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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
ZB
451
Zions Bancorporation
Utah
$23K +$8.9K +79 +66%
FMII
452
Farmers & Merchants Investments Inc
Nebraska
$22K
SWA
453
Sutton Wealth Advisors
Florida
$21.8K +$901 +8 +4%
GAM
454
Gemmer Asset Management
California
$20K -$5.74K -51 -23%
ACA
455
Atlas Capital Advisors
Wyoming
$19.5K +$6.53K +58 +52%
MSFP
456
Mark Sheptoff Financial Planning
Connecticut
$18K
BL
457
Balentine LLC
Georgia
$17K +$16.7K +148 New
Rockefeller Capital Management
458
Rockefeller Capital Management
New York
$15K -$87.1K -773 -86%
AIM
459
AIA Investment Management
Singapore
$15K -$33.9K -301 -69%
Bessemer Group
460
Bessemer Group
New Jersey
$15K -$17.8K -158 -54%
AW
461
Alpha Windward
Massachusetts
$15K -$1.24K -11 -8%
PFBT
462
Parkside Financial Bank & Trust
Missouri
$13K +$225 +2 +2%
GRP
463
Global Retirement Partners
California
$12K +$2.03K +18 +21%
CIA
464
Cascade Investment Advisors
Oregon
$11.5K
HR
465
Howe & Rusling
New York
$11K
SFS
466
Sowell Financial Services
Arkansas
$10K -$52.7K -468 -84%
BCA
467
Berman Capital Advisors
Georgia
$10K
EARNEST Partners
468
EARNEST Partners
Georgia
$10K
TCM
469
Tradewinds Capital Management
Washington
$10K
SLF
470
Sun Life Financial
Ontario, Canada
$8K
ST
471
Smithfield Trust
Pennsylvania
$8K +$3.49K +31 +78%
HWM
472
HighMark Wealth Management
Minnesota
$8K +$4.84K +43 +165%
EFSCE
473
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
TAIM
474
TD Ameritrade Investment Management
Nebraska
$7K +$5.18K +46 +354%
CAL
475
Capital Advisors Ltd
Ohio
$6K

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.