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AAT

American Assets Trust

197 hedge funds and large institutions have $1.23B invested in American Assets Trust in 2024 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 77 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 64

20% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 20

2% more capital invested

Capital invested by funds: $1.2B → $1.23B (+$27.4M)

1% more funds holding

Funds holding: 196197 (+1)

0.11% more ownership

Funds ownership: 90.09%90.2% (+0.11%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

91% less call options, than puts

Call options by funds: $49K | Put options by funds: $528K

Holders
197
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
77
Reduced
64
Closed
20
Calls
$49K
Puts
$528K
Net Calls
-$479K
Net Calls Change
+$27K
Name Holding Trade Value Shares
Change
Change in
Stake
W
176
WealthCollab
Washington
$10.1K
LC
177
Lindbrook Capital
California
$6.27K +$3.4K +158 +130%
FFA
178
Frazier Financial Advisors
Ohio
$6.25K +$6K +279 New
HNB
179
Huntington National Bank
Ohio
$5.59K +$387 +18 +8%
FFA
180
Farther Finance Advisors
California
$5.35K +$1.61K +75 +46%
Osaic Holdings
181
Osaic Holdings
Arizona
$4.16K +$3.83K +178 +2,225%
AF
182
Allworth Financial
California
$3.87K
AAP
183
Arax Advisory Partners
Colorado
$3.83K +$3.68K +171 New
PS
184
Principal Securities
Iowa
$3.33K +$1.01K +47 +46%
PD
185
Point72 (DIFC)
United Arab Emirates
$2.92K +$2.82K +131 New
MPWT
186
MassMutual Private Wealth & Trust
Connecticut
$2.91K
PA
187
Parallel Advisors
California
$2.33K +$1.72K +80 +333%
UB
188
UMB Bank
Missouri
$1.5K +$903 +42 +168%
SWM
189
Sanctuary Wealth Management
Idaho
$1.07K +$1.03K +48 New
WTC
190
WhitTier Trust Company
Nevada
$984 +$946 +44 New
FMII
191
Farmers & Merchants Investments Inc
Nebraska
$895
PFBT
192
Parkside Financial Bank & Trust
Missouri
$784
CAM
193
ClariVest Asset Management
California
$582
RIL
194
Rothschild Investment LLC
Illinois
$560 +$430 +20 +400%
GRP
195
Global Retirement Partners
California
$391
WWP
196
WR Wealth Planners
Missouri
$336 +$323 +15 New
ECM
197
Everence Capital Management
Indiana
$247
SG Americas Securities
198
SG Americas Securities
New York
-$3.85M -175,550 Closed
SM
199
Senvest Management
New York
-$2.59M -118,354 Closed
SPS
200
Susquehanna Portfolio Strategies
Pennsylvania
-$948K -43,290 Closed

AAT Hedge Fund Activity: Q2 2024 in Review

197 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2024, worth a combined $1.23B — up 2.3% from $1.2B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AAT positions and 20 closed out — a net gain of 4 holders — while 77 added to existing stakes and 64 trimmed.

The largest buyer was Allianz Asset Management, adding an estimated $16.7M. The largest seller was Man Group, cutting an estimated $7.17M.

  • 197 institutional investors held American Assets Trust (AAT) as of Q2 2024, up from 196 in Q1 2024.
  • Funds reported $1.23B of American Assets Trust stock for Q2 2024, up 2.3% quarter-over-quarter.
  • 24 funds opened new American Assets Trust positions in Q2 2024 and 20 closed out, a net change of +4 holders.
  • The largest American Assets Trust buyer in Q2 2024 was Allianz Asset Management, an estimated $16.7M added.
  • The largest American Assets Trust seller in Q2 2024 was Man Group, an estimated $7.17M sold.

Based on aggregated 13F filings for Q2 2024.