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Mid-America Apartment Communities

487 hedge funds and large institutions have $11.6B invested in Mid-America Apartment Communities in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 157 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 37

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 157

15% more capital invested

Capital invested by funds: $10.2B → $11.6B (+$1.48B)

5% more funds holding

Funds holding: 463487 (+24)

3% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $19.9M

0.51% less ownership

Funds ownership: 94.08%93.57% (-0.51%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
487
Holders Change
+24
Holders Change %
+5.18%
% of All Funds
10.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
66
Increased
183
Reduced
157
Closed
37
Calls
$20.5M
Puts
$19.9M
Net Calls
+$593K
Net Calls Change
+$8.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.03B +$33.1M +321,887 +2%
BlackRock
2
BlackRock
New York
$1.23B -$13.3M -129,678 -1%
State Street
3
State Street
Massachusetts
$851M +$105M +1,018,643 +15%
JP Morgan Chase
4
JP Morgan Chase
New York
$535M -$65.9M -641,405 -12%
Invesco
5
Invesco
Georgia
$486M -$20.4M -198,711 -4%
AllianceBernstein
6
AllianceBernstein
Tennessee
$455M -$35.4M -343,868 -8%
AAMU
7
APG Asset Management US
New York
$302M -$39.5M -384,436 -12%
Deutsche Bank
8
Deutsche Bank
Germany
$244M -$824K -8,010 -0.4%
BC
9
Brookfield Corp
Ontario, Canada
$238M -$74.1M -721,166 -25%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$217M +$15.7M +152,718 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$193M +$2.12M +20,573 +1%
Massachusetts Financial Services
12
Massachusetts Financial Services
Massachusetts
$191M +$10.8M +105,043 +6%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$191M +$1.25M +12,200 +0.7%
Northern Trust
14
Northern Trust
Illinois
$178M -$3.05M -29,646 -2%
Renaissance Technologies
15
Renaissance Technologies
New York
$163M +$1.08M +10,540 +0.7%
Wells Fargo
16
Wells Fargo
California
$161M +$2.04M +19,837 +1%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$148M +$30.6M +297,563 +28%
Charles Schwab
18
Charles Schwab
California
$148M +$6.31M +61,411 +5%
Morgan Stanley
19
Morgan Stanley
New York
$130M -$22.8M -221,663 -16%
Janus Henderson Group
20
Janus Henderson Group
United Kingdom
$130M +$38.5M +374,503 +46%
Norges Bank
21
Norges Bank
Norway
$122M +$1.13M +10,992 +1%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$116M -$583K -5,671 -0.5%
Legal & General Group
23
Legal & General Group
United Kingdom
$110M +$14.5M +140,962 +16%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$76.3M +$13.6M +132,559 +23%
EVM
25
Eaton Vance Management
Massachusetts
$75.9M +$64.6M +628,496 +953%

MAA Hedge Fund Activity: Q1 2019 in Review

487 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q1 2019, worth a combined $11.6B — up 15% from $10.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MAA positions and 37 closed out — a net gain of 29 holders — while 183 added to existing stakes and 157 trimmed.

The largest buyer was State Street, adding an estimated $105M. The largest seller was CBRE Investment Management Listed Real Assets, exiting entirely with an estimated $96.6M sold.

  • 487 institutional investors held Mid-America Apartment Communities (MAA) as of Q1 2019, up from 463 in Q4 2018.
  • Funds reported $11.6B of Mid-America Apartment Communities stock for Q1 2019, up 15% quarter-over-quarter.
  • 66 funds opened new Mid-America Apartment Communities positions in Q1 2019 and 37 closed out, a net change of +29 holders.
  • The largest Mid-America Apartment Communities buyer in Q1 2019 was State Street, an estimated $105M added.
  • The largest Mid-America Apartment Communities seller in Q1 2019 was CBRE Investment Management Listed Real Assets, an estimated $96.6M sold.

Based on aggregated 13F filings for Q1 2019.