AAT

American Assets Trust
AAT

Overview Fund Activity

193 hedge funds and large institutions have $1.05B invested in American Assets Trust in 2023 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 81 increasing their positions, 58 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
+1
Holders Change %
+0.52%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
34
Increased
81
Reduced
58
Closed
30
Calls
$1K
Puts
$18K
Net Calls
-$17K
Net Calls Change
-$25K

Top Buyers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$25.7M
2
Millennium Management
Millennium Management
New York
$17.9M
3
BlackRock
BlackRock
New York
$213M
4
Citadel Advisors
Citadel Advisors
Florida
$10.9M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$17.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$3.19M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$406K
4
CRM
Cramer Rosenthal McGlynn
Connecticut
$0
5
Ameriprise
Ameriprise
Minnesota
$12.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
176
Carson Wealth (CWM LLC)
Nebraska
$7K -$5.63K -309 -45%
PA
177
Parallel Advisors
California
$6.23K +$4.35K +234 +232%
MPWT
178
MassMutual Private Wealth & Trust
Connecticut
$6.23K +$5.73K +308 +1,141%
S
179
SignatureFD
Georgia
$6.19K -$3.23K -174 -34%
BAM
180
Belpointe Asset Management
Nevada
$5.95K -$7.72K -415 -56%
UBS Group
181
UBS Group
Switzerland
$4.8K -$442K -23,793 -99%
VCM
182
Versant Capital Management
Arizona
$3.71K -$12K -666 -76%
HNB
183
Huntington National Bank
Ohio
$3.03K +$2.51K +135 +482%
Allspring Global Investments
184
Allspring Global Investments
North Carolina
$2.36K -$30.8K -1,656 -93%
CFGS
185
Concourse Financial Group Securities
Alabama
$2.18K – – –
BIA
186
Bell Investment Advisors
California
$2.03K +$484 +26 +31%
RWPA
187
Richard W. Paul & Associates
Michigan
$1.88K +$762 +41 +68%
LC
188
Lindbrook Capital
California
$1K -$1.26K -68 -56%
CAM
189
ClariVest Asset Management
California
$1K – – –
BTI
190
Blue Trust Inc
Georgia
$1K +$120 +3 +14%
CP
191
Castleview Partners
Texas
$762 +$762 +41 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$744 – – –
AAP
193
Arax Advisory Partners
Colorado
$701 +$18 +1 +3%
GRP
194
Global Retirement Partners
California
$287 -$431 -24 -60%
Westfield Capital Management
195
Westfield Capital Management
Massachusetts
– -$33.1M -1,248,082 Closed
CRM
196
Cramer Rosenthal McGlynn
Connecticut
– -$15.7M -593,692 Closed
Wellington Management Group
197
Wellington Management Group
Massachusetts
– -$10.2M -384,392 Closed
JCIA
198
Jackson Creek Investment Advisors
Colorado
– -$870K -32,822 Closed
VIA
199
Vident Investment Advisory
Georgia
– -$699K -26,371 Closed
DCM
200
Dupont Capital Management
Delaware
– -$570K -21,498 Closed
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