American Assets Trust
205 hedge funds and large institutions have $2.7B invested in American Assets Trust in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 72 increasing their positions, 76 reducing their positions, and 27 closing their positions.
2.84% more ownership
Funds ownership: 95.13% → 97.97% (+2.8%)
2% more capital invested
Capital invested by funds: $2.66B → $2.7B (+$40.8M)
5% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 76
7% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 27
4% less funds holding
Funds holding: 214 → 205 (-9)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
95% less call options, than puts
Call options by funds: $18K | Put options by funds: $343K
Top Buyers
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$26.4M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$15.8M |
| 3 |
BlackRock
New York
|
+$11.8M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$11.7M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
+$10.7M |
Top Sellers
| 1 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$15.4M |
| 2 |
CM
Crestline Management
Fort Worth,
Texas
|
-$15.3M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$13.2M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$9.42M |
| 5 |
WCP
Waterfront Capital Partners
New York
|
-$8.34M |
AAT Hedge Fund Activity: Q4 2019 in Review
205 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2019, worth a combined $2.7B — up 1.5% from $2.66B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of AAT and 25 opened new positions — a net loss of 2 holders — while 76 trimmed existing stakes and 72 added.
The largest buyer was Heitman Real Estate Securities, adding an estimated $26.4M. The largest seller was Weiss Multi-Strategy Advisers, cutting an estimated $15.4M.
- 205 institutional investors held American Assets Trust (AAT) as of Q4 2019, down from 214 in Q3 2019.
- Funds reported $2.7B of American Assets Trust stock for Q4 2019, up 1.5% quarter-over-quarter.
- 25 funds opened new American Assets Trust positions in Q4 2019 and 27 closed out, a net change of -2 holders.
- The largest American Assets Trust buyer in Q4 2019 was Heitman Real Estate Securities, an estimated $26.4M added.
- The largest American Assets Trust seller in Q4 2019 was Weiss Multi-Strategy Advisers, an estimated $15.4M sold.
Based on aggregated 13F filings for Q4 2019.