AAT

American Assets Trust
AAT

Overview Fund Activity

186 hedge funds and large institutions have $1.45B invested in American Assets Trust in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 26 closing their positions.

Holders
186
Holders Change
-14
Holders Change %
-7%
% of All Funds
3.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
67
Reduced
77
Closed
26
Calls
–
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$8K

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$11.6M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$3.78M
4
Goldman Sachs
4
Goldman Sachs
New York
$12M
5
PAM
5
Panagora Asset Management
Massachusetts
$2.34M

Top Sellers

1
GIP
1
Granite Investment Partners
California
$0
2
Northern Trust
2
Northern Trust
Illinois
$18.9M
3
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$26.6M
4
Morgan Stanley
4
Morgan Stanley
New York
$12.2M
5
GC
5
Guggenheim Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Lazard Asset Management
151
Lazard Asset Management
New York
$37K – – –
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$33K – – –
HIA
153
Harbor Investment Advisory
Maryland
$32K – – –
SWA
154
Sutton Wealth Advisors
Florida
$31.8K +$51 +2 +0.2%
VCM
155
Versant Capital Management
Arizona
$22K +$3.61K +143 +20%
Simplex Trading
156
Simplex Trading
Illinois
$15K +$11.9K +469 +391%
IA
157
IFP Advisors
Florida
$12K +$7.13K +19 +146%
S
158
SignatureFD
Georgia
$10K +$1.54K +61 +18%
DFCM
159
Dark Forest Capital Management
Puerto Rico
$8K +$8K +322 New
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$7K -$8.77K -347 -56%
BBHC
161
Brown Brothers Harriman & Co
New York
$6K – – –
Carson Wealth (CWM LLC)
162
Carson Wealth (CWM LLC)
Nebraska
$5K -$4.5K -162 -47%
HR
163
Howe & Rusling
New York
$4K – – –
PA
164
Parallel Advisors
California
$3K -$339 -14 -10%
HWMA
165
Heritage Wealth Management (Arizona)
Arizona
$3K – – –
Rockefeller Capital Management
166
Rockefeller Capital Management
New York
$2K -$3.88K -159 -66%
EI
167
Ellevest Inc
New York
$2K -$3.19K -126 -61%
EWA
168
EverSource Wealth Advisors
Alabama
$2K -$1.01K -49 -34%
FF
169
FourThought Financial
Florida
$2K – – –
BIA
170
Bell Investment Advisors
California
$2K +$590 +18 +42%
Bessemer Group
171
Bessemer Group
New Jersey
$2K +$2K +87 New
Bank of Montreal
172
Bank of Montreal
Ontario, Canada
$1.61K +$1.13K +41,332 +239%
FMII
173
Farmers & Merchants Investments Inc
Nebraska
$1K -$11.1K -387 -92%
LC
174
Lindbrook Capital
California
$1K -$1.57K -33 -61%
GRP
175
Global Retirement Partners
California
$1K -$325 -13 -25%
5 6
7
8 9