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AAT

American Assets Trust

218 hedge funds and large institutions have $1.46B invested in American Assets Trust in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more call options, than puts

Call options by funds: $116K | Put options by funds: $76K

37% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 63

27% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 22

2% more funds holding

Funds holding: 214218 (+4)

0.8% more ownership

Funds ownership: 90.24%91.04% (+0.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $1.47B → $1.46B (-$12.6M)

Holders
218
Holders Change
+4
Holders Change %
+1.87%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
86
Reduced
63
Closed
22
Calls
$116K
Puts
$76K
Net Calls
+$40K
Net Calls Change
-$121K
Name Holding Trade Value Shares
Change
Change in
Stake
PAS
176
Point72 Asia (Singapore)
Singapore
$63.1K +$65.5K +2,401 New
S
177
SignatureFD
Georgia
$48.8K -$300 -11 -0.6%
Loomis, Sayles & Company
178
Loomis, Sayles & Company
Massachusetts
$44K +$45.9K +1,681 New
Mirae Asset Global Investments
179
Mirae Asset Global Investments
South Korea
$35.5K -$14.5K -531 -28%
VCM
180
Versant Capital Management
Arizona
$33.2K +$5.41K +198 +19%
GI
181
GAMMA Investing
California
$30.8K +$8.52K +312 +36%
US Bancorp
182
US Bancorp
Minnesota
$26K
Osaic Holdings
183
Osaic Holdings
Arizona
$24.1K +$19.9K +730 +388%
GFM
184
GF Fund Management
China
$23.1K +$24K +879 New
RA
185
Rise Advisors
New York
$16.9K +$218 +8 +1%
PD
186
Point72 (DIFC)
United Arab Emirates
$16.5K +$17.2K +629 New
Fifth Third Bancorp
187
Fifth Third Bancorp
Ohio
$15.7K -$2.57K -94 -14%
EWA
188
EverSource Wealth Advisors
Alabama
$13.1K -$5.08K -186 -27%
W
189
WealthCollab
Washington
$13K +$1.2K +44 +10%
AWM
190
Avior Wealth Management
Nebraska
$12.9K
C
191
Covestor
United Kingdom
$11K -$4.01K -147 -26%
ACM
192
Aster Capital Management
United Arab Emirates
$7.67K +$7.92K +290 +14,500%
LC
193
Lindbrook Capital
California
$7.09K -$273 -10 -4%
Bessemer Group
194
Bessemer Group
New Jersey
$7K
HNB
195
Huntington National Bank
Ohio
$5.91K +$191 +7 +3%
PS
196
Principal Securities
Iowa
$5.15K +$191 +7 +4%
FFA
197
Farther Finance Advisors
California
$4.79K -$9.39K -344 -65%
UB
198
UMB Bank
Missouri
$4.07K
AF
199
Allworth Financial
California
$3.96K
SIC
200
SJS Investment Consulting
Ohio
$3.83K +$3.99K +146 New

AAT Hedge Fund Activity: Q4 2024 in Review

218 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2024, worth a combined $1.46B — down 0.86% from $1.47B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new AAT positions and 22 closed out — a net gain of 6 holders — while 86 added to existing stakes and 63 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $15.8M. The largest seller was Adage Capital Partners, cutting an estimated $11.1M.

  • 218 institutional investors held American Assets Trust (AAT) as of Q4 2024, up from 214 in Q3 2024.
  • Funds reported $1.46B of American Assets Trust stock for Q4 2024, down 0.86% quarter-over-quarter.
  • 28 funds opened new American Assets Trust positions in Q4 2024 and 22 closed out, a net change of +6 holders.
  • The largest American Assets Trust buyer in Q4 2024 was Wellington Management Group, an estimated $15.8M added.
  • The largest American Assets Trust seller in Q4 2024 was Adage Capital Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q4 2024.