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Mid-America Apartment Communities

531 hedge funds and large institutions have $14B invested in Mid-America Apartment Communities in 2019 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 195 increasing their positions, 166 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 34

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 166

14% more call options, than puts

Call options by funds: $38M | Put options by funds: $33.2M

9% more funds holding

Funds holding: 488531 (+43)

1% more capital invested

Capital invested by funds: $13.9B → $14B (+$94M)

0.69% less ownership

Funds ownership: 93.85%93.16% (-0.69%)

Holders
531
Holders Change
+43
Holders Change %
+8.81%
% of All Funds
10.46%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
89
Increased
195
Reduced
166
Closed
34
Calls
$38M
Puts
$33.2M
Net Calls
+$4.79M
Net Calls Change
+$6.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.56B +$31.2M +232,953 +1%
BlackRock
2
BlackRock
New York
$1.6B +$143M +1,065,896 +10%
State Street
3
State Street
Massachusetts
$1.01B -$67.2M -502,224 -6%
AllianceBernstein
4
AllianceBernstein
Tennessee
$490M -$50.7M -379,026 -9%
Invesco
5
Invesco
Georgia
$455M +$29.7M +222,181 +7%
AAMU
6
APG Asset Management US
New York
$437M +$26M +194,600 +6%
JP Morgan Chase
7
JP Morgan Chase
New York
$361M -$197M -1,473,433 -35%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$308M +$19.6M +146,484 +7%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$262M +$20M +149,423 +8%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$244M +$19.4M +144,831 +8%
Northern Trust
11
Northern Trust
Illinois
$235M +$8.7M +65,048 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$229M -$1.52M -11,379 -0.7%
Deutsche Bank
13
Deutsche Bank
Germany
$224M -$3.42M -25,590 -1%
Wells Fargo
14
Wells Fargo
California
$215M +$10.2M +76,049 +5%
Charles Schwab
15
Charles Schwab
California
$197M +$6.73M +50,276 +3%
Legal & General Group
16
Legal & General Group
United Kingdom
$178M +$3.87M +28,888 +2%
N
17
Nuveen
North Carolina
$176M -$26.8M -199,984 -13%
Norges Bank
18
Norges Bank
Norway
$149M +$1.99M +14,907 +1%
Janus Henderson Group
19
Janus Henderson Group
United Kingdom
$144M +$736K +5,499 +0.5%
Morgan Stanley
20
Morgan Stanley
New York
$142M -$5.08M -37,958 -3%
CIM
21
Centersquare Investment Management
Pennsylvania
$141M +$43.7M +326,624 +44%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$129M -$20.7M -154,337 -14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$128M -$25.7M -191,733 -16%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$125M +$823K +6,152 +0.7%
BPSG
25
Brookfield Public Securities Group
New York
$119M -$69M -515,992 -36%

MAA Hedge Fund Activity: Q4 2019 in Review

531 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2019, worth a combined $14B — up 0.68% from $13.9B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new MAA positions and 34 closed out — a net gain of 55 holders — while 195 added to existing stakes and 166 trimmed.

The largest buyer was BlackRock, adding an estimated $143M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 531 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2019, up from 488 in Q3 2019.
  • Funds reported $14B of Mid-America Apartment Communities stock for Q4 2019, up 0.68% quarter-over-quarter.
  • 89 funds opened new Mid-America Apartment Communities positions in Q4 2019 and 34 closed out, a net change of +55 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2019 was BlackRock, an estimated $143M added.
  • The largest Mid-America Apartment Communities seller in Q4 2019 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2019.