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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
AP
601
Atwood & Palmer
Missouri
$2.83K
CB
602
CNB Bank
Pennsylvania
$2.83K
SIS
603
Sound Income Strategies
Florida
$2.67K
GFWA
604
Grey Fox Wealth Advisors
Delaware
$2.67K +$2.65K +17 New
WTC
605
WhitTier Trust Company
Nevada
$2.67K +$2.65K +17 New
RTL
606
Red Tortoise LLC
Georgia
$2.51K +$2.49K +16 New
WT
607
Washington Trust
Rhode Island
$2.04K
TCA
608
Trifecta Capital Advisors
Illinois
$2.04K +$2.02K +13 New
EWM
609
Endurance Wealth Management
Rhode Island
$2K
HFS
610
Hantz Financial Services
Michigan
$2K
HGERS
611
Householder Group Estate & Retirement Specialist
Arizona
$2K
KFP
612
KB Financial Partners
New Jersey
$2K +$1.56K +10 New
WTA
613
Washington Trust Advisors
Massachusetts
$1.88K
CA
614
Clearstead Advisors
Ohio
$1.73K +$1.71K +11 New
EBA
615
Eagle Bay Advisors
New York
$1.57K
CA
616
CoreCap Advisors
Michigan
$1.57K +$1.56K +10 New
ZIG
617
Zullo Investment Group
Pennsylvania
$1.26K
GMA
618
Glassy Mountain Advisors
Maryland
$1.26K +$1.25K +8 New
HS
619
Horan Securities
United States
$1.1K
VCM
620
Versant Capital Management
Arizona
$1.1K
BWM
621
Baystate Wealth Management
Massachusetts
$1K
GRP
622
Global Retirement Partners
California
$942
CFB
623
Cullen/Frost Bankers
Texas
$785
MFT
624
Moisand Fitzgerald Tamayo
Florida
$785
MA
625
MCF Advisors
Kentucky
$628

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.