American Assets Trust
171 hedge funds and large institutions have $1.86B invested in American Assets Trust in 2021 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 59 increasing their positions, 66 reducing their positions, and 25 closing their positions.
12% more capital invested
Capital invested by funds: $1.65B → $1.86B (+$205M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.14% less ownership
Funds ownership: 94.87% → 94.73% (-0.14%)
4% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 25
1% less funds holding
Funds holding: 173 → 171 (-2)
11% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 66
97% less call options, than puts
Call options by funds: $45K | Put options by funds: $1.31M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$16.4M |
| 2 |
GIP
Granite Investment Partners
El Segundo,
California
|
+$14.3M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$14.2M |
| 4 |
BlackRock
New York
|
+$12.5M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$11.6M |
| 2 |
JP Morgan Chase
New York
|
-$8.48M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
-$7.76M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.14M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$6.04M |
AAT Hedge Fund Activity: Q1 2021 in Review
171 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q1 2021, worth a combined $1.86B — up 12% from $1.65B a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of AAT and 24 opened new positions — a net loss of 1 holder — while 66 trimmed existing stakes and 59 added.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $16.4M. The largest seller was Heitman Real Estate Securities, cutting an estimated $11.6M.
- 171 institutional investors held American Assets Trust (AAT) as of Q1 2021, down from 173 in Q4 2020.
- Funds reported $1.86B of American Assets Trust stock for Q1 2021, up 12% quarter-over-quarter.
- 24 funds opened new American Assets Trust positions in Q1 2021 and 25 closed out, a net change of -1 holder.
- The largest American Assets Trust buyer in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $16.4M added.
- The largest American Assets Trust seller in Q1 2021 was Heitman Real Estate Securities, an estimated $11.6M sold.
Based on aggregated 13F filings for Q1 2021.