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Mid-America Apartment Communities

630 hedge funds and large institutions have $17.2B invested in Mid-America Apartment Communities in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 244 increasing their positions, 215 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

13% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 215

1.93% more ownership

Funds ownership: 94.35%96.28% (+1.9%)

2% more capital invested

Capital invested by funds: $16.9B → $17.2B (+$315M)

0% less funds holding

Funds holding: 631630 (-1)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

36% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $19.6M

Holders
630
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.13%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
66
Increased
244
Reduced
215
Closed
54
Calls
$12.5M
Puts
$19.6M
Net Calls
-$7.08M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Change in
Stake
TVWM
551
Tower View Wealth Management
Wisconsin
$16K
AWM
552
Activest Wealth Management
Florida
$15.7K
FMB
553
Field & Main Bank
Kentucky
$15.7K
NFSG
554
Newbridge Financial Services Group
Florida
$15.7K
QL
555
Quarry LP
New York
$15.1K +$15K +96 New
GI
556
Gradient Investments
Minnesota
$14.9K
EWA
557
EverSource Wealth Advisors
Alabama
$14.8K +$9.5K +61 +185%
C
558
Covestor
United Kingdom
$14K -$21.2K -136 -61%
FHA
559
First Horizon Advisors
Tennessee
$13.3K
OIS
560
Okabena Investment Services
Minnesota
$12.9K +$12.8K +82 New
FMII
561
Farmers & Merchants Investments Inc
Nebraska
$12.2K
UCB
562
United Community Bank
South Carolina
$11.8K
CTA
563
Colonial Trust Advisors
South Carolina
$11.5K +$11.4K +73 New
NL
564
NVWM LLC
Pennsylvania
$11.5K
CAL
565
Capital Advisors Ltd
Ohio
$11K -$779 -5 -7%
ST
566
Smithfield Trust
Pennsylvania
$11K
DIP
567
DT Investment Partners
Pennsylvania
$10.8K
GWMI
568
Guardian Wealth Management (Illinois)
Illinois
$10.2K
SIC
569
Salem Investment Counselors
North Carolina
$10.2K
ZB
570
Zions Bancorporation
Utah
$10K +$4.67K +30 +88%
HWMA
571
Heritage Wealth Management (Arizona)
Arizona
$10K +$8.1K +52 +433%
CSB
572
City State Bank
Iowa
$10K
BBHC
573
Brown Brothers Harriman & Co
New York
$9.89K -$19K -122 -66%
MCC
574
Money Concepts Capital
Florida
$8.85K +$4.05K +26 +87%
CAC
575
Core Alternative Capital
Georgia
$8.66K

MAA Hedge Fund Activity: Q4 2022 in Review

630 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2022, worth a combined $17.2B — up 1.9% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MAA positions and 54 closed out — a net gain of 12 holders — while 244 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $610M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.8M.

  • 630 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $17.2B of Mid-America Apartment Communities stock for Q4 2022, up 1.9% quarter-over-quarter.
  • 66 funds opened new Mid-America Apartment Communities positions in Q4 2022 and 54 closed out, a net change of +12 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2022 was Cohen & Steers, an estimated $610M added.
  • The largest Mid-America Apartment Communities seller in Q4 2022 was Massachusetts Financial Services, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2022.