American Assets Trust
203 hedge funds and large institutions have $2.12B invested in American Assets Trust in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 81 increasing their positions, 56 reducing their positions, and 19 closing their positions.
58% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 19
45% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 56
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
15% more capital invested
Capital invested by funds: $1.84B → $2.12B (+$272M)
5% more funds holding
Funds holding: 193 → 203 (+10)
0.12% more ownership
Funds ownership: 97.32% → 97.44% (+0.12%)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $802K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$14.3M |
| 2 |
State Street
Boston,
Massachusetts
|
+$13.1M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.9M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$29.2M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$11.2M |
| 3 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$9.52M |
| 4 |
TA
Teachers Advisors
New York
|
-$8.3M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$5.38M |
AAT Hedge Fund Activity: Q1 2019 in Review
203 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2019, worth a combined $2.12B — up 15% from $1.84B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new AAT positions and 19 closed out — a net gain of 11 holders — while 81 added to existing stakes and 56 trimmed.
The largest buyer was Weiss Multi-Strategy Advisers, adding an estimated $14.3M. The largest seller was Victory Capital Management, cutting an estimated $29.2M.
- 203 institutional investors held American Assets Trust (AAT) as of Q1 2019, up from 193 in Q4 2018.
- Funds reported $2.12B of American Assets Trust stock for Q1 2019, up 15% quarter-over-quarter.
- 30 funds opened new American Assets Trust positions in Q1 2019 and 19 closed out, a net change of +11 holders.
- The largest American Assets Trust buyer in Q1 2019 was Weiss Multi-Strategy Advisers, an estimated $14.3M added.
- The largest American Assets Trust seller in Q1 2019 was Victory Capital Management, an estimated $29.2M sold.
Based on aggregated 13F filings for Q1 2019.