AAT

American Assets Trust
AAT

Overview Fund Activity

198 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, 78 increasing their positions, 64 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
198
Holders Change
+2
Holders Change %
+1.02%
% of All Funds
2.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
78
Reduced
64
Closed
19
Calls
$49K
Puts
$528K
Net Calls
-$479K
Net Calls Change
+$27K

Top Buyers

1
Allianz Asset Management
Allianz Asset Management
Germany
$23.2M
2
Ameriprise
Ameriprise
Minnesota
$24.3M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$37.4M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$6.36M
5
BlackRock
BlackRock
New York
$258M

Top Sellers

1
Man Group
Man Group
United Kingdom
$1.33M
2
Deutsche Bank
Deutsche Bank
Germany
$1.27M
3
Vanguard Group
Vanguard Group
Pennsylvania
$177M
4
UBS AM
UBS AM
Illinois
$2.35M
5
SG Americas Securities
SG Americas Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
176
Avior Wealth Management
Nebraska
$11K -$224 -10 -2%
W
177
WealthCollab
Washington
$10.1K – – –
LC
178
Lindbrook Capital
California
$6.27K +$3.54K +158 +130%
FFA
179
Frazier Financial Advisors
Ohio
$6.25K +$6.25K +279 New
HNB
180
Huntington National Bank
Ohio
$5.6K +$403 +18 +8%
FFA
181
Farther Finance Advisors
California
$5.35K +$1.68K +75 +46%
Osaic Holdings
182
Osaic Holdings
Arizona
$4.16K +$3.98K +178 +2,225%
AF
183
Allworth Financial
California
$3.87K – – –
AAP
184
Arax Advisory Partners
Colorado
$3.83K +$3.83K +171 New
PS
185
Principal Securities
Iowa
$3.34K +$1.05K +47 +46%
PD
186
Point72 (DIFC)
United Arab Emirates
$2.92K +$2.92K +131 New
MPWT
187
MassMutual Private Wealth & Trust
Connecticut
$2.91K – – –
PA
188
Parallel Advisors
California
$2.33K +$1.79K +80 +333%
UB
189
UMB Bank
Missouri
$1.5K +$940 +42 +168%
SWM
190
Sanctuary Wealth Management
Idaho
$1.07K +$1.07K +48 New
WTC
191
WhitTier Trust Company
Nevada
$984 +$984 +44 New
FMII
192
Farmers & Merchants Investments Inc
Nebraska
$895 – – –
PFBT
193
Parkside Financial Bank & Trust
Missouri
$784 – – –
CAM
194
ClariVest Asset Management
California
$582 – – –
RIL
195
Rothschild Investment LLC
Illinois
$560 +$448 +20 +400%
GRP
196
Global Retirement Partners
California
$391 – – –
WWP
197
WR Wealth Planners
Missouri
$336 +$336 +15 New
ECM
198
Everence Capital Management
Indiana
$247 – – –
SG Americas Securities
199
SG Americas Securities
New York
– -$3.85M -175,550 Closed
SM
200
Senvest Management
New York
– -$2.59M -118,354 Closed
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