American Assets Trust
194 hedge funds and large institutions have $1.27B invested in American Assets Trust in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 19 closing their positions.
68% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 19
34% more call options, than puts
Call options by funds: $135K | Put options by funds: $101K
19% more capital invested
Capital invested by funds: $1.07B → $1.27B (+$200M)
7% more funds holding
Funds holding: 182 → 194 (+12)
2.8% more ownership
Funds ownership: 89.93% → 92.73% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
11% less repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 74
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$26.5M |
| 2 |
BlackRock
New York
|
+$18M |
| 3 |
Man Group
London,
United Kingdom
|
+$10.7M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$8.22M |
| 5 |
Charles Schwab
San Francisco,
California
|
+$5.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$21.8M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$14.2M |
| 3 |
Goldman Sachs
New York
|
-$6.15M |
| 4 |
Millennium Management
New York
|
-$5.26M |
| 5 |
UBS AM
Chicago,
Illinois
|
-$2.55M |
AAT Hedge Fund Activity: Q4 2023 in Review
194 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in American Assets Trust (AAT) for Q4 2023, worth a combined $1.27B — up 19% from $1.07B a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new AAT positions and 19 closed out — a net gain of 13 holders — while 66 added to existing stakes and 74 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $26.5M. The largest seller was Wellington Management Group, cutting an estimated $21.8M.
- 194 institutional investors held American Assets Trust (AAT) as of Q4 2023, up from 182 in Q3 2023.
- Funds reported $1.27B of American Assets Trust stock for Q4 2023, up 19% quarter-over-quarter.
- 32 funds opened new American Assets Trust positions in Q4 2023 and 19 closed out, a net change of +13 holders.
- The largest American Assets Trust buyer in Q4 2023 was Morgan Stanley, an estimated $26.5M added.
- The largest American Assets Trust seller in Q4 2023 was Wellington Management Group, an estimated $21.8M sold.
Based on aggregated 13F filings for Q4 2023.