American Assets Trust
178 hedge funds and large institutions have $1.79B invested in American Assets Trust in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 62 increasing their positions, 64 reducing their positions, and 21 closing their positions.
38% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 21
5% more funds holding
Funds holding: 170 → 178 (+8)
0.23% more ownership
Funds ownership: 99.32% → 99.54% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 64
4% less capital invested
Capital invested by funds: $1.87B → $1.79B (-$72.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$46.7M |
| 2 |
AAI
American Assets Inc
San Diego,
California
|
+$9.53M |
| 3 |
Millennium Management
New York
|
+$8.95M |
| 4 |
JP Morgan Chase
New York
|
+$5.67M |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$5.19M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Adelante Capital Management
Alameda,
California
|
-$15.1M |
| 2 |
CCM
Chilton Capital Management
Houston,
Texas
|
-$11.6M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$10.6M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$10.6M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$8.46M |
AAT Hedge Fund Activity: Q4 2017 in Review
178 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2017, worth a combined $1.79B — down 3.9% from $1.87B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new AAT positions and 21 closed out — a net gain of 8 holders — while 62 added to existing stakes and 64 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $46.7M. The largest seller was Adelante Capital Management, exiting entirely with an estimated $15.1M sold.
- 178 institutional investors held American Assets Trust (AAT) as of Q4 2017, up from 170 in Q3 2017.
- Funds reported $1.79B of American Assets Trust stock for Q4 2017, down 3.9% quarter-over-quarter.
- 29 funds opened new American Assets Trust positions in Q4 2017 and 21 closed out, a net change of +8 holders.
- The largest American Assets Trust buyer in Q4 2017 was Victory Capital Management, an estimated $46.7M added.
- The largest American Assets Trust seller in Q4 2017 was Adelante Capital Management, an estimated $15.1M sold.
Based on aggregated 13F filings for Q4 2017.