MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
246 hedge funds and large institutions have $3.77B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2020 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 95 increasing their positions, 81 reducing their positions, and 19 closing their positions.
292% more call options, than puts
Call options by funds: $6.49M | Put options by funds: $1.66M
105% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 19
17% more repeat investments, than reductions
Existing positions increased: 95 | Existing positions reduced: 81
9% more capital invested
Capital invested by funds: $3.45B → $3.77B (+$324M)
8% more funds holding
Funds holding: 228 → 246 (+18)
55% less funds holding in top 10
Funds holding in top 10: 11 → 5 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$210M |
| 2 |
JP Morgan Chase
New York
|
+$32.9M |
| 3 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
+$31.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$28.9M |
| 5 |
Two Sigma Investments
New York
|
+$15.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
-$142M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$88.9M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$57.6M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$43.5M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$36.5M |
MGP Hedge Fund Activity: Q4 2020 in Review
246 of the 5,651 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 Q4 2020, worth a combined $3.77B — up 9.4% from $3.45B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MGP positions and 19 closed out — a net gain of 20 holders — while 95 added to existing stakes and 81 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $210M. The largest seller was Janus Henderson Group, cutting an estimated $142M.
- 246 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q4 2020, up from 228 in Q3 2020.
- Funds reported $3.77B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q4 2020, up 9.4% quarter-over-quarter.
- 39 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q4 2020 and 19 closed out, a net change of +20 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q4 2020 was Capital Research Global Investors, an estimated $210M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q4 2020 was Janus Henderson Group, an estimated $142M sold.
Based on aggregated 13F filings for Q4 2020.