MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
161 hedge funds and large institutions have $2.03B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2018 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 66 increasing their positions, 53 reducing their positions, and 18 closing their positions.
83% more call options, than puts
Call options by funds: $1.6M | Put options by funds: $870K
25% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 53
2% less funds holding
Funds holding: 165 → 161 (-4)
9% less capital invested
Capital invested by funds: $2.24B → $2.03B (-$203M)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$90M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
+$21M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$16M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$13.2M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$80M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$64.3M |
| 3 |
TA
Teachers Advisors
New York
|
-$42.7M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$33.3M |
| 5 |
CIM
Chiron Investment Management
New York
|
-$32M |
MGP Hedge Fund Activity: Q3 2018 in Review
161 of the 4,374 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 Q3 2018, worth a combined $2.03B — down 9.1% from $2.24B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of MGP and 14 opened new positions — a net loss of 4 holders — while 53 trimmed existing stakes and 66 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $90M. The largest seller was Deutsche Bank, cutting an estimated $80M.
- 161 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q3 2018, down from 165 in Q2 2018.
- Funds reported $2.03B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q3 2018, down 9.1% quarter-over-quarter.
- 14 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q3 2018 and 18 closed out, a net change of -4 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q3 2018 was Barrow, Hanley, Mewhinney & Strauss, an estimated $90M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q3 2018 was Deutsche Bank, an estimated $80M sold.
Based on aggregated 13F filings for Q3 2018.