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AAT

American Assets Trust

156 hedge funds and large institutions have $1.78B invested in American Assets Trust in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 66 increasing their positions, 56 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 56

2.84% more ownership

Funds ownership: 100.81%103.64% (+2.8%)

0% more funds holding

Funds holding: 156156 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

6% less capital invested

Capital invested by funds: $1.9B → $1.78B (-$122M)

Holders
156
Holders Change
Holders Change %
0%
% of All Funds
4.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
66
Reduced
56
Closed
12
Calls
$8K
Puts
Net Calls
+$8K
Net Calls Change
+$8K
Name Holding Trade Value Shares
Change
Change in
Stake
AAI
1
American Assets Inc
California
$208M
Vanguard Group
2
Vanguard Group
Pennsylvania
$203M -$9.39M -231,714 -4%
Cohen & Steers
3
Cohen & Steers
New York
$180M -$24.3M -598,259 -12%
BFA
4
BlackRock Fund Advisors
California
$66.7M +$483K +11,924 +0.7%
ACM
5
AEW Capital Management
Massachusetts
$59.5M +$632K +15,600 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$59.5M
Bank of New York Mellon
7
Bank of New York Mellon
New York
$57.7M +$15M +370,479 +34%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$53.7M -$1.59M -39,327 -3%
Boston Partners
9
Boston Partners
Massachusetts
$53M +$9.74M +240,341 +22%
Ameriprise
10
Ameriprise
Minnesota
$46.5M +$3.61M +88,956 +8%
BIT
11
BlackRock Institutional Trust
California
$40.5M -$3.75M -92,567 -8%
ACM
12
Adelante Capital Management
California
$37.5M +$3.83M +94,385 +11%
BAMCO Inc
13
BAMCO Inc
New York
$37.1M -$243K -6,000 -0.6%
ACI
14
AMP Capital Investors
Australia
$36.6M -$657K -16,203 -2%
TA
15
Teachers Advisors
New York
$34.1M +$528K +13,023 +2%
Deutsche Bank
16
Deutsche Bank
Germany
$33.3M +$30.3M +746,279 +732%
State Street
17
State Street
Massachusetts
$30.6M +$1.32M +32,686 +4%
Northern Trust
18
Northern Trust
Illinois
$30.3M -$951K -23,454 -3%
AAIM
19
American Assets Investment Management
California
$29.6M +$11.2M +275,785 +58%
CBOA
20
Commonwealth Bank of Australia
Australia
$24.9M +$3.93M +96,910 +18%
William Blair & Company
21
William Blair & Company
Illinois
$23.7M +$1.39M +34,365 +6%
Millennium Management
22
Millennium Management
New York
$23.2M +$4.22M +104,036 +21%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$21M +$4.83M +119,179 +29%
State of New Jersey Common Pension Fund D
24
State of New Jersey Common Pension Fund D
New Jersey
$19.6M
Prudential Financial
25
Prudential Financial
New Jersey
$17.4M +$77K +1,900 +0.4%

AAT Hedge Fund Activity: Q2 2015 in Review

156 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2015, worth a combined $1.78B — down 6.4% from $1.9B a quarter earlier.

Fund positioning in AAT was balanced in Q2 2015: 12 funds opened new positions, 12 closed out, 66 added to existing stakes and 56 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $30.3M. The largest seller was Cohen & Steers, cutting an estimated $24.3M.

  • 156 institutional investors held American Assets Trust (AAT) as of Q2 2015, unchanged from Q1 2015.
  • Funds reported $1.78B of American Assets Trust stock for Q2 2015, down 6.4% quarter-over-quarter.
  • 12 funds opened new American Assets Trust positions in Q2 2015 and 12 closed out, a net change of 0 holders.
  • The largest American Assets Trust buyer in Q2 2015 was Deutsche Bank, an estimated $30.3M added.
  • The largest American Assets Trust seller in Q2 2015 was Cohen & Steers, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2015.