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Mid-America Apartment Communities

664 hedge funds and large institutions have $15B invested in Mid-America Apartment Communities in 2023 Q4 according to their latest regulatory filings, with 99 funds opening new positions, 227 increasing their positions, 249 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 99 | Existing positions closed: 60

5% more funds holding

Funds holding: 631664 (+33)

4% more capital invested

Capital invested by funds: $14.4B → $15B (+$586M)

0.05% more ownership

Funds ownership: 95.72%95.77% (+0.05%)

9% less repeat investments, than reductions

Existing positions increased: 227 | Existing positions reduced: 249

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

52% less call options, than puts

Call options by funds: $35.7M | Put options by funds: $73.7M

Holders
664
Holders Change
+33
Holders Change %
+5.23%
% of All Funds
9.68%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
99
Increased
227
Reduced
249
Closed
60
Calls
$35.7M
Puts
$73.7M
Net Calls
-$38M
Net Calls Change
-$2.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.52B -$23.3M -183,034 -1%
BlackRock
2
BlackRock
New York
$1.65B +$45.9M +361,072 +3%
State Street
3
State Street
Massachusetts
$1.04B +$24.7M +194,531 +3%
Norges Bank
4
Norges Bank
Norway
$713M +$151M +1,190,258 +29%
Morgan Stanley
5
Morgan Stanley
New York
$693M +$357M +2,809,741 +120%
Cohen & Steers
6
Cohen & Steers
New York
$674M -$731M -5,752,207 -53%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$641M -$88M -692,444 -13%
AAMU
8
APG Asset Management US
New York
$395M -$6.16M -48,447 -2%
JP Morgan Chase
9
JP Morgan Chase
New York
$381M +$2.32M +18,276 +0.6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$378M +$7.47M +58,708 +2%
Blackstone Inc
11
Blackstone Inc
New York
$278M +$2.54M +20,000 +1%
Invesco
12
Invesco
Georgia
$249M +$108M +849,239 +85%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$223M +$136K +1,070 +0.1%
Legal & General Group
14
Legal & General Group
United Kingdom
$216M +$6.3M +49,557 +3%
Northern Trust
15
Northern Trust
Illinois
$197M -$33.3M -261,804 -15%
Daiwa Securities Group
16
Daiwa Securities Group
Japan
$196M -$128M -1,008,856 -41%
Massachusetts Financial Services
17
Massachusetts Financial Services
Massachusetts
$195M +$121M +949,171 +189%
Canada Pension Plan Investment Board
18
Canada Pension Plan Investment Board
Ontario, Canada
$191M -$1.84M -14,500 -1%
Charles Schwab
19
Charles Schwab
California
$173M +$4.52M +35,538 +3%
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$164M +$76.4M +600,547 +97%
Goldman Sachs
21
Goldman Sachs
New York
$148M -$25.5M -200,529 -15%
1832 Asset Management
22
1832 Asset Management
Ontario, Canada
$138M +$66.5M +522,851 +103%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$137M +$14.2M +112,019 +12%
UBS AM
24
UBS AM
Illinois
$130M -$11.7M -92,248 -9%
LPC
25
Long Pond Capital
New York
$115M +$109M +858,425 New

MAA Hedge Fund Activity: Q4 2023 in Review

664 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mid-America Apartment Communities (MAA) for Q4 2023, worth a combined $15B — up 4.1% from $14.4B a quarter earlier.

Buyers outnumbered sellers: 99 funds opened new MAA positions and 60 closed out — a net gain of 39 holders — while 227 added to existing stakes and 249 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $357M. The largest seller was Cohen & Steers, cutting an estimated $731M.

  • 664 institutional investors held Mid-America Apartment Communities (MAA) as of Q4 2023, up from 631 in Q3 2023.
  • Funds reported $15B of Mid-America Apartment Communities stock for Q4 2023, up 4.1% quarter-over-quarter.
  • 99 funds opened new Mid-America Apartment Communities positions in Q4 2023 and 60 closed out, a net change of +39 holders.
  • The largest Mid-America Apartment Communities buyer in Q4 2023 was Morgan Stanley, an estimated $357M added.
  • The largest Mid-America Apartment Communities seller in Q4 2023 was Cohen & Steers, an estimated $731M sold.

Based on aggregated 13F filings for Q4 2023.