American Assets Trust
AAT
182 hedge funds and large institutions have $1.07B invested in American Assets Trust in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 57 increasing their positions, 86 reducing their positions, and 10 closing their positions.
4,577% more call options, than puts
Call options by funds: $1.4M | Put options by funds: $30K
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
4% more funds holding
Funds holding: 175 → 182 (+7)
1% more capital invested
Capital invested by funds: $1.06B → $1.07B (+$11.1M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.69% less ownership
Funds ownership: 90.62% → 89.93% (-0.69%)
34% less repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 86
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.3M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
+$7.29M |
| 3 |
Morgan Stanley
New York
|
+$6.79M |
| 4 |
UBS AM
Chicago,
Illinois
|
+$3.19M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$1.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$9.98M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$9.76M |
| 3 |
Jennison Associates
New York
|
-$5.68M |
| 4 |
BAMCO Inc
New York
|
-$4.2M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$3.95M |
AAT Hedge Fund Activity: Q3 2023 in Review
182 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q3 2023, worth a combined $1.07B — up 1% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new AAT positions and 10 closed out — a net gain of 8 holders — while 57 added to existing stakes and 86 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.3M. The largest seller was BlackRock, cutting an estimated $9.98M.
- 182 institutional investors held American Assets Trust (AAT) as of Q3 2023, up from 175 in Q2 2023.
- Funds reported $1.07B of American Assets Trust stock for Q3 2023, up 1% quarter-over-quarter.
- 18 funds opened new American Assets Trust positions in Q3 2023 and 10 closed out, a net change of +8 holders.
- The largest American Assets Trust buyer in Q3 2023 was Wellington Management Group, an estimated $23.3M added.
- The largest American Assets Trust seller in Q3 2023 was BlackRock, an estimated $9.98M sold.
Based on aggregated 13F filings for Q3 2023.