AAT

American Assets Trust
AAT

Overview Fund Activity

200 hedge funds and large institutions have $1.71B invested in American Assets Trust in 2022 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 72 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
-5
Holders Change %
-2.44%
% of All Funds
3.38%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
22
Increased
75
Reduced
72
Closed
21
Calls
$2K
Puts
$17K
Net Calls
-$15K
Net Calls Change
+$7K

Top Buyers

1
BlackRock
BlackRock
New York
$297M
2
Morgan Stanley
Morgan Stanley
New York
$22.9M
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$36.3M
4
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25.5M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$82.1M

Top Sellers

1
Millennium Management
Millennium Management
New York
$5.37M
2
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$38K
3
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$391K
4
Vanguard Group
Vanguard Group
Pennsylvania
$240M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$8.13M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$7K +$3.37K +116 +93%
BBHC
177
Brown Brothers Harriman & Co
New York
$7K +$7K +225 New
EI
178
Ellevest Inc
New York
$6K -$15.3K -522 -72%
HR
179
Howe & Rusling
New York
$5K +$195 +6 +4%
EWA
180
EverSource Wealth Advisors
Alabama
$4K -$9.92K -362 -71%
PA
181
Parallel Advisors
California
$4K -$2.03K -70 -34%
CIM
182
Contravisory Investment Management
Massachusetts
$4K – – –
HWMA
183
Heritage Wealth Management (Arizona)
Arizona
$3.74K – – –
Simplex Trading
184
Simplex Trading
Illinois
$3K -$30.7K -1,228 -91%
TWA
185
TCI Wealth Advisors
Arizona
$3K +$85 +3 +3%
LC
186
Lindbrook Capital
California
$2K -$3.37K -91 -63%
CFGS
187
Concourse Financial Group Securities
Alabama
$2K – – –
FF
188
FourThought Financial
Florida
$2K – – –
GRP
189
Global Retirement Partners
California
$2K +$1.36K +36 +212%
AAP
190
Arax Advisory Partners
Colorado
$2K +$2K +53 New
IFAM
191
Institutional & Family Asset Management
Colorado
$1K – – –
ANBT
192
American National Bank & Trust
Texas
$1K – – –
STCOSD
193
Sageworth Trust Company of South Dakota
South Dakota
$1K – – –
MAM
194
Meeder Asset Management
Ohio
$1K +$370 +10 +59%
PFBT
195
Parkside Financial Bank & Trust
Missouri
$1K +$500 +11 +100%
BIA
196
Bell Investment Advisors
California
$1K +$1K +43 New
CAM
197
ClariVest Asset Management
California
$1K +$1K +45 New
Bank of Montreal
198
Bank of Montreal
Ontario, Canada
$527 -$283 -9,296 -35%
Franklin Resources
199
Franklin Resources
California
– -$4.61M -121,667 Closed
Squarepoint
200
Squarepoint
New York
– -$425K -11,225 Closed
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