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Mid-America Apartment Communities

643 hedge funds and large institutions have $14.3B invested in Mid-America Apartment Communities in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 237 increasing their positions, 242 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less repeat investments, than reductions

Existing positions increased: 237 | Existing positions reduced: 242

5% less capital invested

Capital invested by funds: $15B → $14.3B (-$691M)

2.31% less ownership

Funds ownership: 95.77%93.45% (-2.3%)

3% less funds holding

Funds holding: 664643 (-21)

17% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 77

50% less call options, than puts

Call options by funds: $33.4M | Put options by funds: $66.8M

Holders
643
Holders Change
-21
Holders Change %
-3.16%
% of All Funds
9.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
64
Increased
237
Reduced
242
Closed
77
Calls
$33.4M
Puts
$66.8M
Net Calls
-$33.4M
Net Calls Change
+$4.63M
Name Holding Trade Value Shares
Change
Change in
Stake
HI
476
Horizon Investments
North Carolina
$226K +$5.07K +39 +2%
CAG
477
Csenge Advisory Group
Florida
$223K -$85.3K -656 -28%
RWP
478
RWA Wealth Partners
Massachusetts
$222K -$11.6K -89 -5%
CTC
479
Cetera Trust Company
Minnesota
$219K +$61.1K +470 +39%
CASB
480
Cape Ann Savings Bank
Massachusetts
$210K -$204K -1,567 -50%
GT
481
Glenmede Trust
Pennsylvania
$204K +$201K +1,549 New
CGL
482
Clarius Group LLC
Washington
$203K -$4.16K -32 -2%
WI
483
WrapManager Inc
California
$203K +$200K +1,542 New
CWM
484
Concentric Wealth Management
California
$203K -$23.4K -180 -10%
BWM
485
BCS Wealth Management
Tennessee
$201K
WBC
486
Westpac Banking Corp
Australia
$188K
VSQM
487
V-Square Quantitative Management
Illinois
$186K
CI Investments Inc
488
CI Investments Inc
Ontario, Canada
$181K +$30.8K +237 +21%
VEA
489
Virtus ETF Advisers
New York
$178K -$23.1K -178 -12%
AIP
490
Ameritas Investment Partners
Nebraska
$177K
FPFS
491
First Personal Financial Services
North Carolina
$176K
AWM
492
Ameliora Wealth Management
Switzerland
$158K +$156K +1,200 New
WT
493
Whittier Trust
California
$150K +$65K +500 +78%
ETC
494
Exchange Traded Concepts
Oklahoma
$144K +$650 +5 +0.5%
HNB
495
Huntington National Bank
Ohio
$141K -$283K -2,175 -67%
LFA
496
LGT Financial Advisors
Texas
$140K -$6.11K -47 -4%
CIBC Private Wealth Group
497
CIBC Private Wealth Group
Georgia
$139K +$140K +1,079 New
BCWM
498
Bartlett & Co Wealth Management
Ohio
$138K
CWM
499
Compass Wealth Management
Connecticut
$134K
QCG
500
Quadrant Capital Group
Ohio
$131K -$19.9K -153 -13%

MAA Hedge Fund Activity: Q1 2024 in Review

643 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q1 2024, worth a combined $14.3B — down 4.6% from $15B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of MAA and 64 opened new positions — a net loss of 13 holders — while 242 trimmed existing stakes and 237 added.

The largest buyer was Barrow, Hanley, Mewhinney & Strauss, opening a new position worth an estimated $208M. The largest seller was Cohen & Steers, cutting an estimated $509M.

  • 643 institutional investors held Mid-America Apartment Communities (MAA) as of Q1 2024, down from 664 in Q4 2023.
  • Funds reported $14.3B of Mid-America Apartment Communities stock for Q1 2024, down 4.6% quarter-over-quarter.
  • 64 funds opened new Mid-America Apartment Communities positions in Q1 2024 and 77 closed out, a net change of -13 holders.
  • The largest Mid-America Apartment Communities buyer in Q1 2024 was Barrow, Hanley, Mewhinney & Strauss, an estimated $208M added.
  • The largest Mid-America Apartment Communities seller in Q1 2024 was Cohen & Steers, an estimated $509M sold.

Based on aggregated 13F filings for Q1 2024.