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Mid-America Apartment Communities
MAA

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: 3 → 3 (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: 664 → 643 (-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

Top Buyers

1
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$208M
2
JP Morgan Chase
JP Morgan Chase
New York
+$202M
3
BlackRock
BlackRock
New York
+$187M
4
Invesco
Invesco
Georgia
+$113M
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$102M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$509M
2
Morgan Stanley
Morgan Stanley
New York
-$314M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$122M
4
LPC
Long Pond Capital
New York
-$98.7M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$84.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
ST
601
Smithfield Trust
Pennsylvania
$5K – – –
PWMG
602
Private Wealth Management Group
New Jersey
$4.87K – – –
AWM
603
Abound Wealth Management
Tennessee
$4.61K – – –
MCM
604
Manchester Capital Management
Vermont
$4.61K – – –
PWMG
605
Prestige Wealth Management Group
New Jersey
$4.47K – – –
ZB
606
Zions Bancorporation
Utah
$4.47K – – –
FFC
607
First Financial Corp
Indiana
$4.21K -$34.4K -265 -89%
HIA
608
Harbor Investment Advisory
Maryland
$4.08K +$1.56K +12 +63%
MTIC
609
Missouri Trust & Investment Company
Missouri
$3.95K – – –
FRA
610
Front Row Advisors
California
$3.42K +$3.38K +26 New
SWM
611
Sugarloaf Wealth Management
Georgia
$3.29K – – –
BIA
612
Bell Investment Advisors
California
$3.29K +$1.04K +8 +47%
EC
613
EntryPoint Capital
New York
$3.29K +$3.25K +25 New
ATC
614
Adirondack Trust Company
New York
$3.29K – – –
EBA
615
Eagle Bay Advisors
New York
$3.16K +$3.12K +24 New
Federated Hermes
616
Federated Hermes
Pennsylvania
$3.03K -$91.5K -704 -97%
CCM
617
Copeland Capital Management
Pennsylvania
$3.03K – – –
HFS
618
Hantz Financial Services
Michigan
$3K – – –
FGAM
619
Financial Gravity Asset Management
Texas
$2.7K +$2.73K +21 New
CWP
620
Concord Wealth Partners
Virginia
$2.5K +$2.47K +19 New
AP
621
Aspect Partners
Virginia
$2.37K – – –
CB
622
CNB Bank
Pennsylvania
$2.37K – – –
PIM
623
Plato Investment Management
Australia
$2.37K – – –
SIS
624
Sound Income Strategies
Florida
$2.37K +$130 +1 +6%
PPC
625
Park Place Capital
Alabama
$2.37K +$2.34K +18 New
23 24
25
26 27

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.