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Mid-America Apartment Communities

528 hedge funds and large institutions have $13.4B invested in Mid-America Apartment Communities in 2020 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 168 increasing their positions, 209 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 36

9% more capital invested

Capital invested by funds: $12.2B → $13.4B (+$1.14B)

5% more funds holding

Funds holding: 502528 (+26)

0.54% less ownership

Funds ownership: 92.47%91.93% (-0.54%)

20% less repeat investments, than reductions

Existing positions increased: 168 | Existing positions reduced: 209

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

41% less call options, than puts

Call options by funds: $17.4M | Put options by funds: $29.6M

Holders
528
Holders Change
+26
Holders Change %
+5.18%
% of All Funds
9.34%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.12%
New
66
Increased
168
Reduced
209
Closed
36
Calls
$17.4M
Puts
$29.6M
Net Calls
-$12.2M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.3B -$28.5M -230,773 -1%
BlackRock
2
BlackRock
New York
$1.43B -$68M -550,994 -5%
State Street
3
State Street
Massachusetts
$833M -$20.3M -164,328 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$704M +$73.7M +597,375 +12%
AAMU
5
APG Asset Management US
New York
$517M +$89.8M +728,000 +22%
JP Morgan Chase
6
JP Morgan Chase
New York
$435M +$6.26M +50,714 +1%
AllianceBernstein
7
AllianceBernstein
Tennessee
$290M -$28.6M -232,041 -9%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$287M -$14.8M -120,134 -5%
Northern Trust
9
Northern Trust
Illinois
$280M +$44.3M +358,891 +19%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$252M +$3.91M +31,723 +2%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$239M +$2.53M +20,521 +1%
Capital World Investors
12
Capital World Investors
California
$237M +$231M +1,874,040 New
Massachusetts Financial Services
13
Massachusetts Financial Services
Massachusetts
$216M -$8.76M -70,989 -4%
CIM
14
Centersquare Investment Management
Pennsylvania
$198M -$49.2M -398,980 -20%
Legal & General Group
15
Legal & General Group
United Kingdom
$196M +$5.48M +44,406 +3%
Wells Fargo
16
Wells Fargo
California
$189M +$2.02M +16,406 +1%
N
17
Nuveen
North Carolina
$164M -$44.2M -358,552 -22%
Norges Bank
18
Norges Bank
Norway
$154M
Charles Schwab
19
Charles Schwab
California
$149M +$4.72M +38,276 +3%
Deutsche Bank
20
Deutsche Bank
Germany
$138M -$26.2M -212,723 -16%
Canada Pension Plan Investment Board
21
Canada Pension Plan Investment Board
Ontario, Canada
$138M +$14M +113,771 +12%
UBS AM
22
UBS AM
Illinois
$131M +$9.83M +79,686 +8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$130M -$2.04M -16,512 -2%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$117M -$3.56M -28,828 -3%
BC
25
Brookfield Corp
Ontario, Canada
$102M -$4.37M -35,413 -4%

MAA Hedge Fund Activity: Q4 2020 in Review

528 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2020, worth a combined $13.4B — up 9.3% from $12.2B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MAA positions and 36 closed out — a net gain of 30 holders — while 168 added to existing stakes and 209 trimmed.

The largest buyer was Capital World Investors, opening a new position worth an estimated $231M. The largest seller was Zimmer Partners, exiting entirely with an estimated $96.2M sold.

  • 528 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2020, up from 502 in Q3 2020.
  • Funds reported $13.4B of Mid-America Apartment Communities stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 66 funds opened new Mid-America Apartment Communities positions in Q4 2020 and 36 closed out, a net change of +30 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2020 was Capital World Investors, an estimated $231M added.
  • The largest Mid-America Apartment Communities seller in Q4 2020 was Zimmer Partners, an estimated $96.2M sold.

Based on aggregated 13F filings for Q4 2020.