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Mid-America Apartment Communities
MAA

679 hedge funds and large institutions have $15.5B invested in Mid-America Apartment Communities in 2024 Q2 according to their latest regulatory filings, with 101 funds opening new positions, 253 increasing their positions, 219 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more funds holding in top 10

Funds holding in top 10: 3 → 8 (+5)

77% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 57

16% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 219

8% more capital invested

Capital invested by funds: $14.3B → $15.5B (+$1.16B)

6% more funds holding

Funds holding: 643 → 679 (+36)

0.27% less ownership

Funds ownership: 93.45% → 93.18% (-0.27%)

35% less call options, than puts

Call options by funds: $37.3M | Put options by funds: $57.7M

Holders
679
Holders Change
+36
Holders Change %
+5.6%
% of All Funds
9.81%
Holding in Top 10
8
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+166.67%
% of All Funds
0.12%
New
101
Increased
253
Reduced
219
Closed
57
Calls
$37.3M
Puts
$57.7M
Net Calls
-$20.4M
Net Calls Change
+$13M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$123M
2
DFO
Duquesne Family Office
New York
+$86.1M
3
LPC
Long Pond Capital
New York
+$73.2M
4
RRAM
River Road Asset Management
Kentucky
+$55.8M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$52.5M

Top Sellers

1
UBS AM
UBS AM
Illinois
-$103M
2
JP Morgan Chase
JP Morgan Chase
New York
-$102M
3
Cohen & Steers
Cohen & Steers
New York
-$91.9M
4
HRES
Heitman Real Estate Securities
Illinois
-$54.5M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$47.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
451
Independent Advisor Alliance
North Carolina
$296K +$2.94K +22 +1%
CCM
452
Coldstream Capital Management
Washington
$295K +$277K +2,072 New
NW
453
NewEdge Wealth
Pennsylvania
$295K -$11.2K -84 -4%
BSW
454
Buckingham Strategic Wealth
Missouri
$292K +$936 +7 +0.3%
ECP
455
Epacria Capital Partners
Colorado
$286K +$268K +2,008 New
CCM
456
Chickasaw Capital Management
Tennessee
$285K – – –
KWM
457
Kolinsky Wealth Management
New Jersey
$283K +$266K +1,987 New
ET
458
Equitable Trust
Tennessee
$282K – – –
PAS
459
Park Avenue Securities
New York
$281K -$31.6K -236 -11%
FTDI
460
First Trust Direct Indexing
Massachusetts
$280K +$262K +1,963 New
HCMT
461
Highland Capital Management (Tennessee)
Tennessee
$279K – – –
AG
462
Ascent Group
Virginia
$277K -$39.6K -296 -13%
WA
463
Wealth Alliance
New York
$275K +$4.54K +34 +2%
NA
464
NewEdge Advisors
Louisiana
$272K +$197K +1,477 +343%
EF
465
Empowered Funds
Pennsylvania
$268K +$15.5K +116 +7%
WOC
466
West Oak Capital
California
$264K – – –
WA
467
Waddell & Associates
Tennessee
$262K +$401 +3 +0.2%
Lazard Asset Management
468
Lazard Asset Management
New York
$259K -$117K -875 -32%
MMHP
469
Murphy Middleton Hinkle & Parker
Georgia
$258K – – –
IGAM
470
iA Global Asset Management
Quebec, Canada
$258K -$20.1K -150 -8%
PA
471
Profund Advisors
Maryland
$258K +$6.68K +50 +3%
NAM
472
Nexpoint Asset Management
Texas
$257K – – –
WBC
473
Westpac Banking Corp
Australia
$255K +$48.1K +360 +25%
SCA
474
Snowden Capital Advisors
New York
$254K -$3.21K -24 -1%
OC
475
Oppenheimer & Co
New York
$253K -$4.54K -34 -2%
17 18
19
20 21

MAA Hedge Fund Activity: Q2 2024 in Review

679 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q2 2024, worth a combined $15.5B — up 8.1% from $14.3B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new MAA positions and 57 closed out — a net gain of 44 holders — while 253 added to existing stakes and 219 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $123M. The largest seller was UBS AM, cutting an estimated $103M.

  • 679 institutional investors held Mid-America Apartment Communities (MAA) as of Q2 2024, up from 643 in Q1 2024.
  • Funds reported $15.5B of Mid-America Apartment Communities stock for Q2 2024, up 8.1% quarter-over-quarter.
  • 101 funds opened new Mid-America Apartment Communities positions in Q2 2024 and 57 closed out, a net change of +44 holders.
  • The largest Mid-America Apartment Communities buyer in Q2 2024 was Fidelity Investments, an estimated $123M added.
  • The largest Mid-America Apartment Communities seller in Q2 2024 was UBS AM, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2024.