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AAT

American Assets Trust

179 hedge funds and large institutions have $1.92B invested in American Assets Trust in 2016 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 89 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 46

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

6% more capital invested

Capital invested by funds: $1.8B → $1.92B (+$116M)

1% more funds holding

Funds holding: 177179 (+2)

0.55% less ownership

Funds ownership: 100.15%99.6% (-0.55%)

Holders
179
Holders Change
+2
Holders Change %
+1.13%
% of All Funds
4.78%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
14
Increased
89
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$242M +$4.18M +104,089 +2%
AAI
2
American Assets Inc
California
$228M
BFA
3
BlackRock Fund Advisors
California
$105M +$2.5M +62,206 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$104M +$1.2M +30,000 +1%
ACM
5
AEW Capital Management
Massachusetts
$101M +$15.5M +385,300 +19%
Boston Partners
6
Boston Partners
Massachusetts
$85.4M +$8.61M +214,510 +12%
BIT
7
BlackRock Institutional Trust
California
$52M +$149K +3,710 +0.3%
Ameriprise
8
Ameriprise
Minnesota
$50.4M -$1.77M -44,186 -4%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$49.7M +$1.45M +36,139 +3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$48.7M -$2.22M -55,402 -5%
BAMCO Inc
11
BAMCO Inc
New York
$39.9M -$241K -6,000 -0.6%
Northern Trust
12
Northern Trust
Illinois
$38.8M +$1.1M +27,409 +3%
State Street
13
State Street
Massachusetts
$35.3M +$707K +17,602 +2%
LIMS
14
Lasalle Investment Management Securities
Maryland
$34.2M +$103K +2,560 +0.3%
Millennium Management
15
Millennium Management
New York
$34M +$1.08M +26,863 +3%
TA
16
Teachers Advisors
New York
$33.9M +$1.14M +28,279 +4%
AAIM
17
American Assets Investment Management
California
$33.7M
ACM
18
Adelante Capital Management
California
$33.3M -$6.12M -152,315 -16%
Cohen & Steers
19
Cohen & Steers
New York
$28.3M -$48.5M -1,207,952 -64%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$26M -$871K -21,700 -3%
State of New Jersey Common Pension Fund D
21
State of New Jersey Common Pension Fund D
New Jersey
$22.3M -$402K -10,000 -2%
William Blair Investment Management
22
William Blair Investment Management
Illinois
$20.4M -$406K -10,104 -2%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$19.4M +$77.8K +1,938 +0.4%
CBOA
24
Commonwealth Bank of Australia
Australia
$18.6M -$6.3M -156,871 -26%
JP Morgan Chase
25
JP Morgan Chase
New York
$18.4M +$3.52M +87,550 +25%

AAT Hedge Fund Activity: Q2 2016 in Review

179 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2016, worth a combined $1.92B — up 6.4% from $1.8B a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AAT positions and 11 closed out — a net gain of 3 holders — while 89 added to existing stakes and 46 trimmed.

The largest buyer was AEW Capital Management, adding an estimated $15.5M. The largest seller was Cohen & Steers, cutting an estimated $48.5M.

  • 179 institutional investors held American Assets Trust (AAT) as of Q2 2016, up from 177 in Q1 2016.
  • Funds reported $1.92B of American Assets Trust stock for Q2 2016, up 6.4% quarter-over-quarter.
  • 14 funds opened new American Assets Trust positions in Q2 2016 and 11 closed out, a net change of +3 holders.
  • The largest American Assets Trust buyer in Q2 2016 was AEW Capital Management, an estimated $15.5M added.
  • The largest American Assets Trust seller in Q2 2016 was Cohen & Steers, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2016.