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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
AAP
201
Arax Advisory Partners
Colorado
$3.65K -$901 -33 -19%
MPWT
202
MassMutual Private Wealth & Trust
Connecticut
$3.41K
LFG
203
Larson Financial Group
Missouri
$2.99K +$3.11K +114 New
AG
204
AmeriFlex Group
Nevada
$2.72K +$3.06K +112 New
PA
205
Parallel Advisors
California
$2.31K -$437 -16 -15%
RIL
206
Rothschild Investment LLC
Illinois
$2.1K +$682 +25 +45%
BIG
207
Brooklyn Investment Group
New York
$1.85K +$1.94K +71 New
SWM
208
Sanctuary Wealth Management
Idaho
$1.26K
MCM
209
MAI Capital Management
Ohio
$1.21K +$1.26K +46 New
FMII
210
Farmers & Merchants Investments Inc
Nebraska
$1.05K
PMAM
211
Picton Mahoney Asset Management
Ontario, Canada
$1K
BTI
212
Blue Trust Inc
Georgia
$893 -$157K -5,741 -99%
PFBT
213
Parkside Financial Bank & Trust
Missouri
$867
WA
214
WPG Advisers
Maryland
$683 +$710 +26 New
GRP
215
Global Retirement Partners
California
$471
WWP
216
WR Wealth Planners
Missouri
$394
T
217
Transce3nd
Texas
$307 +$328 +12 New
DF
218
Dunhill Financial
United Kingdom
$88
UOC
219
UBS O'Connor
Illinois
-$2.12M -79,318 Closed
ECM
220
ExodusPoint Capital Management
New York
-$1.81M -67,792 Closed
WC
221
Weil Company
California
-$550K -20,572 Closed
GCP
222
GSA Capital Partners
United Kingdom
-$485K -18,153 Closed
Connor, Clark & Lunn Investment Management (CC&L)
223
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$482K -18,039 Closed
CT
224
ClearAlpha Technologies
Connecticut
-$465K -17,409 Closed
HF
225
HRT Financial
New York
-$409K -15,325 Closed

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.