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Mid-America Apartment Communities

248 hedge funds and large institutions have $2.97B invested in Mid-America Apartment Communities in 2013 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 106 increasing their positions, 84 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 84

6.51% more ownership

Funds ownership: 104.7%111.21% (+6.5%)

2% less capital invested

Capital invested by funds: $3.02B → $2.97B (-$55.1M)

5% less call options, than puts

Call options by funds: $4.49M | Put options by funds: $4.7M

3% less funds holding

Funds holding: 256248 (-8)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
248
Holders Change
-8
Holders Change %
-3.13%
% of All Funds
8.04%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.06%
New
24
Increased
106
Reduced
84
Closed
30
Calls
$4.49M
Puts
$4.7M
Net Calls
-$215K
Net Calls Change
-$1.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$333M +$1.8M +27,818 +0.5%
Invesco
2
Invesco
Georgia
$288M +$1.96M +30,303 +0.7%
BFA
3
BlackRock Fund Advisors
California
$118M +$1.64M +25,382 +1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$105M +$67.2M +1,041,069 +163%
BIT
5
BlackRock Institutional Trust
California
$91.4M -$520K -8,049 -0.5%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$85.9M -$8.98M -138,992 -9%
BC
7
Brookfield Corp
Ontario, Canada
$80.7M +$82.2M +1,272,222 +6,760%
SB
8
Suntrust Banks
Georgia
$79.5M +$25.7M +397,620 +45%
Goldman Sachs
9
Goldman Sachs
New York
$78.4M +$6.8M +105,237 +9%
SAMC
10
Shinko Asset Management Company
Japan
$78.4M +$388K +6,000 +0.5%
AllianceBernstein
11
AllianceBernstein
Tennessee
$69M +$16.9M +262,061 +31%
CI Investments Inc
12
CI Investments Inc
Ontario, Canada
$63.8M +$2.08M +32,200 +3%
N
13
Nuveen
North Carolina
$62.3M +$6.88M +106,523 +12%
Morgan Stanley
14
Morgan Stanley
New York
$56.7M +$3.77M +58,349 +7%
JP Morgan Chase
15
JP Morgan Chase
New York
$54.8M -$7.24M -112,044 -11%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$52.1M +$1.21M +18,680 +2%
O
17
OppenheimerFunds
New York
$48.2M +$4.23M +65,538 +9%
RIM
18
Rainier Investment Management
Washington
$47.7M +$2.71M +41,890 +6%
State Street
19
State Street
Massachusetts
$45.6M -$150K -2,318 -0.3%
AAMU
20
APG Asset Management US
New York
$43.3M +$2.84M +43,892 +7%
SAM
21
Silvercrest Asset Management
New York
$43.1M +$4.7M +72,741 +12%
Fisher Asset Management
22
Fisher Asset Management
Washington
$40.9M -$1.45M -22,375 -3%
UOC
23
UBS O'Connor
Illinois
$38.5M +$1.21M +18,794 +3%
GKIM
24
GW&K Investment Management
Massachusetts
$36M +$51.2K +793 +0.1%
Bank of America
25
Bank of America
North Carolina
$32.2M +$21.6M +335,148 +186%

MAA Hedge Fund Activity: Q3 2013 in Review

248 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q3 2013, worth a combined $2.97B — down 1.8% from $3.02B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of MAA and 24 opened new positions — a net loss of 6 holders — while 84 trimmed existing stakes and 106 added.

The largest buyer was Brookfield Corp, adding an estimated $82.2M. The largest seller was Perkins Investment Management, exiting entirely with an estimated $49.6M sold.

  • 248 institutional investors held Mid-America Apartment Communities (MAA) as of Q3 2013, down from 256 in Q2 2013.
  • Funds reported $2.97B of Mid-America Apartment Communities stock for Q3 2013, down 1.8% quarter-over-quarter.
  • 24 funds opened new Mid-America Apartment Communities positions in Q3 2013 and 30 closed out, a net change of -6 holders.
  • The largest Mid-America Apartment Communities buyer in Q3 2013 was Brookfield Corp, an estimated $82.2M added.
  • The largest Mid-America Apartment Communities seller in Q3 2013 was Perkins Investment Management, an estimated $49.6M sold.

Based on aggregated 13F filings for Q3 2013.