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Mid-America Apartment Communities

443 hedge funds and large institutions have $10.8B invested in Mid-America Apartment Communities in 2017 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 158 increasing their positions, 156 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 38

6% more funds holding

Funds holding: 418443 (+25)

2.35% more ownership

Funds ownership: 92.37%94.72% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 158 | Existing positions reduced: 156

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $11.2B → $10.8B (-$392M)

13% less call options, than puts

Call options by funds: $16M | Put options by funds: $18.5M

Holders
443
Holders Change
+25
Holders Change %
+5.98%
% of All Funds
10.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
68
Increased
158
Reduced
156
Closed
38
Calls
$16M
Puts
$18.5M
Net Calls
-$2.44M
Net Calls Change
-$7.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.04B +$15M +144,052 +0.7%
BlackRock
2
BlackRock
New York
$1.11B +$45.7M +440,089 +4%
State Street
3
State Street
Massachusetts
$650M +$7.92M +76,325 +1%
Cohen & Steers
4
Cohen & Steers
New York
$487M +$293M +2,818,802 +139%
AllianceBernstein
5
AllianceBernstein
Tennessee
$313M +$5.25M +50,626 +2%
AAMU
6
APG Asset Management US
New York
$297M
JP Morgan Chase
7
JP Morgan Chase
New York
$296M +$8.22M +79,233 +3%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$277M +$204M +1,961,027 +246%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$243M -$69M -664,889 -22%
Renaissance Technologies
10
Renaissance Technologies
New York
$213M -$2.85M -27,500 -1%
O
11
OppenheimerFunds
New York
$188M +$990K +9,541 +0.5%
Northern Trust
12
Northern Trust
Illinois
$184M +$2.5M +24,104 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$174M -$27.6M -266,078 -13%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$169M +$4.9M +47,183 +3%
Invesco
15
Invesco
Georgia
$165M +$9.16M +88,227 +6%
Goldman Sachs
16
Goldman Sachs
New York
$165M -$169M -1,631,856 -50%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$159M +$8.64M +83,258 +6%
BC
18
Brookfield Corp
Ontario, Canada
$156M +$161M +1,552,278 New
Wells Fargo
19
Wells Fargo
California
$145M +$9.87M +95,097 +7%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$144M +$8.35M +80,407 +6%
Charles Schwab
21
Charles Schwab
California
$114M +$4.42M +42,589 +4%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$109M +$28.8M +277,765 +35%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$109M -$455K -4,380 -0.4%
Morgan Stanley
24
Morgan Stanley
New York
$107M -$17.4M -167,515 -14%
Norges Bank
25
Norges Bank
Norway
$105M

MAA Hedge Fund Activity: Q4 2017 in Review

443 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2017, worth a combined $10.8B — down 3.5% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new MAA positions and 38 closed out — a net gain of 30 holders — while 158 added to existing stakes and 156 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $293M. The largest seller was Goldman Sachs, cutting an estimated $169M.

  • 443 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2017, up from 418 in Q3 2017.
  • Funds reported $10.8B of Mid-America Apartment Communities stock for Q4 2017, down 3.5% quarter-over-quarter.
  • 68 funds opened new Mid-America Apartment Communities positions in Q4 2017 and 38 closed out, a net change of +30 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2017 was Cohen & Steers, an estimated $293M added.
  • The largest Mid-America Apartment Communities seller in Q4 2017 was Goldman Sachs, an estimated $169M sold.

Based on aggregated 13F filings for Q4 2017.