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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
MERSOM
551
Municipal Employees' Retirement System of Michigan
Michigan
-$167K -1,620 Closed
Bank Julius Baer & Co
552
Bank Julius Baer & Co
Switzerland
-$146K -1,414 Closed
IUHSA
553
Itau Unibanco Holding S.A.
Brazil
-$106K -1,027 Closed
SL
554
Salomon & Ludwin
Virginia
-$70K -678 Closed
CBT
555
Capital Bank & Trust
California
-$45K -435 Closed
PI
556
PineBridge Investments
New York
-$43K -420 Closed
LM
557
Legg Mason
Maryland
-$34K -329 Closed
AssetMark Inc
558
AssetMark Inc
California
-$22K -215 Closed
WAP
559
Wealthcare Advisory Partners
Pennsylvania
-$18K -175 Closed
NFG
560
Next Financial Group
Texas
-$17K -164 Closed
II
561
Inspire Investing
Idaho
-$12K -113 Closed
TCOV
562
Trust Company of Vermont
Vermont
-$11K -102 Closed
LF
563
Lee Financial
Texas
-$5K -50 Closed
HGWM
564
Harvest Group Wealth Management
Massachusetts
-$4K -46 Closed
PW
565
Price Wealth
Texas
-$4K -38 Closed
SIAS
566
Shine Investment Advisory Services
Colorado
-$4K -35 Closed
BWM
567
BerganKDV Wealth Management
Minnesota
-$2K -24 Closed
SMFS
568
Squar Milner Financial Services
California
-$2K -22 Closed
LWA
569
Lenox Wealth Advisors
New York
-$2K -17 Closed
Loomis, Sayles & Company
570
Loomis, Sayles & Company
Massachusetts
-$1K -14 Closed
GI
571
Gradient Investments
Minnesota
-$1K -9 Closed
FDCDDQ
572
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$515 -5 Closed
VCM
573
Versant Capital Management
Arizona
-$113 -1 -13%

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.