +2%
Asset Management One
56
Asset Management One
Japan
$1.85M +$87.1K +3,189 +5%
Ohio Public Employees Retirement System (OPERS)
57
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.79M +$1.86M +68,235 New
Bank of America
58
Bank of America
North Carolina
$1.77M +$157K +5,745 +9%
AllianceBernstein
59
AllianceBernstein
Tennessee
$1.75M -$38.8K -1,420 -2%
UBS Group
60
UBS Group
Switzerland
$1.74M +$1.05M +38,479 +139%
Raymond James Financial
61
Raymond James Financial
Florida
$1.7M +$1.77M +64,841 New
NAAA
62
New Age Alpha Advisors
New York
$1.68M +$1.75M +63,996 New
Nomura Asset Management
63
Nomura Asset Management
Japan
$1.66M +$83K +3,040 +5%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$1.52M +$107K +3,927 +7%
SBH
65
Segall Bryant & Hamill
Illinois
$1.5M +$1.56M +57,160 New
VA
66
Vident Advisory
Georgia
$1.49M -$1.07M -39,118 -41%
Franklin Resources
67
Franklin Resources
California
$1.48M -$413K -15,129 -21%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.42M +$1.47M +53,981 New
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$1.38M +$871K +31,891 +154%
Sumitomo Mitsui Trust Group
70
Sumitomo Mitsui Trust Group
Japan
$1.38M -$16.6K -608 -1%
Lazard Asset Management
71
Lazard Asset Management
New York
$1.32M +$749K +27,436 +121%
SOADOR
72
State of Alaska Department of Revenue
Alaska
$1.31M +$1.72K +63 +0.1%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$1.25M +$277K +10,163 +27%
Amundi
74
Amundi
France
$1.23M +$397K +14,527 +40%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.19M -$16.1K -589 -1%

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.