AAT

American Assets Trust
AAT

Overview Fund Activity

192 hedge funds and large institutions have $1.48B invested in American Assets Trust in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 86 increasing their positions, 62 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
+6
Holders Change %
+3.23%
% of All Funds
3.1%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
86
Reduced
62
Closed
17
Calls
$31K
Puts
$23K
Net Calls
+$8K
Net Calls Change
+$31K

Top Buyers

1
BlackRock
BlackRock
New York
$288M
2
LSV Asset Management
LSV Asset Management
Illinois
$27.2M
3
Ameriprise
Ameriprise
Minnesota
$32.9M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$20.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
$229M

Top Sellers

1
Macquarie Group
Macquarie Group
Australia
$1.32M
2
Principal Financial Group
Principal Financial Group
Iowa
$8.81M
3
CRM
Cramer Rosenthal McGlynn
Connecticut
$15.7M
4
UBS AM
UBS AM
Illinois
$0
5
CCM
Chilton Capital Management
Texas
$6.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$123K -$212 -8 -0.2%
KBC Group
152
KBC Group
Belgium
$116K – – –
AIP
153
Ameritas Investment Partners
Nebraska
$106K – – –
SOAMC
154
Spirit of America Management Corp
New York
$92.8K – – –
QCG
155
Quadrant Capital Group
Ohio
$92.2K +$4.77K +180 +5%
US Bancorp
156
US Bancorp
Minnesota
$56.5K +$18.1K +684 +47%
CAS
157
Coppell Advisory Solutions
Texas
$50.2K +$50.2K +2,724 New
CASC
158
Coppell Advisory Solutions Corp
Texas
$50.2K +$50.2K +2,724 New
UAML
159
US Asset Management LLC
Pennsylvania
$49K +$49K +1,857 New
Allspring Global Investments
160
Allspring Global Investments
North Carolina
$47.2K +$79 +3 +0.2%
SWA
161
Sutton Wealth Advisors
Florida
$32.8K – – –
VCM
162
Versant Capital Management
Arizona
$23.1K – – –
BAM
163
Belpointe Asset Management
Nevada
$19.5K +$19.5K +735 New
Dimensional Fund Advisors
164
Dimensional Fund Advisors
Texas
$18.9K -$558 -21,075 -3%
Carson Wealth (CWM LLC)
165
Carson Wealth (CWM LLC)
Nebraska
$18K +$13.3K +513 +285%
TRCT
166
Tower Research Capital (TRC)
New York
$15K -$79.2K -3,143 -84%
S
167
SignatureFD
Georgia
$13.4K +$2.92K +110 +28%
IA
168
IFP Advisors
Florida
$12K -$387 -1 -3%
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$8.43K +$1.09K +41 +15%
HWMA
170
Heritage Wealth Management (Arizona)
Arizona
$6.68K +$3.34K +126 +100%
EWA
171
EverSource Wealth Advisors
Alabama
$3.98K +$1.41K +53 +55%
LC
172
Lindbrook Capital
California
$3.23K +$2.68K +101 +481%
CFGS
173
Concourse Financial Group Securities
Alabama
$3.1K +$3.1K +117 New
PA
174
Parallel Advisors
California
$2.68K -$610 -23 -19%
AF
175
Allworth Financial
California
$2.68K +$1.3K +49 +94%
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7
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