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Mid-America Apartment Communities

577 hedge funds and large institutions have $19.9B invested in Mid-America Apartment Communities in 2021 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 196 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 32

75% more funds holding in top 10

Funds holding in top 10: 814 (+6)

31% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $51.7M

10% more capital invested

Capital invested by funds: $18B → $19.9B (+$1.88B)

8% more funds holding

Funds holding: 533577 (+44)

4% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 188

1.59% less ownership

Funds ownership: 93.45%91.85% (-1.6%)

Holders
577
Holders Change
+44
Holders Change %
+8.26%
% of All Funds
10.1%
Holding in Top 10
14
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+75%
% of All Funds
0.25%
New
84
Increased
196
Reduced
188
Closed
32
Calls
$67.8M
Puts
$51.7M
Net Calls
+$16.1M
Net Calls Change
+$14.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.46B +$15.7M +83,845 +0.5%
BlackRock
2
BlackRock
New York
$2.2B +$78M +415,477 +4%
State Street
3
State Street
Massachusetts
$1.27B +$38.8M +206,694 +3%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.2B -$82.5M -439,473 -6%
AAMU
5
APG Asset Management US
New York
$675M -$63.2M -337,000 -9%
JP Morgan Chase
6
JP Morgan Chase
New York
$600M -$203M -1,082,920 -25%
Capital World Investors
7
Capital World Investors
California
$589M -$1.01M -5,391 -0.2%
Blackstone Inc
8
Blackstone Inc
New York
$575M +$187M +994,000 +48%
Invesco
9
Invesco
Georgia
$571M -$11.1M -59,395 -2%
Norges Bank
10
Norges Bank
Norway
$534M +$30.8M +164,386 +6%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$453M +$16.2M +86,138 +4%
Northern Trust
12
Northern Trust
Illinois
$379M +$10.8M +57,314 +3%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$336M -$2.5M -13,347 -0.7%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$313M -$19.5M -104,097 -6%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$308M +$4.38M +23,361 +1%
Legal & General Group
16
Legal & General Group
United Kingdom
$294M +$7.83M +41,732 +3%
Deutsche Bank
17
Deutsche Bank
Germany
$278M +$24.4M +130,142 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$272M -$37M -196,986 -12%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$266M +$10.5M +56,037 +4%
Charles Schwab
20
Charles Schwab
California
$205M -$1.89M -10,073 -0.9%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$193M +$272K +1,447 +0.1%
N
22
Nuveen
North Carolina
$180M +$18.1M +96,688 +11%
UBS AM
23
UBS AM
Illinois
$166M +$7.85M +41,838 +5%
EVM
24
Eaton Vance Management
Massachusetts
$147M -$4.01M -21,361 -3%
DPIM
25
Duff & Phelps Investment Management
Illinois
$134M +$13.7M +73,080 +11%

MAA Hedge Fund Activity: Q3 2021 in Review

577 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q3 2021, worth a combined $19.9B — up 10% from $18B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new MAA positions and 32 closed out — a net gain of 52 holders — while 196 added to existing stakes and 188 trimmed.

The largest buyer was Blackstone Inc, adding an estimated $187M. The largest seller was JP Morgan Chase, cutting an estimated $203M.

  • 577 institutional investors held Mid-America Apartment Communities (MAA) as of Q3 2021, up from 533 in Q2 2021.
  • Funds reported $19.9B of Mid-America Apartment Communities stock for Q3 2021, up 10% quarter-over-quarter.
  • 84 funds opened new Mid-America Apartment Communities positions in Q3 2021 and 32 closed out, a net change of +52 holders.
  • The largest Mid-America Apartment Communities buyer in Q3 2021 was Blackstone Inc, an estimated $187M added.
  • The largest Mid-America Apartment Communities seller in Q3 2021 was JP Morgan Chase, an estimated $203M sold.

Based on aggregated 13F filings for Q3 2021.