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AAT

American Assets Trust

173 hedge funds and large institutions have $1.73B invested in American Assets Trust in 2015 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 82 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

82% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 45

9% more funds holding

Funds holding: 159173 (+14)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.66% less ownership

Funds ownership: 101.63%99.97% (-1.7%)

7% less capital invested

Capital invested by funds: $1.86B → $1.73B (-$131M)

Holders
173
Holders Change
+14
Holders Change %
+8.81%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
82
Reduced
45
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$210M +$7.91M +195,120 +4%
AAI
2
American Assets Inc
California
$206M +$3.05M +75,259 +1%
BFA
3
BlackRock Fund Advisors
California
$92.9M +$29.3M +723,621 +43%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$78.3M +$15.6M +384,391 +23%
Cohen & Steers
5
Cohen & Steers
New York
$71.9M -$49.1M -1,211,329 -39%
Boston Partners
6
Boston Partners
Massachusetts
$62.1M +$5.21M +128,497 +9%
ACM
7
AEW Capital Management
Massachusetts
$59.3M +$6.45M +159,267 +11%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$54.6M -$5.29M -130,622 -8%
Ameriprise
9
Ameriprise
Minnesota
$50.8M +$2.48M +61,281 +5%
Millennium Management
10
Millennium Management
New York
$47.1M +$28.3M +699,660 +132%
BIT
11
BlackRock Institutional Trust
California
$45M +$3.88M +95,778 +9%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$44.9M -$1.39M -34,349 -3%
BAMCO Inc
13
BAMCO Inc
New York
$36.5M -$20.3K -500 -0.1%
Northern Trust
14
Northern Trust
Illinois
$33M +$578K +14,260 +2%
ACI
15
AMP Capital Investors
Australia
$32.3M -$5.83M -143,925 -15%
State Street
16
State Street
Massachusetts
$30M +$706K +17,432 +2%
AAIM
17
American Assets Investment Management
California
$29M
LIMS
18
Lasalle Investment Management Securities
Maryland
$28.4M -$41.6K -1,027 -0.1%
TA
19
Teachers Advisors
New York
$28M -$10.3M -254,119 -26%
ACM
20
Adelante Capital Management
California
$27.3M -$7.54M -186,123 -21%
CBOA
21
Commonwealth Bank of Australia
Australia
$25.1M +$1.19M +29,289 +5%
T. Rowe Price Associates
22
T. Rowe Price Associates
Maryland
$24.3M -$1.83M -45,080 -7%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$20.1M +$405K +10,000 +2%
William Blair Investment Management
24
William Blair Investment Management
Illinois
$19M -$5.06M -124,880 -20%
NI
25
Numeric Investors
Massachusetts
$18.6M +$144K +3,551 +0.7%

AAT Hedge Fund Activity: Q4 2015 in Review

173 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2015, worth a combined $1.73B — down 7% from $1.86B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new AAT positions and 6 closed out — a net gain of 16 holders — while 82 added to existing stakes and 45 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $29.3M. The largest seller was Cohen & Steers, cutting an estimated $49.1M.

  • 173 institutional investors held American Assets Trust (AAT) as of Q4 2015, up from 159 in Q3 2015.
  • Funds reported $1.73B of American Assets Trust stock for Q4 2015, down 7% quarter-over-quarter.
  • 22 funds opened new American Assets Trust positions in Q4 2015 and 6 closed out, a net change of +16 holders.
  • The largest American Assets Trust buyer in Q4 2015 was BlackRock Fund Advisors, an estimated $29.3M added.
  • The largest American Assets Trust seller in Q4 2015 was Cohen & Steers, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2015.