AAT

American Assets Trust
AAT

Overview Fund Activity

205 hedge funds and large institutions have $2.12B invested in American Assets Trust in 2022 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
205
Holders Change
+6
Holders Change %
+3.02%
% of All Funds
3.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
26
Increased
80
Reduced
69
Closed
18
Calls
–
Puts
$22K
Net Calls
-$22K
Net Calls Change
-$25K

Top Buyers

1
Millennium Management
Millennium Management
New York
$23.3M
2
State Street
State Street
Massachusetts
$120M
3
Invesco
Invesco
Georgia
$13.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$316M
5
Morgan Stanley
Morgan Stanley
New York
$18.5M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$13.5M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$2.62M
3
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$59.9M
5
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
176
SignatureFD
Georgia
$23K +$4.42K +118 +24%
EWA
177
EverSource Wealth Advisors
Alabama
$20K – – –
SWM
178
Spire Wealth Management
Virginia
$19K – – –
PCG
179
Private Capital Group
Connecticut
$18K +$2.92K +77 +19%
Lazard Asset Management
180
Lazard Asset Management
New York
$17K – – –
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$16K – – –
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$11K – – –
FAG
183
Fortitude Advisory Group
Washington
$11K – – –
IA
184
IFP Advisors
Florida
$11K +$11K +13 New
PA
185
Parallel Advisors
California
$8K -$2K -52 -20%
CFB
186
Cullen/Frost Bankers
Texas
$6K – – –
HR
187
Howe & Rusling
New York
$6K +$892 +22 +17%
LC
188
Lindbrook Capital
California
$5K +$4.28K +124 +590%
HWMA
189
Heritage Wealth Management (Arizona)
Arizona
$5K +$5K +126 New
CIM
190
Contravisory Investment Management
Massachusetts
$5K +$5K +137 New
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$4K -$5.92K -185 -60%
TWA
192
TCI Wealth Advisors
Arizona
$4K – – –
CFGS
193
Concourse Financial Group Securities
Alabama
$3K +$1.94K +53 +183%
FF
194
FourThought Financial
Florida
$2K – – –
MPWT
195
MassMutual Private Wealth & Trust
Connecticut
$2K +$2K +50 New
STCOSD
196
Sageworth Trust Company of South Dakota
South Dakota
$1K -$4.93K -133 -83%
IFAM
197
Institutional & Family Asset Management
Colorado
$1K – – –
ANBT
198
American National Bank & Trust
Texas
$1K +$1K +16 New
MAM
199
Meeder Asset Management
Ohio
$1K +$1K +17 New
GRP
200
Global Retirement Partners
California
$1K +$1K +17 New
5 6 7
8
9