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Mid-America Apartment Communities

630 hedge funds and large institutions have $17.2B invested in Mid-America Apartment Communities in 2022 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 244 increasing their positions, 215 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 54

13% more repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 215

1.93% more ownership

Funds ownership: 94.35%96.28% (+1.9%)

2% more capital invested

Capital invested by funds: $16.9B → $17.2B (+$315M)

0% less funds holding

Funds holding: 631630 (-1)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

36% less call options, than puts

Call options by funds: $12.5M | Put options by funds: $19.6M

Holders
630
Holders Change
-1
Holders Change %
-0.16%
% of All Funds
10.13%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
66
Increased
244
Reduced
215
Closed
54
Calls
$12.5M
Puts
$19.6M
Net Calls
-$7.08M
Net Calls Change
+$5.02M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.01B +$13.8M +88,451 +0.5%
BlackRock
2
BlackRock
New York
$1.77B -$75.8M -486,620 -4%
Cohen & Steers
3
Cohen & Steers
New York
$1.54B +$610M +3,913,993 +66%
State Street
4
State Street
Massachusetts
$1.2B +$8.71M +55,940 +0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$740M -$39.3M -252,567 -5%
Norges Bank
6
Norges Bank
Norway
$543M +$43.8M +281,017 +9%
AAMU
7
APG Asset Management US
New York
$529M +$2.73M +17,506 +0.5%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$403M +$6.12M +39,290 +2%
JP Morgan Chase
9
JP Morgan Chase
New York
$360M -$38.1M -244,690 -10%
Morgan Stanley
10
Morgan Stanley
New York
$347M +$133M +856,331 +63%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$342M +$71.5M +459,097 +27%
Northern Trust
12
Northern Trust
Illinois
$271M -$2.78M -17,852 -1%
Deutsche Bank
13
Deutsche Bank
Germany
$267M -$12.2M -78,417 -4%
N
14
Nuveen
North Carolina
$246M +$39M +250,639 +19%
Legal & General Group
15
Legal & General Group
United Kingdom
$239M -$5.59M -35,864 -2%
Canada Pension Plan Investment Board
16
Canada Pension Plan Investment Board
Ontario, Canada
$221M -$1.57M -10,100 -0.7%
Invesco
17
Invesco
Georgia
$218M +$15.4M +99,063 +8%
Charles Schwab
18
Charles Schwab
California
$188M +$6.77M +43,449 +4%
Goldman Sachs
19
Goldman Sachs
New York
$187M -$8.52M -54,709 -4%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$161M +$4.32M +27,722 +3%
ZP
21
Zimmer Partners
New York
$153M -$27.3M -175,000 -15%
UBS AM
22
UBS AM
Illinois
$150M -$4.81M -30,899 -3%
CIM
23
Centersquare Investment Management
Pennsylvania
$148M -$2.93M -18,816 -2%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$145M +$31.7M +203,328 +28%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$143M -$5.99M -38,462 -4%

MAA Hedge Fund Activity: Q4 2022 in Review

630 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2022, worth a combined $17.2B — up 1.9% from $16.9B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MAA positions and 54 closed out — a net gain of 12 holders — while 244 added to existing stakes and 215 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $610M. The largest seller was Massachusetts Financial Services, cutting an estimated $77.8M.

  • 630 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2022, down from 631 in Q3 2022.
  • Funds reported $17.2B of Mid-America Apartment Communities stock for Q4 2022, up 1.9% quarter-over-quarter.
  • 66 funds opened new Mid-America Apartment Communities positions in Q4 2022 and 54 closed out, a net change of +12 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2022 was Cohen & Steers, an estimated $610M added.
  • The largest Mid-America Apartment Communities seller in Q4 2022 was Massachusetts Financial Services, an estimated $77.8M sold.

Based on aggregated 13F filings for Q4 2022.