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AAT

American Assets Trust

181 hedge funds and large institutions have $1.73B invested in American Assets Trust in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

263% more call options, than puts

Call options by funds: $969K | Put options by funds: $267K

14% more capital invested

Capital invested by funds: $1.51B → $1.73B (+$219M)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.08% less ownership

Funds ownership: 95.73%95.65% (-0.08%)

2% less funds holding

Funds holding: 184181 (-3)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
181
Holders Change
-3
Holders Change %
-1.63%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
64
Reduced
58
Closed
24
Calls
$969K
Puts
$267K
Net Calls
+$702K
Net Calls Change
+$464K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$255M +$12.9M +365,588 +6%
AAI
2
American Assets Inc
California
$230M -$16.6M -470,000 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$212M -$13.3M -375,529 -6%
ACM
4
AEW Capital Management
Massachusetts
$81.3M +$1.69M +47,700 +2%
Victory Capital Management
5
Victory Capital Management
Texas
$67.5M +$4.36M +123,106 +8%
State Street
6
State Street
Massachusetts
$63M +$1.36M +38,500 +2%
AAIM
7
American Assets Investment Management
California
$55.7M +$22.3M +630,764 +76%
Prudential Financial
8
Prudential Financial
New Jersey
$40.3M +$1.67M +47,216 +5%
Ameriprise
9
Ameriprise
Minnesota
$35.1M +$8.83M +249,571 +37%
Northern Trust
10
Northern Trust
Illinois
$35M -$1.36M -38,450 -4%
JP Morgan Chase
11
JP Morgan Chase
New York
$33.1M +$9.82M +277,439 +47%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$29.9M -$8.14M -230,000 -23%
TA
13
Teachers Advisors
New York
$28.8M +$2.88M +81,299 +12%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$23.7M +$178K +5,035 +0.8%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$23M -$704K -19,883 -3%
BAMCO Inc
16
BAMCO Inc
New York
$22.7M
Norges Bank
17
Norges Bank
Norway
$22.5M
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$21.9M +$129K +3,644 +0.6%
Man Group
19
Man Group
United Kingdom
$21.9M +$432K +12,200 +2%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$21.8M +$245K +6,916 +1%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$19.7M -$2.65M -74,795 -13%
Charles Schwab
22
Charles Schwab
California
$19M +$490K +13,846 +3%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$18.5M +$850K +24,031 +5%
TCIM
24
TIAA CREF Investment Management
New York
$18.3M +$4.61M +130,221 +37%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$18M

AAT Hedge Fund Activity: Q2 2018 in Review

181 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q2 2018, worth a combined $1.73B — up 14% from $1.51B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of AAT and 21 opened new positions — a net loss of 3 holders — while 58 trimmed existing stakes and 64 added.

The largest buyer was American Assets Investment Management, adding an estimated $22.3M. The largest seller was Millennium Management, cutting an estimated $27.8M.

  • 181 institutional investors held American Assets Trust (AAT) as of Q2 2018, down from 184 in Q1 2018.
  • Funds reported $1.73B of American Assets Trust stock for Q2 2018, up 14% quarter-over-quarter.
  • 21 funds opened new American Assets Trust positions in Q2 2018 and 24 closed out, a net change of -3 holders.
  • The largest American Assets Trust buyer in Q2 2018 was American Assets Investment Management, an estimated $22.3M added.
  • The largest American Assets Trust seller in Q2 2018 was Millennium Management, an estimated $27.8M sold.

Based on aggregated 13F filings for Q2 2018.