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Mid-America Apartment Communities

304 hedge funds and large institutions have $5.48B invested in Mid-America Apartment Communities in 2015 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 117 increasing their positions, 108 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 23

6% more funds holding

Funds holding: 286304 (+18)

8% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 108

2% more capital invested

Capital invested by funds: $5.38B → $5.48B (+$100M)

0% less call options, than puts

Call options by funds: $7.44M | Put options by funds: $7.47M

1.48% less ownership

Funds ownership: 95.76%94.28% (-1.5%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
304
Holders Change
+18
Holders Change %
+6.29%
% of All Funds
8.1%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
44
Increased
117
Reduced
108
Closed
23
Calls
$7.44M
Puts
$7.47M
Net Calls
-$27K
Net Calls Change
-$187K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$826M +$27.8M +362,541 +4%
Invesco
2
Invesco
Georgia
$543M +$8.68M +113,123 +2%
JP Morgan Chase
3
JP Morgan Chase
New York
$295M -$79.3M -1,033,299 -21%
SAMC
4
Shinko Asset Management Company
Japan
$256M +$134K +1,750 +0.1%
BIT
5
BlackRock Institutional Trust
California
$244M -$816K -10,635 -0.3%
BFA
6
BlackRock Fund Advisors
California
$229M +$8.42M +109,792 +4%
Morgan Stanley
7
Morgan Stanley
New York
$207M +$6.32M +82,331 +3%
Goldman Sachs
8
Goldman Sachs
New York
$186M +$78.8M +1,026,498 +74%
State Street
9
State Street
Massachusetts
$166M +$5.44M +70,964 +3%
BC
10
Brookfield Corp
Ontario, Canada
$157M +$18.6M +242,949 +14%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$141M -$9.04M -117,886 -6%
O
12
OppenheimerFunds
New York
$91M +$19.6M +255,984 +28%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$81.9M +$386K +5,035 +0.5%
AAMU
14
APG Asset Management US
New York
$78.9M -$9.05M -118,000 -10%
AllianceBernstein
15
AllianceBernstein
Tennessee
$76.4M +$520K +6,774 +0.7%
Cohen & Steers
16
Cohen & Steers
New York
$74.5M +$74M +964,338 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$71.4M -$229K -2,991 -0.3%
Northern Trust
18
Northern Trust
Illinois
$70.2M +$5.02M +65,373 +8%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$67.5M -$54.4M -708,904 -45%
N
20
Nuveen
North Carolina
$50.7M -$64.6M -841,993 -56%
Norges Bank
21
Norges Bank
Norway
$47.8M +$3.04M +39,558 +7%
Fisher Asset Management
22
Fisher Asset Management
Washington
$45.1M -$399K -5,196 -0.9%
SAM
23
Silvercrest Asset Management
New York
$43.7M -$63.2M -823,408 -59%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$43.6M +$11.6M +151,342 +36%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$41.3M +$3.24M +42,228 +9%

MAA Hedge Fund Activity: Q1 2015 in Review

304 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q1 2015, worth a combined $5.48B — up 1.9% from $5.38B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MAA positions and 23 closed out — a net gain of 21 holders — while 117 added to existing stakes and 108 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $78.8M. The largest seller was JP Morgan Chase, cutting an estimated $79.3M.

  • 304 institutional investors held Mid-America Apartment Communities (MAA) as of Q1 2015, up from 286 in Q4 2014.
  • Funds reported $5.48B of Mid-America Apartment Communities stock for Q1 2015, up 1.9% quarter-over-quarter.
  • 44 funds opened new Mid-America Apartment Communities positions in Q1 2015 and 23 closed out, a net change of +21 holders.
  • The largest Mid-America Apartment Communities buyer in Q1 2015 was Goldman Sachs, an estimated $78.8M added.
  • The largest Mid-America Apartment Communities seller in Q1 2015 was JP Morgan Chase, an estimated $79.3M sold.

Based on aggregated 13F filings for Q1 2015.