Gaming and Leisure Properties
GLPI
283 hedge funds and large institutions have $7.22B invested in Gaming and Leisure Properties in 2017 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 90 reducing their positions, and 33 closing their positions.
730% more call options, than puts
Call options by funds: $64.9M | Put options by funds: $7.82M
27% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 90
23% more capital inflows, than outflows
Capital inflows: $873M | Capital outflows: $711M
15% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 33
1.84% more ownership
Funds ownership: 90.21% → 92.05% (+1.8%)
1% more funds holding
Funds holding: 279 → 283 (+4)
0% more funds holding in top 10
Funds holding in top 10: 10 → 10 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$128M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$120M |
| 3 |
Goldman Sachs
New York
|
+$98M |
| 4 |
Renaissance Technologies
New York
|
+$84.3M |
| 5 |
BlackRock
New York
|
+$38.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$86.5M |
| 2 |
Gates Capital Management
New York
|
-$53.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$40.8M |
| 4 |
JP Morgan Chase
New York
|
-$39.2M |
| 5 |
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$35.5M |
GLPI Hedge Fund Activity: Q2 2017 in Review
283 of the 4,023 institutional investors tracked by Wall St. Rank reported a position in Gaming and Leisure Properties (GLPI) for Q2 2017, worth a combined $7.22B — up 15% from $6.26B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new GLPI positions and 33 closed out — a net gain of 5 holders — while 114 added to existing stakes and 90 trimmed.
The largest buyer was Capital World Investors, adding an estimated $128M. The largest seller was Fidelity Investments, cutting an estimated $86.5M.
- 283 institutional investors held Gaming and Leisure Properties (GLPI) as of Q2 2017, up from 279 in Q1 2017.
- Funds reported $7.22B of Gaming and Leisure Properties stock for Q2 2017, up 15% quarter-over-quarter.
- 38 funds opened new Gaming and Leisure Properties positions in Q2 2017 and 33 closed out, a net change of +5 holders.
- The largest Gaming and Leisure Properties buyer in Q2 2017 was Capital World Investors, an estimated $128M added.
- The largest Gaming and Leisure Properties seller in Q2 2017 was Fidelity Investments, an estimated $86.5M sold.
Based on aggregated 13F filings for Q2 2017.