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Mid-America Apartment Communities

352 hedge funds and large institutions have $7.43B invested in Mid-America Apartment Communities in 2016 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 112 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 40

27% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 112

3% more funds holding

Funds holding: 342352 (+10)

1.6% more ownership

Funds ownership: 95.84%97.44% (+1.6%)

2% more call options, than puts

Call options by funds: $11.8M | Put options by funds: $11.6M

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

10% less capital invested

Capital invested by funds: $8.29B → $7.43B (-$857M)

Holders
352
Holders Change
+10
Holders Change %
+2.92%
% of All Funds
9.38%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
52
Increased
142
Reduced
112
Closed
40
Calls
$11.8M
Puts
$11.6M
Net Calls
+$179K
Net Calls Change
-$2.89M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.15B +$43M +462,915 +4%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$442M +$12.6M +136,025 +3%
Invesco
3
Invesco
Georgia
$437M -$142M -1,527,194 -26%
BIT
4
BlackRock Institutional Trust
California
$383M -$3.79M -40,796 -1%
State Street
5
State Street
Massachusetts
$363M +$44.7M +481,915 +16%
Cohen & Steers
6
Cohen & Steers
New York
$356M +$155M +1,674,634 +93%
Goldman Sachs
7
Goldman Sachs
New York
$331M +$29.1M +314,024 +11%
SAMC
8
Shinko Asset Management Company
Japan
$329M -$56K -603 -0%
BFA
9
BlackRock Fund Advisors
California
$315M -$1.31M -14,109 -0.5%
Deutsche Bank
10
Deutsche Bank
Germany
$161M +$20.7M +223,586 +17%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$142M +$5.89M +63,445 +5%
Morgan Stanley
12
Morgan Stanley
New York
$115M -$7.74M -83,396 -7%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$98.4M +$1.35M +14,592 +2%
AllianceBernstein
14
AllianceBernstein
Tennessee
$97.4M -$2.24M -24,150 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$97.1M +$7.83M +84,405 +10%
AAMU
16
APG Asset Management US
New York
$96.7M -$1.4M -15,054 -2%
Northern Trust
17
Northern Trust
Illinois
$95.8M +$9.64M +103,828 +12%
JP Morgan Chase
18
JP Morgan Chase
New York
$85M -$6.1M -65,736 -7%
BG
19
BlackRock Group
United Kingdom
$84.1M +$17.8M +192,161 +30%
Renaissance Technologies
20
Renaissance Technologies
New York
$79.2M +$11.7M +125,638 +19%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$76.5M +$15.8M +170,547 +29%
Ameriprise
22
Ameriprise
Minnesota
$70.6M +$23.4M +252,657 +58%
Principal Financial Group
23
Principal Financial Group
Iowa
$64.6M +$1.08M +11,589 +2%
Norges Bank
24
Norges Bank
Norway
$60.9M +$128K +1,379 +0.2%
Charles Schwab
25
Charles Schwab
California
$58M +$11M +118,778 +26%

MAA Hedge Fund Activity: Q1 2016 in Review

352 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q1 2016, worth a combined $7.43B — down 10% from $8.29B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MAA positions and 40 closed out — a net gain of 12 holders — while 142 added to existing stakes and 112 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $155M. The largest seller was Invesco, cutting an estimated $142M.

  • 352 institutional investors held Mid-America Apartment Communities (MAA) as of Q1 2016, up from 342 in Q4 2015.
  • Funds reported $7.43B of Mid-America Apartment Communities stock for Q1 2016, down 10% quarter-over-quarter.
  • 52 funds opened new Mid-America Apartment Communities positions in Q1 2016 and 40 closed out, a net change of +12 holders.
  • The largest Mid-America Apartment Communities buyer in Q1 2016 was Cohen & Steers, an estimated $155M added.
  • The largest Mid-America Apartment Communities seller in Q1 2016 was Invesco, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2016.