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Mid-America Apartment Communities

512 hedge funds and large institutions have $12.2B invested in Mid-America Apartment Communities in 2020 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 173 increasing their positions, 206 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more capital invested

Capital invested by funds: $11B → $12.2B (+$1.17B)

0% more funds holding in top 10

Funds holding in top 10: 1010 (0)

0.6% less ownership

Funds ownership: 93.37%92.78% (-0.6%)

8% less first-time investments, than exits

New positions opened: 59 | Existing positions closed: 64

2% less funds holding

Funds holding: 522512 (-10)

16% less repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 206

57% less call options, than puts

Call options by funds: $20.7M | Put options by funds: $48M

Holders
512
Holders Change
-10
Holders Change %
-1.92%
% of All Funds
10.5%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.21%
New
59
Increased
173
Reduced
206
Closed
64
Calls
$20.7M
Puts
$48M
Net Calls
-$27.3M
Net Calls Change
-$30.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.17B -$65.4M -580,846 -3%
BlackRock
2
BlackRock
New York
$1.34B -$18.5M -163,894 -1%
State Street
3
State Street
Massachusetts
$848M -$33.2M -294,804 -4%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$545M +$129M +1,144,403 +32%
AAMU
5
APG Asset Management US
New York
$385M -$23.7M -210,000 -6%
JP Morgan Chase
6
JP Morgan Chase
New York
$334M +$15.6M +138,171 +5%
AllianceBernstein
7
AllianceBernstein
Tennessee
$306M -$70.5M -626,310 -19%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$266M -$1.88M -16,736 -0.7%
Deutsche Bank
9
Deutsche Bank
Germany
$218M +$28.8M +255,472 +16%
Northern Trust
10
Northern Trust
Illinois
$214M -$1.32M -11,683 -0.6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$209M +$12.2M +108,439 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$201M +$2.4M +21,318 +1%
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$194M -$8.7M -77,240 -4%
N
14
Nuveen
North Carolina
$187M +$35.6M +316,008 +24%
Wells Fargo
15
Wells Fargo
California
$169M -$12.5M -111,044 -7%
Legal & General Group
16
Legal & General Group
United Kingdom
$168M +$2.01M +17,810 +1%
CIM
17
Centersquare Investment Management
Pennsylvania
$164M +$115M +1,020,125 +246%
Norges Bank
18
Norges Bank
Norway
$138M +$6.28M +55,731 +5%
Charles Schwab
19
Charles Schwab
California
$125M -$56.6M -502,303 -32%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$122M -$1.83M -16,279 -2%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$110M -$133K -1,181 -0.1%
UBS AM
22
UBS AM
Illinois
$103M -$763K -6,772 -0.7%
BC
23
Brookfield Corp
Ontario, Canada
$103M +$101M +897,304 New
LPC
24
Long Pond Capital
New York
$102M +$94.8M +841,768 +1,871%
ZP
25
Zimmer Partners
New York
$97.5M +$64.8M +575,000 +209%

MAA Hedge Fund Activity: Q2 2020 in Review

512 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q2 2020, worth a combined $12.2B — up 11% from $11B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of MAA and 59 opened new positions — a net loss of 5 holders — while 206 trimmed existing stakes and 173 added.

The largest buyer was Fidelity Investments, adding an estimated $129M. The largest seller was Invesco, cutting an estimated $271M.

  • 512 institutional investors held Mid-America Apartment Communities (MAA) as of Q2 2020, down from 522 in Q1 2020.
  • Funds reported $12.2B of Mid-America Apartment Communities stock for Q2 2020, up 11% quarter-over-quarter.
  • 59 funds opened new Mid-America Apartment Communities positions in Q2 2020 and 64 closed out, a net change of -5 holders.
  • The largest Mid-America Apartment Communities buyer in Q2 2020 was Fidelity Investments, an estimated $129M added.
  • The largest Mid-America Apartment Communities seller in Q2 2020 was Invesco, an estimated $271M sold.

Based on aggregated 13F filings for Q2 2020.