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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
JWA
476
JFS Wealth Advisors
Pennsylvania
$6K
KTC
477
Kistler-Tiffany Companies
Pennsylvania
$6K
CI
478
CX Institutional
Indiana
$6K +$5.07K +45 +900%
CB
479
Community Bank
New York
$6K +$5.63K +50 New
RFA
480
Reilly Financial Advisors
California
$5K
WT
481
Washington Trust
Rhode Island
$5K
PWMG
482
Prestige Wealth Management Group
New Jersey
$5K +$225 +2 +5%
AIM
483
Anchor Investment Management
South Carolina
$4.13K +$4.05K +36 New
FRA
484
Front Row Advisors
California
$3K -$2.48K -22 -46%
TFO
485
Tarbox Family Office
California
$3K -$1.69K -15 -34%
SC
486
Stralem & Co
New York
$3K
SWM
487
Sugarloaf Wealth Management
Georgia
$3K
TWA
488
TCI Wealth Advisors
Arizona
$3K +$338 +3 +12%
VNA
489
Valley National Advisers
Pennsylvania
$3K +$3.38K +30 New
AWA
490
Arkadios Wealth Advisors
Georgia
$2.71K
ED
491
Exane Derivatives
France
$2.41K
BBHC
492
Brown Brothers Harriman & Co
New York
$2K -$1.91M -16,916 -100%
MPWT
493
MassMutual Private Wealth & Trust
Connecticut
$2K
RCA
494
Ranch Capital Advisors
Florida
$2K
TL
495
TrueWealth LLC
Georgia
$2K
GWS
496
Glassman Wealth Services
Virginia
$2K +$1.01K +9 +150%
WAMC
497
Western Asset Management Company
California
$2K +$1.13K +10 New
EWA
498
Evolution Wealth Advisors
Florida
$2K +$2.14K +19 New
HIA
499
Harbor Investment Advisory
Maryland
$2K +$2.14K +19 New
VFA
500
Valeo Financial Advisors
Indiana
$2K +$2.25K +20 +2,000%

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.