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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
TPSF
201
Texas Permanent School Fund
Texas
-$934K -42,636 Closed
Boston Partners
202
Boston Partners
Massachusetts
-$807K -36,821 Closed
Balyasny Asset Management
203
Balyasny Asset Management
Illinois
-$660K -30,131 Closed
YIH
204
Y-Intercept (HK)
Hong Kong
-$594K -27,104 Closed
AIG
205
American International Group
New York
-$577K -26,329 Closed
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
-$514K -23,448 Closed
JF
207
Jump Financial
Illinois
-$382K -17,445 Closed
DT
208
Diversified Trust
Tennessee
-$381K -17,368 Closed
NYLIM
209
New York Life Investment Management
New York
-$370K -16,908 Closed
MM
210
MQS Management
New York
-$308K -14,038 Closed
EGM
211
Engineers Gate Manager
New York
-$246K -11,215 Closed
ProShare Advisors
212
ProShare Advisors
Maryland
-$216K -9,841 Closed
IA
213
Inspire Advisors
Idaho
-$205K -9,345 Closed
Acadian Asset Management
214
Acadian Asset Management
Massachusetts
-$113K -5,197 Closed
MLICM
215
Metropolitan Life Insurance Company (MetLife)
New York
-$91.4K -4,173 Closed
SWM
216
Spire Wealth Management
Virginia
-$11K -500 Closed
Northwestern Mutual Wealth Management
217
Northwestern Mutual Wealth Management
Wisconsin
-$1.64K -75 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.