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Mid-America Apartment Communities

577 hedge funds and large institutions have $19.9B invested in Mid-America Apartment Communities in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 196 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

31% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $51.7M

10% more capital invested

Capital invested by funds: $18B → $19.9B (+$1.88B)

8% more funds holding

Funds holding: 533577 (+44)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 188

1.59% less ownership

Funds ownership: 93.45%91.85% (-1.6%)

Holders
577
Holders Change
+44
Holders Change %
+8.26%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
84
Increased
196
Reduced
188
Closed
32
Calls
$67.8M
Puts
$51.7M
Net Calls
+$16.1M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
JAG
376
Journey Advisory Group
Kentucky
$394K -$40.3K -215 -9%
WOC
377
West Oak Capital
California
$388K +$3.75K +20 +1%
HI
378
Horizon Investments
North Carolina
$387K -$47.7K -254 -11%
CPC
379
Cookson Peirce & Co
Pennsylvania
$386K +$13.9K +74 +4%
CCM
380
Chickasaw Capital Management
Tennessee
$373K
ET
381
Equitable Trust
Tennessee
$370K
IA
382
IndexIQ Advisors
New York
$369K +$18.6K +99 +5%
KCM
383
Kathmere Capital Management
Pennsylvania
$364K +$12K +64 +3%
IAA
384
Independent Advisor Alliance
North Carolina
$361K -$12.4K -66 -3%
MMHP
385
Murphy Middleton Hinkle & Parker
Georgia
$357K
SSA
386
Schonfeld Strategic Advisors
New York
$357K +$359K +1,914 New
DWM
387
Doyle Wealth Management
Florida
$354K
GT
388
Greenleaf Trust
Michigan
$350K +$27.4K +146 +8%
II
389
Inspire Investing
Idaho
$347K +$348K +1,855 New
DT
390
Diversified Trust
Tennessee
$346K +$51K +272 +17%
CAM
391
Cresset Asset Management
Illinois
$346K +$349K +1,859 New
DADC
392
D.A. Davidson & Co
Montana
$336K
FAFN
393
First Affirmative Financial Network
Colorado
$327K +$329K +1,752 New
AF
394
Allworth Financial
California
$327K +$329K +1,753 New
HPA
395
High Probability Advisors
New York
$317K
MCWS
396
McKinley Carter Wealth Services
West Virginia
$317K +$751 +4 +0.2%
TMAM
397
Tokio Marine Asset Management
Japan
$315K -$31.7K -169 -9%
AIC
398
Ameritas Investment Company
Nebraska
$313K -$416K -2,215 -57%
LMAM
399
Legg Mason Asset Management
Japan
$312K
MFS
400
Mirabella Financial Services
United Kingdom
$312K +$313K +1,670 New

MAA Hedge Fund Activity: Q3 2021 in Review

577 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q3 2021, worth a combined $19.9B — up 10% from $18B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MAA positions and 32 closed out — a net gain of 52 holders — while 196 added to existing stakes and 188 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $187M. The largest seller was JP Morgan Chase, cutting an estimated $203M.

  • 577 institutional investors held Mid-America Apartment Communities (MAA) as of Q3 2021, up from 533 in Q2 2021.
  • Funds reported $19.9B of Mid-America Apartment Communities stock for Q3 2021, up 10% quarter-over-quarter.
  • 84 funds opened new Mid-America Apartment Communities positions in Q3 2021 and 32 closed out, a net change of +52 holders.
  • The largest Mid-America Apartment Communities buyer in Q3 2021 was Blackstone Inc, an estimated $187M added.
  • The largest Mid-America Apartment Communities seller in Q3 2021 was JP Morgan Chase, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2021.