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Mid-America Apartment Communities

443 hedge funds and large institutions have $10.8B invested in Mid-America Apartment Communities in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 38

6% more funds holding

Funds holding: 418443 (+25)

2.35% more ownership

Funds ownership: 92.37%94.72% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 156

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $11.2B → $10.8B (-$392M)

13% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
443
Holders Change
+25
Holders Change %
+5.98%
% of All Funds
10.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
68
Increased
158
Reduced
156
Closed
38
Calls
$16M
Puts
$18.5M
Net Calls
-$2.44M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
401
Gemmer Asset Management
California
$15K -$6.96K -67 -31%
TFO
402
Tarbox Family Office
California
$14K
BC
403
Bartlett & Co
Ohio
$14K +$14.7K +142 New
CBOA
404
Commonwealth Bank of Australia
Australia
$13K -$727 -7 -5%
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$13K
EA
406
Edge Advisors
Georgia
$13K
PA
407
Parallel Advisors
California
$12K -$4.36K -42 -25%
KA
408
Kaizen Advisory
Illinois
$11K +$11.2K +108 New
GWM
409
Geneos Wealth Management
Colorado
$10K
SPI
410
Santori & Peters Inc
Pennsylvania
$10K +$12.5K +120 New
EARNEST Partners
411
EARNEST Partners
Georgia
$9K +$8.82K +85 New
LF
412
Lee Financial
Texas
$8K -$2.6K -25 -24%
GRP
413
Global Retirement Partners
California
$8K -$623 -6 -7%
SIAS
414
Shine Investment Advisory Services
Colorado
$7K
ZB
415
Zions Bancorporation
Utah
$7K +$2.49K +24 +48%
II
416
Inspire Investing
Idaho
$7K +$7.16K +69 New
CB
417
Community Bank
New York
$7K +$7.27K +70 New
Federated Hermes
418
Federated Hermes
Pennsylvania
$6K -$190K -1,827 -97%
RIA
419
RPG Investment Advisory
California
$6K -$2.08K -20 -25%
LFA
420
Legacy Financial Advisors
Kentucky
$6K +$6.75K +65 New
CAL
421
Capital Advisors Ltd
Ohio
$5K
CFG
422
Citizens Financial Group
Rhode Island
$5K
DSI
423
Daiwa SB Investments
Japan
$5K
JWA
424
JFS Wealth Advisors
Pennsylvania
$5K
PCP
425
Proficio Capital Partners
Massachusetts
$5K

MAA Hedge Fund Activity: Q4 2017 in Review

443 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2017, worth a combined $10.8B — down 3.5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MAA positions and 38 closed out — a net gain of 30 holders — while 158 added to existing stakes and 156 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $293M. The largest seller was Goldman Sachs, cutting an estimated $169M.

  • 443 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2017, up from 418 in Q3 2017.
  • Funds reported $10.8B of Mid-America Apartment Communities stock for Q4 2017, down 3.5% quarter-over-quarter.
  • 68 funds opened new Mid-America Apartment Communities positions in Q4 2017 and 38 closed out, a net change of +30 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2017 was Cohen & Steers, an estimated $293M added.
  • The largest Mid-America Apartment Communities seller in Q4 2017 was Goldman Sachs, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2017.