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Mid-America Apartment Communities

512 hedge funds and large institutions have $12.2B invested in Mid-America Apartment Communities in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.17B)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.6% less ownership

Funds ownership: 93.37%92.78% (-0.6%)

8% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 64

2% less funds holding

Funds holding: 522512 (-10)

16% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 206

57% less call options, than puts

Call options by funds: $20.7M | Put options by funds: $48M

Holders
512
Holders Change
-10
Holders Change %
-1.92%
% of All Funds
10.5%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
59
Increased
173
Reduced
206
Closed
64
Calls
$20.7M
Puts
$48M
Net Calls
-$27.3M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OPS
426
Orion Portfolio Solutions
Nebraska
$75K +$30.5K +271 +71%
AA
427
AlphaCentric Advisors
Puerto Rico
$75K +$73.7K +654 New
MIFH
428
Migdal Insurance & Financial Holdings
Israel
$75K +$73.8K +655 New
Northwestern Mutual Wealth Management
429
Northwestern Mutual Wealth Management
Wisconsin
$71K +$6.53K +58 +10%
QCG
430
Quadrant Capital Group
Ohio
$66K -$110K -980 -63%
Lazard Asset Management
431
Lazard Asset Management
New York
$64K +$1.24K +11 +2%
CIA
432
CSat Investment Advisory
Michigan
$64K +$9.46K +84 +18%
Carson Wealth (CWM LLC)
433
Carson Wealth (CWM LLC)
Nebraska
$57K
GFPC
434
Global Financial Private Client
Florida
$47.5K
SPIA
435
Steward Partners Investment Advisory
New York
$44K +$338 +3 +0.8%
GWM
436
Geneos Wealth Management
Colorado
$41K
IA
437
IndexIQ Advisors
New York
$39K +$33.4K +297 +743%
Twin Tree Management
438
Twin Tree Management
Texas
$38K +$1.92K +17 +5%
BFEC
439
Benjamin F. Edwards & Company
Missouri
$36K +$4.28K +38 +14%
WT
440
Whittier Trust
California
$35K
TPCW
441
TD Private Client Wealth
New York
$35K -$901 -8 -3%
GKIM
442
GW&K Investment Management
Massachusetts
$34K -$15.5M -137,812 -100%
LC
443
Lindbrook Capital
California
$34K -$5.07K -45 -13%
SSB
444
Sandy Spring Bank
Maryland
$34K
PCG
445
Private Capital Group
Connecticut
$33K -$8.11K -72 -20%
FFC
446
First Financial Corp
Indiana
$32K +$7.43K +66 +31%
PIMG
447
Patriot Investment Management Group
Tennessee
$28.1K +$27.5K +244 New
JCM
448
Jacobi Capital Management
Pennsylvania
$28K
CAC
449
Certified Advisory Corp
Florida
$26K
AIL
450
AGF Investments LLC
Ontario, Canada
$26K +$15.1K +134 +149%

MAA Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q2 2020, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of MAA and 59 opened new positions — a net loss of 5 holders — while 206 trimmed existing stakes and 173 added.

The largest buyer was Fidelity Investments, adding an estimated $129M. The largest seller was Invesco, cutting an estimated $271M.

  • 512 institutional investors held Mid-America Apartment Communities (MAA) as of Q2 2020, down from 522 in Q1 2020.
  • Funds reported $12.2B of Mid-America Apartment Communities stock for Q2 2020, up 11% quarter-over-quarter.
  • 59 funds opened new Mid-America Apartment Communities positions in Q2 2020 and 64 closed out, a net change of -5 holders.
  • The largest Mid-America Apartment Communities buyer in Q2 2020 was Fidelity Investments, an estimated $129M added.
  • The largest Mid-America Apartment Communities seller in Q2 2020 was Invesco, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.