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AAT

American Assets Trust

186 hedge funds and large institutions have $1.45B invested in American Assets Trust in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 67 increasing their positions, 77 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.93% less ownership

Funds ownership: 95.37%93.44% (-1.9%)

7% less funds holding

Funds holding: 200186 (-14)

13% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 77

15% less capital invested

Capital invested by funds: $1.71B → $1.45B (-$261M)

42% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 26

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $23K

Holders
186
Holders Change
-14
Holders Change %
-7%
% of All Funds
3.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
67
Reduced
77
Closed
26
Calls
Puts
$23K
Net Calls
-$23K
Net Calls Change
-$8K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$258M +$115K +4,001 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$216M +$8.89M +310,320 +4%
AAI
3
American Assets Inc
California
$189M +$1.36M +47,324 +0.6%
State Street
4
State Street
Massachusetts
$80.6M -$1.11M -38,910 -1%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$72.3M +$1.36M +47,669 +2%
Macquarie Group
6
Macquarie Group
Australia
$41M +$604K +21,087 +1%
AAIM
7
American Assets Investment Management
California
$37.9M
Principal Financial Group
8
Principal Financial Group
Iowa
$34M -$244K -8,518 -0.6%
Westfield Capital Management
9
Westfield Capital Management
Massachusetts
$31M -$481K -16,792 -1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.7M -$168K -5,858 -0.6%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$26.6M -$11M -384,343 -27%
Ameriprise
12
Ameriprise
Minnesota
$22.3M +$15K +523 +0.1%
Manulife (Manufacturers Life Insurance)
13
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.1M -$29.2K -1,020 -0.1%
Charles Schwab
14
Charles Schwab
California
$20.1M +$1.23M +42,878 +6%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$18.9M -$184K -6,425 -0.9%
Northern Trust
16
Northern Trust
Illinois
$18.9M -$11.4M -398,092 -35%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$17.7M -$64.5K -2,252 -0.3%
Norges Bank
18
Norges Bank
Norway
$16.8M +$447K +15,600 +2%
LSV Asset Management
19
LSV Asset Management
Illinois
$16.6M -$241K -8,400 -1%
Jennison Associates
20
Jennison Associates
New York
$15.9M -$68.1K -2,378 -0.4%
KCM
21
Kennedy Capital Management
Missouri
$15.5M -$3.76M -131,257 -18%
Morgan Stanley
22
Morgan Stanley
New York
$12.2M -$8.46M -295,629 -38%
Goldman Sachs
23
Goldman Sachs
New York
$12M +$2.49M +86,812 +23%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$11.6M +$12.9M +450,000 New
WHG
25
Westwood Holdings Group
Texas
$10.9M +$1.42M +49,647 +13%

AAT Hedge Fund Activity: Q3 2022 in Review

186 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q3 2022, worth a combined $1.45B — down 15% from $1.71B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of AAT and 15 opened new positions — a net loss of 11 holders — while 77 trimmed existing stakes and 67 added.

The largest buyer was Adage Capital Partners, opening a new position worth an estimated $12.9M. The largest seller was Granite Investment Partners, exiting entirely with an estimated $12.4M sold.

  • 186 institutional investors held American Assets Trust (AAT) as of Q3 2022, down from 200 in Q2 2022.
  • Funds reported $1.45B of American Assets Trust stock for Q3 2022, down 15% quarter-over-quarter.
  • 15 funds opened new American Assets Trust positions in Q3 2022 and 26 closed out, a net change of -11 holders.
  • The largest American Assets Trust buyer in Q3 2022 was Adage Capital Partners, an estimated $12.9M added.
  • The largest American Assets Trust seller in Q3 2022 was Granite Investment Partners, an estimated $12.4M sold.

Based on aggregated 13F filings for Q3 2022.