Gaming and Leisure Properties
GLPI
408 hedge funds and large institutions have $10.3B invested in Gaming and Leisure Properties in 2022 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 172 increasing their positions, 117 reducing their positions, and 51 closing their positions.
138% more call options, than puts
Call options by funds: $27.3M | Put options by funds: $11.5M
47% more repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 117
3% less capital invested
Capital invested by funds: $10.6B → $10.3B (-$291M)
4% less first-time investments, than exits
New positions opened: 49 | Existing positions closed: 51
1% less funds holding
Funds holding: 413 → 408 (-5)
2.6% less ownership
Funds ownership: 91.37% → 88.77% (-2.6%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$192M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.9M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$30.1M |
| 5 |
State Street
Boston,
Massachusetts
|
+$29.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$140M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$113M |
| 3 |
WCP
Waterfront Capital Partners
New York
|
-$88.6M |
| 4 |
LPC
Long Pond Capital
New York
|
-$37.4M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$25.8M |
GLPI Hedge Fund Activity: Q1 2022 in Review
408 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Gaming and Leisure Properties (GLPI) for Q1 2022, worth a combined $10.3B — down 2.7% from $10.6B a quarter earlier.
Sellers outnumbered buyers: 51 funds closed out of GLPI and 49 opened new positions — a net loss of 2 holders — while 117 trimmed existing stakes and 172 added.
The largest buyer was Allspring Global Investments, adding an estimated $192M. The largest seller was Capital World Investors, cutting an estimated $140M.
- 408 institutional investors held Gaming and Leisure Properties (GLPI) as of Q1 2022, down from 413 in Q4 2021.
- Funds reported $10.3B of Gaming and Leisure Properties stock for Q1 2022, down 2.7% quarter-over-quarter.
- 49 funds opened new Gaming and Leisure Properties positions in Q1 2022 and 51 closed out, a net change of -2 holders.
- The largest Gaming and Leisure Properties buyer in Q1 2022 was Allspring Global Investments, an estimated $192M added.
- The largest Gaming and Leisure Properties seller in Q1 2022 was Capital World Investors, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2022.