We are live on ! Find out more
MGP

MGM Growth Properties LLC Class A common shares representing limited liability company interests

Delisted

MGP was delisted on the 28th of April, 2022.

176 hedge funds and large institutions have $2.9B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 86 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 35

104% more call options, than puts

Call options by funds: $1.51M | Put options by funds: $739K

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

54% more capital invested

Capital invested by funds: $1.88B → $2.9B (+$1.02B)

8% more funds holding

Funds holding: 163176 (+13)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% of All Funds
3.81%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
86
Reduced
35
Closed
23
Calls
$1.51M
Puts
$739K
Net Calls
+$768K
Net Calls Change
+$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
26
Russell Investments Group
United Kingdom
$25.8M +$23M +762,363 +1,952%
BlackRock
27
BlackRock
New York
$24.9M +$13.1M +432,323 +128%
Renaissance Technologies
28
Renaissance Technologies
New York
$21.4M +$4.46M +147,500 +29%
CC
29
Carlson Capital
Texas
$21.2M +$19.8M +656,159 New
Wells Fargo
30
Wells Fargo
California
$19.7M +$692K +22,899 +4%
Bank of America
31
Bank of America
North Carolina
$19.5M +$3.3M +109,047 +22%
Allianz Asset Management
32
Allianz Asset Management
Germany
$17.2M +$1.27M +42,100 +9%
NIMC
33
NWQ Investment Management Company
California
$16.2M -$1.22M -40,400 -7%
FNF
34
Fidelity National Financial
Florida
$16.1M
HS
35
Hazelview Securities
Ontario, Canada
$15.9M +$10.5M +345,988 +234%
Two Sigma Investments
36
Two Sigma Investments
New York
$15M +$14.1M +465,290 New
Morgan Stanley
37
Morgan Stanley
New York
$14.9M +$5.48M +181,189 +65%
LOAMS
38
Lombard Odier Asset Management (Switzerland)
Switzerland
$13.7M -$2.87M -95,000 -18%
Natixis Advisors
39
Natixis Advisors
Massachusetts
$12.8M +$1.41M +46,518 +13%
VCM
40
V3 Capital Management
Texas
$12.6M +$11.8M +390,500 New
LBIM
41
Land & Buildings Investment Management
Connecticut
$12.4M +$11.6M +383,600 New
DDPIC
42
Deroy & Devereaux Private Investment Counsel
Michigan
$11.3M +$7.96M +263,202 +302%
Goldman Sachs
43
Goldman Sachs
New York
$11.1M +$4.84M +160,238 +87%
GC
44
Guggenheim Capital
Illinois
$10.8M +$145K +4,786 +1%
Aberdeen Group
45
Aberdeen Group
United Kingdom
$10.5M +$9.85M +325,774 New
Franklin Resources
46
Franklin Resources
California
$8.95M -$109K -3,600 -1%
Caisse de Depot et Placement du Quebec (CDPQ)
47
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$8.79M +$5.28M +174,700 +178%
Macquarie Group
48
Macquarie Group
Australia
$8.74M +$2.12M +69,998 +35%
BCM
49
BlueMar Capital Management
Florida
$8.41M -$660K -21,851 -8%
Two Sigma Advisers
50
Two Sigma Advisers
New York
$7.77M +$734K +24,301 +11%

MGP Hedge Fund Activity: Q1 2019 in Review

176 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) for Q1 2019, worth a combined $2.9B — up 54% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MGP positions and 23 closed out — a net gain of 13 holders — while 86 added to existing stakes and 35 trimmed.

The largest buyer was Deutsche Bank, adding an estimated $116M. The largest seller was Capital Growth Management, exiting entirely with an estimated $35M sold.

  • 176 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q1 2019, up from 163 in Q4 2018.
  • Funds reported $2.9B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q1 2019, up 54% quarter-over-quarter.
  • 36 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q1 2019 and 23 closed out, a net change of +13 holders.
  • The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q1 2019 was Deutsche Bank, an estimated $116M added.
  • The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q1 2019 was Capital Growth Management, an estimated $35M sold.

Based on aggregated 13F filings for Q1 2019.