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AAT

American Assets Trust

214 hedge funds and large institutions have $1.47B invested in American Assets Trust in 2024 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 65 increasing their positions, 83 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

619% more call options, than puts

Call options by funds: $187K | Put options by funds: $26K

131% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 13

19% more capital invested

Capital invested by funds: $1.23B → $1.47B (+$239M)

9% more funds holding

Funds holding: 197214 (+17)

0.04% more ownership

Funds ownership: 90.2%90.24% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

22% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 83

Holders
214
Holders Change
+17
Holders Change %
+8.63%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
65
Reduced
83
Closed
13
Calls
$187K
Puts
$26K
Net Calls
+$161K
Net Calls Change
+$640K
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
176
Mirae Asset Global Investments
South Korea
$50.2K +$12.4K +488 +35%
S
177
SignatureFD
Georgia
$49.9K -$76 -3 -0.2%
Federated Hermes
178
Federated Hermes
Pennsylvania
$46.4K
VCM
179
Versant Capital Management
Arizona
$28.5K +$2.41K +95 +10%
US Bancorp
180
US Bancorp
Minnesota
$26.5K
GI
181
GAMMA Investing
California
$23K +$5.17K +204 +31%
SAM
182
Smartleaf Asset Management
Massachusetts
$20K -$2.41K -95 -11%
Fifth Third Bancorp
183
Fifth Third Bancorp
Ohio
$18.4K +$1.04K +41 +6%
EWA
184
EverSource Wealth Advisors
Alabama
$18.3K
RA
185
Rise Advisors
New York
$16.9K +$203 +8 +1%
C
186
Covestor
United Kingdom
$15K
FFA
187
Farther Finance Advisors
California
$14.1K +$7.3K +288 +121%
AWM
188
Avior Wealth Management
Nebraska
$13.1K
W
189
WealthCollab
Washington
$12.1K
LC
190
Lindbrook Capital
California
$7.48K
Bessemer Group
191
Bessemer Group
New Jersey
$7K +$6.34K +250 New
HNB
192
Huntington National Bank
Ohio
$5.83K -$812 -32 -13%
CPA
193
Capital Performance Advisors
California
$5.48K +$5.2K +205 New
PS
194
Principal Securities
Iowa
$5.05K +$1.01K +40 +27%
Osaic Holdings
195
Osaic Holdings
Arizona
$5.02K +$51 +2 +1%
AAP
196
Arax Advisory Partners
Colorado
$4.6K +$25 +1 +0.6%
AF
197
Allworth Financial
California
$4.33K
UB
198
UMB Bank
Missouri
$4.14K +$2.23K +88 +131%
FFA
199
Frazier Financial Advisors
Ohio
$3.63K -$3.63K -143 -51%
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$3.47K

AAT Hedge Fund Activity: Q3 2024 in Review

214 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q3 2024, worth a combined $1.47B — up 19% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new AAT positions and 13 closed out — a net gain of 17 holders — while 65 added to existing stakes and 83 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.5M. The largest seller was BlackRock, cutting an estimated $8.42M.

  • 214 institutional investors held American Assets Trust (AAT) as of Q3 2024, up from 197 in Q2 2024.
  • Funds reported $1.47B of American Assets Trust stock for Q3 2024, up 19% quarter-over-quarter.
  • 30 funds opened new American Assets Trust positions in Q3 2024 and 13 closed out, a net change of +17 holders.
  • The largest American Assets Trust buyer in Q3 2024 was Arrowstreet Capital, an estimated $15.5M added.
  • The largest American Assets Trust seller in Q3 2024 was BlackRock, an estimated $8.42M sold.

Based on aggregated 13F filings for Q3 2024.