Gaming and Leisure Properties
GLPI
365 hedge funds and large institutions have $8.84B invested in Gaming and Leisure Properties in 2021 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 129 increasing their positions, 122 reducing their positions, and 51 closing their positions.
6% more repeat investments, than reductions
Existing positions increased: 129 | Existing positions reduced: 122
1% less funds holding
Funds holding: 368 → 365 (-3)
1% less capital invested
Capital invested by funds: $8.91B → $8.84B (-$74.1M)
2% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 51
1.74% less ownership
Funds ownership: 91.25% → 89.51% (-1.7%)
19% less call options, than puts
Call options by funds: $9.19M | Put options by funds: $11.4M
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$272M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$130M |
| 3 |
HVCM
HG Vora Capital Management
New York
|
+$74.1M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$51M |
| 5 |
GCM
Gates Capital Management
New York
|
+$43.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$129M |
| 2 |
LPC
Long Pond Capital
New York
|
-$101M |
| 3 |
ZP
Zimmer Partners
New York
|
-$91.5M |
| 4 |
Harris Associates
Chicago,
Illinois
|
-$64.8M |
| 5 |
Renaissance Technologies
New York
|
-$57.6M |
GLPI Hedge Fund Activity: Q1 2021 in Review
365 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Gaming and Leisure Properties (GLPI) for Q1 2021, worth a combined $8.84B — down 0.83% from $8.91B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of GLPI and 50 opened new positions — a net loss of 1 holder — while 122 trimmed existing stakes and 129 added.
The largest buyer was Capital International Investors, adding an estimated $272M. The largest seller was Deutsche Bank, cutting an estimated $129M.
- 365 institutional investors held Gaming and Leisure Properties (GLPI) as of Q1 2021, down from 368 in Q4 2020.
- Funds reported $8.84B of Gaming and Leisure Properties stock for Q1 2021, down 0.83% quarter-over-quarter.
- 50 funds opened new Gaming and Leisure Properties positions in Q1 2021 and 51 closed out, a net change of -1 holder.
- The largest Gaming and Leisure Properties buyer in Q1 2021 was Capital International Investors, an estimated $272M added.
- The largest Gaming and Leisure Properties seller in Q1 2021 was Deutsche Bank, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2021.