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Mid-America Apartment Communities

463 hedge funds and large institutions have $10.2B invested in Mid-America Apartment Communities in 2018 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 152 increasing their positions, 173 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 56

1% more funds holding

Funds holding: 459463 (+4)

0.44% more ownership

Funds ownership: 93.64%94.08% (+0.44%)

5% less capital invested

Capital invested by funds: $10.7B → $10.2B (-$511M)

12% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 173

51% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $15.7M

Holders
463
Holders Change
+4
Holders Change %
+0.87%
% of All Funds
10.32%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
63
Increased
152
Reduced
173
Closed
56
Calls
$7.77M
Puts
$15.7M
Net Calls
-$7.97M
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.74B -$4.36M -43,996 -0.2%
BlackRock
2
BlackRock
New York
$1.09B +$23.7M +238,613 +2%
State Street
3
State Street
Massachusetts
$648M +$9.6M +96,845 +1%
JP Morgan Chase
4
JP Morgan Chase
New York
$529M +$46.3M +466,738 +9%
Invesco
5
Invesco
Georgia
$444M -$43.6M -440,138 -9%
AllianceBernstein
6
AllianceBernstein
Tennessee
$431M +$98.8M +996,525 +28%
AAMU
7
APG Asset Management US
New York
$301M
BC
8
Brookfield Corp
Ontario, Canada
$278M +$23.9M +241,083 +9%
Deutsche Bank
9
Deutsche Bank
Germany
$215M -$30.4M -306,888 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$175M +$14.1M +142,096 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$167M +$3.51M +35,362 +2%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$166M -$2.34M -23,615 -1%
Northern Trust
13
Northern Trust
Illinois
$158M -$8.9M -89,791 -5%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$157M +$3.15M +31,770 +2%
Renaissance Technologies
15
Renaissance Technologies
New York
$141M +$3.55M +35,809 +2%
Wells Fargo
16
Wells Fargo
California
$139M -$4.82M -48,601 -3%
Morgan Stanley
17
Morgan Stanley
New York
$135M -$18.1M -182,683 -11%
Charles Schwab
18
Charles Schwab
California
$123M +$3.04M +30,628 +2%
Norges Bank
19
Norges Bank
Norway
$106M +$5.17M +52,139 +5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$102M -$3.9M -39,295 -4%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$101M -$560K -5,644 -0.5%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$96.6M -$40.1M -404,027 -29%
SI
23
Scout Investments
Missouri
$94.1M +$97.5M +983,617 New
Legal & General Group
24
Legal & General Group
United Kingdom
$82.4M +$2.23M +22,443 +3%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$77.7M +$29.2M +294,923 +57%

MAA Hedge Fund Activity: Q4 2018 in Review

463 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2018, worth a combined $10.2B — down 4.8% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new MAA positions and 56 closed out — a net gain of 7 holders — while 152 added to existing stakes and 173 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $98.8M. The largest seller was OppenheimerFunds, cutting an estimated $131M.

  • 463 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2018, up from 459 in Q3 2018.
  • Funds reported $10.2B of Mid-America Apartment Communities stock for Q4 2018, down 4.8% quarter-over-quarter.
  • 63 funds opened new Mid-America Apartment Communities positions in Q4 2018 and 56 closed out, a net change of +7 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2018 was AllianceBernstein, an estimated $98.8M added.
  • The largest Mid-America Apartment Communities seller in Q4 2018 was OppenheimerFunds, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2018.