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Mid-America Apartment Communities

459 hedge funds and large institutions have $10.7B invested in Mid-America Apartment Communities in 2018 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 151 increasing their positions, 179 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 43

0% more funds holding

Funds holding: 458459 (+1)

0.51% less ownership

Funds ownership: 94.15%93.64% (-0.51%)

1% less capital invested

Capital invested by funds: $10.8B → $10.7B (-$110M)

16% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 179

21% less call options, than puts

Call options by funds: $17.5M | Put options by funds: $22.2M

Holders
459
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
10.49%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
48
Increased
151
Reduced
179
Closed
43
Calls
$17.5M
Puts
$22.2M
Net Calls
-$4.74M
Net Calls Change
+$2.88M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.83B -$2.14M -21,103 -0.1%
BlackRock
2
BlackRock
New York
$1.11B +$9.68M +95,675 +0.9%
State Street
3
State Street
Massachusetts
$668M +$19.7M +194,239 +3%
Invesco
4
Invesco
Georgia
$509M +$132M +1,308,026 +35%
JP Morgan Chase
5
JP Morgan Chase
New York
$507M -$3.25M -32,169 -0.6%
AllianceBernstein
6
AllianceBernstein
Tennessee
$351M -$1.4M -13,834 -0.4%
AAMU
7
APG Asset Management US
New York
$315M +$1.21M +11,936 +0.4%
BC
8
Brookfield Corp
Ontario, Canada
$267M -$18.9M -186,700 -7%
Deutsche Bank
9
Deutsche Bank
Germany
$255M +$34.1M +337,452 +15%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$176M -$787K -7,775 -0.4%
Northern Trust
11
Northern Trust
Illinois
$175M -$10.1M -99,610 -5%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$171M -$157K -1,554 -0.1%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$169M +$11.3M +111,500 +7%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$162M +$13.3M +131,142 +9%
Morgan Stanley
15
Morgan Stanley
New York
$159M +$13.1M +129,006 +9%
O
16
OppenheimerFunds
New York
$154M -$99.4M -982,941 -39%
Wells Fargo
17
Wells Fargo
California
$151M +$3.29M +32,514 +2%
Renaissance Technologies
18
Renaissance Technologies
New York
$144M -$9.38M -92,700 -6%
CIMLRA
19
CBRE Investment Management Listed Real Assets
Pennsylvania
$142M -$26M -257,193 -15%
Goldman Sachs
20
Goldman Sachs
New York
$129M +$3.58M +35,369 +3%
Charles Schwab
21
Charles Schwab
California
$126M +$7.2M +71,119 +6%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$111M +$636K +6,288 +0.6%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$106M +$1.95M +19,268 +2%
Norges Bank
24
Norges Bank
Norway
$105M +$968K +9,570 +0.9%
Legal & General Group
25
Legal & General Group
United Kingdom
$84M +$371K +3,670 +0.4%

MAA Hedge Fund Activity: Q3 2018 in Review

459 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q3 2018, worth a combined $10.7B — down 1% from $10.8B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new MAA positions and 43 closed out — a net gain of 5 holders — while 151 added to existing stakes and 179 trimmed.

The largest buyer was Invesco, adding an estimated $132M. The largest seller was OppenheimerFunds, cutting an estimated $99.4M.

  • 459 institutional investors held Mid-America Apartment Communities (MAA) as of Q3 2018, up from 458 in Q2 2018.
  • Funds reported $10.7B of Mid-America Apartment Communities stock for Q3 2018, down 1% quarter-over-quarter.
  • 48 funds opened new Mid-America Apartment Communities positions in Q3 2018 and 43 closed out, a net change of +5 holders.
  • The largest Mid-America Apartment Communities buyer in Q3 2018 was Invesco, an estimated $132M added.
  • The largest Mid-America Apartment Communities seller in Q3 2018 was OppenheimerFunds, an estimated $99.4M sold.

Based on aggregated 13F filings for Q3 2018.