MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
218 hedge funds and large institutions have $3.38B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2020 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 82 increasing their positions, 62 reducing their positions, and 33 closing their positions.
52% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 33
32% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 62
14% more capital invested
Capital invested by funds: $2.96B → $3.38B (+$425M)
7% more funds holding
Funds holding: 203 → 218 (+15)
2% more call options, than puts
Call options by funds: $8.22M | Put options by funds: $8.07M
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$82.3M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$74.3M |
| 3 |
ESCM
Echo Street Capital Management
New York
|
+$59.2M |
| 4 |
Aberdeen Group
Edinburgh,
United Kingdom
|
+$52.8M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$34.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$167M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$66.2M |
| 3 |
HRCM
Hawk Ridge Capital Management
Los Angeles,
California
|
-$29.1M |
| 4 |
ZP
Zimmer Partners
New York
|
-$21.3M |
| 5 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
-$21.3M |
MGP Hedge Fund Activity: Q2 2020 in Review
218 of the 4,877 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 Q2 2020, worth a combined $3.38B — up 14% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new MGP positions and 33 closed out — a net gain of 17 holders — while 82 added to existing stakes and 62 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $82.3M. The largest seller was Capital Research Global Investors, cutting an estimated $167M.
- 218 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q2 2020, up from 203 in Q1 2020.
- Funds reported $3.38B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q2 2020, up 14% quarter-over-quarter.
- 50 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q2 2020 and 33 closed out, a net change of +17 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q2 2020 was Barrow, Hanley, Mewhinney & Strauss, an estimated $82.3M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q2 2020 was Capital Research Global Investors, an estimated $167M sold.
Based on aggregated 13F filings for Q2 2020.