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Mid-America Apartment Communities

286 hedge funds and large institutions have $5.38B invested in Mid-America Apartment Communities in 2014 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 118 increasing their positions, 96 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 118 | Existing positions reduced: 96

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

15% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 27

13% more capital invested

Capital invested by funds: $4.75B → $5.38B (+$630M)

4% more call options, than puts

Call options by funds: $4.67M | Put options by funds: $4.5M

0% less funds holding

Funds holding: 287286 (-1)

0.56% less ownership

Funds ownership: 96.32%95.76% (-0.56%)

Holders
286
Holders Change
-1
Holders Change %
-0.35%
% of All Funds
7.63%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.16%
New
31
Increased
118
Reduced
96
Closed
27
Calls
$4.67M
Puts
$4.5M
Net Calls
+$160K
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$772M +$17.1M +240,455 +2%
Invesco
2
Invesco
Georgia
$517M -$14.4M -201,795 -3%
JP Morgan Chase
3
JP Morgan Chase
New York
$362M +$29.4M +412,601 +9%
SAMC
4
Shinko Asset Management Company
Japan
$247M -$26.8K -376 -0%
BIT
5
BlackRock Institutional Trust
California
$236M +$9.79M +137,357 +5%
BFA
6
BlackRock Fund Advisors
California
$213M +$7.72M +108,212 +4%
Morgan Stanley
7
Morgan Stanley
New York
$194M -$16.9M -237,579 -8%
State Street
8
State Street
Massachusetts
$155M -$31.9K -447 -0%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$145M -$129M -1,810,624 -48%
BC
10
Brookfield Corp
Ontario, Canada
$133M -$760K -10,654 -0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$118M -$17M -238,015 -13%
N
12
Nuveen
North Carolina
$112M +$13.2M +185,666 +14%
SAM
13
Silvercrest Asset Management
New York
$104M +$2.42M +33,951 +3%
Goldman Sachs
14
Goldman Sachs
New York
$103M +$33.8M +474,343 +52%
AAMU
15
APG Asset Management US
New York
$85M +$12M +168,500 +17%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$78.8M -$8.41M -117,957 -10%
AllianceBernstein
17
AllianceBernstein
Tennessee
$73.3M -$6.21M -87,066 -8%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$69.3M +$638K +8,948 +1%
O
19
OppenheimerFunds
New York
$68.8M +$6.09M +85,339 +10%
Northern Trust
20
Northern Trust
Illinois
$62.9M +$5.87M +82,345 +11%
SO
21
STRS Ohio
Ohio
$59.4M +$6.58M +92,241 +13%
PSAMP
22
P. Schoenfeld Asset Management (PSAM)
New York
$54.8M -$6.99M -98,000 -12%
Fisher Asset Management
23
Fisher Asset Management
Washington
$43.9M -$413K -5,789 -1%
Norges Bank
24
Norges Bank
Norway
$43.2M +$2.11M +29,638 +5%
BG
25
BlackRock Group
United Kingdom
$39.9M +$249K +3,485 +0.7%

MAA Hedge Fund Activity: Q4 2014 in Review

286 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2014, worth a combined $5.38B — up 13% from $4.75B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MAA positions and 27 closed out — a net gain of 4 holders — while 118 added to existing stakes and 96 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $33.8M. The largest seller was Fidelity Investments, cutting an estimated $129M.

  • 286 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2014, down from 287 in Q3 2014.
  • Funds reported $5.38B of Mid-America Apartment Communities stock for Q4 2014, up 13% quarter-over-quarter.
  • 31 funds opened new Mid-America Apartment Communities positions in Q4 2014 and 27 closed out, a net change of +4 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2014 was Goldman Sachs, an estimated $33.8M added.
  • The largest Mid-America Apartment Communities seller in Q4 2014 was Fidelity Investments, an estimated $129M sold.

Based on aggregated 13F filings for Q4 2014.