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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
BCWM
526
Bartlett & Co Wealth Management
Ohio
$107K -$40.1K -300 -29%
HFM
527
Harvest Fund Management
China
$104K +$97.7K +731 New
First Eagle Investment Management
528
First Eagle Investment Management
New York
$103K +$1.74K +13 +2%
Federated Hermes
529
Federated Hermes
Pennsylvania
$102K +$92.9K +695 +3,022%
MHR
530
Matthew Hamilton Rosenberg
$98.5K – – –
C
531
Covestor
United Kingdom
$97K -$21.9K -164 -19%
SL
532
Salomon & Ludwin
Virginia
$96.7K – – –
PS
533
Principal Securities
Iowa
$93.1K +$18.2K +136 +26%
EC
534
EntryPoint Capital
New York
$83.9K +$75.3K +563 +2,252%
AAP
535
Arax Advisory Partners
Colorado
$82.6K +$3.74K +28 +5%
TFF
536
The Family Firm
Maryland
$82.3K +$77.1K +577 New
LC
537
Lindbrook Capital
California
$76.9K +$11K +82 +18%
GRP
538
Global Retirement Partners
California
$73.3K +$10K +75 +17%
SOW
539
State of Wyoming
Wyoming
$72.4K +$20.2K +151 +42%
WCM
540
Wunderlich Capital Managemnt
Tennessee
$70.6K – – –
AGWCA
541
Annis Gardner Whiting Capital Advisors
Florida
$68.9K – – –
PA
542
Parallel Advisors
California
$67.2K +$4.68K +35 +8%
AF
543
Allworth Financial
California
$64.4K -$12.7K -95 -17%
PTC
544
Private Trust Company
Ohio
$61.3K -$267 -2 -0.5%
LFA
545
LGT Financial Advisors
Texas
$61.3K -$84.9K -635 -60%
LS
546
Livforsakringsbolaget Skandia
Sweden
$60K -$66.8K -500 -54%
GFPC
547
Global Financial Private Client
Florida
$57.6K – – –
AF
548
Advisornet Financial
Minnesota
$57.6K +$1.34K +10 +3%
AA
549
Alta Advisers
United Kingdom
$57K – – –
EL
550
EMFO LLC
Florida
$57K – – –
20 21
22
23 24

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.