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AAT

American Assets Trust

218 hedge funds and large institutions have $1.46B invested in American Assets Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116K | Put options by funds: $76K

37% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 63

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 214218 (+4)

0.8% more ownership

Funds ownership: 90.24%91.04% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.47B → $1.46B (-$12.6M)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
86
Reduced
63
Closed
22
Calls
$116K
Puts
$76K
Net Calls
+$40K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
MAM
151
Mystic Asset Management
Rhode Island
$270K +$5.46K +200 +2%
Creative Planning
152
Creative Planning
Kansas
$265K -$4.7K -172 -2%
DT
153
Diversified Trust
Tennessee
$253K +$263K +9,624 New
Russell Investments Group
154
Russell Investments Group
United Kingdom
$245K
Mitsubishi UFJ Trust & Banking
155
Mitsubishi UFJ Trust & Banking
Japan
$241K +$250K +9,167 New
KK
156
KLP Kapitalforvaltning
Norway
$231K +$240K +8,800 New
RPCONE
157
Retirement Planning Company of New England
Rhode Island
$230K
Victory Capital Management
158
Victory Capital Management
Texas
$229K +$9.69K +355 +4%
SO
159
STRS Ohio
Ohio
$228K
QCM
160
QRG Capital Management
Illinois
$226K +$1.99K +73 +0.9%
VPIM
161
Vanguard Personalized Indexing Management
California
$221K -$8.95K -328 -4%
IA
162
Inspire Advisors
Idaho
$218K -$7.15K -262 -3%
TAM
163
Tocqueville Asset Management
New York
$211K -$300 -11 -0.1%
CAS
164
Coppell Advisory Solutions
Texas
$211K -$137K -5,027 -35%
NSEDCP
165
NJ State Employees Deferred Compensation Plan
New Jersey
$207K
PNC Financial Services Group
166
PNC Financial Services Group
Pennsylvania
$180K +$273 +10 +0.1%
VEA
167
Virtus ETF Advisers
New York
$172K -$28.1K -1,030 -14%
AIP
168
Ameritas Investment Partners
Nebraska
$127K
SOW
169
State of Wyoming
Wyoming
$101K +$105K +3,840 New
QCG
170
Quadrant Capital Group
Ohio
$89.2K
KBC Group
171
KBC Group
Belgium
$84K +$31.7K +1,161 +56%
Carson Wealth (CWM LLC)
172
Carson Wealth (CWM LLC)
Nebraska
$80K +$11.4K +417 +16%
WAM
173
Wolverine Asset Management
Illinois
$74.9K -$65.6K -2,404 -46%
Federated Hermes
174
Federated Hermes
Pennsylvania
$74.2K +$29.7K +1,089 +63%
SAM
175
Smartleaf Asset Management
Massachusetts
$64.1K +$46.7K +1,711 +228%

AAT Hedge Fund Activity: Q4 2024 in Review

218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2024, worth a combined $1.46B — down 0.86% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAT positions and 22 closed out — a net gain of 6 holders — while 86 added to existing stakes and 63 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.8M. The largest seller was Adage Capital Partners, cutting an estimated $11.1M.

  • 218 institutional investors held American Assets Trust (AAT) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $1.46B of American Assets Trust stock for Q4 2024, down 0.86% quarter-over-quarter.
  • 28 funds opened new American Assets Trust positions in Q4 2024 and 22 closed out, a net change of +6 holders.
  • The largest American Assets Trust buyer in Q4 2024 was Wellington Management Group, an estimated $15.8M added.
  • The largest American Assets Trust seller in Q4 2024 was Adage Capital Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.