American Assets Trust
173 hedge funds and large institutions have $1.65B invested in American Assets Trust in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 62 increasing their positions, 67 reducing their positions, and 23 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
19% more capital invested
Capital invested by funds: $1.38B → $1.65B (+$266M)
0.63% less ownership
Funds ownership: 95.5% → 94.87% (-0.63%)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
7% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 67
1% less funds holding
Funds holding: 175 → 173 (-2)
98% less call options, than puts
Call options by funds: $40K | Put options by funds: $1.68M
Top Buyers
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$24.2M |
| 2 |
BAMCO Inc
New York
|
+$15.1M |
| 3 |
BlackRock
New York
|
+$14.1M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$13.1M |
| 5 |
AAI
American Assets Inc
San Diego,
California
|
+$11M |
Top Sellers
| 1 |
Invesco
Atlanta,
Georgia
|
-$69.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$26.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$7.43M |
| 4 |
CM
Crestline Management
Fort Worth,
Texas
|
-$5.69M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$3.99M |
AAT Hedge Fund Activity: Q4 2020 in Review
173 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2020, worth a combined $1.65B — up 19% from $1.38B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of AAT and 22 opened new positions — a net loss of 1 holder — while 67 trimmed existing stakes and 62 added.
The largest buyer was Centersquare Investment Management, adding an estimated $24.2M. The largest seller was Invesco, cutting an estimated $69.8M.
- 173 institutional investors held American Assets Trust (AAT) as of Q4 2020, down from 175 in Q3 2020.
- Funds reported $1.65B of American Assets Trust stock for Q4 2020, up 19% quarter-over-quarter.
- 22 funds opened new American Assets Trust positions in Q4 2020 and 23 closed out, a net change of -1 holder.
- The largest American Assets Trust buyer in Q4 2020 was Centersquare Investment Management, an estimated $24.2M added.
- The largest American Assets Trust seller in Q4 2020 was Invesco, an estimated $69.8M sold.
Based on aggregated 13F filings for Q4 2020.