American Assets Trust
200 hedge funds and large institutions have $2.13B invested in American Assets Trust in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 75 reducing their positions, and 16 closing their positions.
106% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 16
8% more funds holding
Funds holding: 186 → 200 (+14)
0.6% less ownership
Funds ownership: 95.51% → 94.91% (-0.6%)
1% less capital invested
Capital invested by funds: $2.16B → $2.13B (-$27.4M)
15% less repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 75
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$18.5M |
| 2 |
BlackRock
New York
|
+$14.2M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$9.74M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
+$7.48M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$42.4M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$13.4M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$12.3M |
| 4 |
BAMCO Inc
New York
|
-$10.5M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$3.83M |
AAT Hedge Fund Activity: Q4 2021 in Review
200 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2021, worth a combined $2.13B — down 1.3% from $2.16B a quarter earlier.
Buyers outnumbered sellers: 33 funds opened new AAT positions and 16 closed out — a net gain of 17 holders — while 64 added to existing stakes and 75 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $18.5M. The largest seller was Principal Financial Group, cutting an estimated $42.4M.
- 200 institutional investors held American Assets Trust (AAT) as of Q4 2021, up from 186 in Q3 2021.
- Funds reported $2.13B of American Assets Trust stock for Q4 2021, down 1.3% quarter-over-quarter.
- 33 funds opened new American Assets Trust positions in Q4 2021 and 16 closed out, a net change of +17 holders.
- The largest American Assets Trust buyer in Q4 2021 was Goldman Sachs, an estimated $18.5M added.
- The largest American Assets Trust seller in Q4 2021 was Principal Financial Group, an estimated $42.4M sold.
Based on aggregated 13F filings for Q4 2021.