American Assets Trust
177 hedge funds and large institutions have $2B invested in American Assets Trust in 2016 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 76 increasing their positions, 53 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
43% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 53
3% more funds holding
Funds holding: 172 → 177 (+5)
0.65% more ownership
Funds ownership: 100.88% → 101.53% (+0.65%)
1% more capital invested
Capital invested by funds: $1.99B → $2B (+$10.7M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$24.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$23.7M |
| 3 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$21.3M |
| 4 |
Millennium Management
New York
|
+$7.86M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
+$6.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$31.6M |
| 2 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$15.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$14.1M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$11.4M |
| 5 |
ACM
AEW Capital Management
Boston,
Massachusetts
|
-$8.34M |
AAT Hedge Fund Activity: Q4 2016 in Review
177 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2016, worth a combined $2B — up 0.54% from $1.99B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new AAT positions and 15 closed out — a net gain of 8 holders — while 76 added to existing stakes and 53 trimmed.
The largest buyer was Bank of New York Mellon, adding an estimated $24.2M. The largest seller was Lasalle Investment Management Securities, exiting entirely with an estimated $31.6M sold.
- 177 institutional investors held American Assets Trust (AAT) as of Q4 2016, up from 172 in Q3 2016.
- Funds reported $2B of American Assets Trust stock for Q4 2016, up 0.54% quarter-over-quarter.
- 23 funds opened new American Assets Trust positions in Q4 2016 and 15 closed out, a net change of +8 holders.
- The largest American Assets Trust buyer in Q4 2016 was Bank of New York Mellon, an estimated $24.2M added.
- The largest American Assets Trust seller in Q4 2016 was Lasalle Investment Management Securities, an estimated $31.6M sold.
Based on aggregated 13F filings for Q4 2016.