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Mid-America Apartment Communities

279 hedge funds and large institutions have $4.92B invested in Mid-America Apartment Communities in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 108 increasing their positions, 107 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $4.25B → $4.92B (+$673M)

2.64% more ownership

Funds ownership: 93.36%96% (+2.6%)

1% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 107

3% less funds holding

Funds holding: 287279 (-8)

14% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 28

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

43% less call options, than puts

Call options by funds: $3.44M | Put options by funds: $6.07M

Holders
279
Holders Change
-8
Holders Change %
-2.79%
% of All Funds
8.06%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
24
Increased
108
Reduced
107
Closed
28
Calls
$3.44M
Puts
$6.07M
Net Calls
-$2.63M
Net Calls Change
+$2.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$662M +$25.4M +387,027 +4%
Invesco
2
Invesco
Georgia
$458M +$24.9M +380,270 +6%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$290M +$46.2M +704,190 +20%
BIT
4
BlackRock Institutional Trust
California
$207M +$3.12M +47,584 +2%
JP Morgan Chase
5
JP Morgan Chase
New York
$197M +$96.4M +1,470,658 +104%
SAMC
6
Shinko Asset Management Company
Japan
$193M +$20.3M +309,400 +12%
BFA
7
BlackRock Fund Advisors
California
$176M -$2.31M -35,261 -1%
State Street
8
State Street
Massachusetts
$151M +$1.38M +21,014 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$146M +$22.4M +342,011 +19%
BC
10
Brookfield Corp
Ontario, Canada
$121M +$3.47M +53,000 +3%
Morgan Stanley
11
Morgan Stanley
New York
$99.3M +$36.5M +557,459 +62%
SAM
12
Silvercrest Asset Management
New York
$95.3M +$7.8M +119,017 +9%
AllianceBernstein
13
AllianceBernstein
Tennessee
$94.8M +$3.54M +53,972 +4%
Goldman Sachs
14
Goldman Sachs
New York
$93.1M -$3.2M -48,811 -3%
N
15
Nuveen
North Carolina
$81.3M -$1.56M -23,873 -2%
SB
16
Suntrust Banks
Georgia
$80.6M +$383K +5,850 +0.5%
Northern Trust
17
Northern Trust
Illinois
$68.2M -$504K -7,692 -0.8%
O
18
OppenheimerFunds
New York
$67.1M -$97.5K -1,488 -0.2%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$64.8M +$5.65M +86,190 +10%
AAMU
20
APG Asset Management US
New York
$60.8M -$3.32M -50,700 -5%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$57.9M +$1.91M +29,168 +4%
UOC
22
UBS O'Connor
Illinois
$47.8M -$2.29M -35,000 -5%
Norges Bank
23
Norges Bank
Norway
$44.3M
BNP Paribas Asset Management
24
BNP Paribas Asset Management
France
$43.2M +$33.4M +509,700 +413%
Fisher Asset Management
25
Fisher Asset Management
Washington
$42.1M -$765K -11,675 -2%

MAA Hedge Fund Activity: Q1 2014 in Review

279 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q1 2014, worth a combined $4.92B — up 16% from $4.25B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of MAA and 24 opened new positions — a net loss of 4 holders — while 107 trimmed existing stakes and 108 added.

The largest buyer was JP Morgan Chase, adding an estimated $96.4M. The largest seller was Cohen & Steers, exiting entirely with an estimated $63.5M sold.

  • 279 institutional investors held Mid-America Apartment Communities (MAA) as of Q1 2014, down from 287 in Q4 2013.
  • Funds reported $4.92B of Mid-America Apartment Communities stock for Q1 2014, up 16% quarter-over-quarter.
  • 24 funds opened new Mid-America Apartment Communities positions in Q1 2014 and 28 closed out, a net change of -4 holders.
  • The largest Mid-America Apartment Communities buyer in Q1 2014 was JP Morgan Chase, an estimated $96.4M added.
  • The largest Mid-America Apartment Communities seller in Q1 2014 was Cohen & Steers, an estimated $63.5M sold.

Based on aggregated 13F filings for Q1 2014.