MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
268 hedge funds and large institutions have $5.29B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 122 increasing their positions, 70 reducing their positions, and 36 closing their positions.
74% more repeat investments, than reductions
Existing positions increased: 122 | Existing positions reduced: 70
71% more funds holding in top 10
Funds holding in top 10: 7 → 12 (+5)
15% more capital invested
Capital invested by funds: $4.61B → $5.29B (+$683M)
6% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 36
0% less funds holding
Funds holding: 269 → 268 (-1)
62% less call options, than puts
Call options by funds: $2.6M | Put options by funds: $6.83M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$65.7M |
| 2 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
+$45.9M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
+$44.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$42.3M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$60.4M |
| 2 |
KKRC
Kohlberg Kravis Roberts & Co
New York
|
-$47.6M |
| 3 |
VCM
V3 Capital Management
Dallas,
Texas
|
-$29.9M |
| 4 |
D.E. Shaw & Co
New York
|
-$18.5M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$16M |
MGP Hedge Fund Activity: Q2 2021 in Review
268 of the 5,745 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 2021, worth a combined $5.29B — up 15% from $4.61B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new MGP positions and 36 closed out — a net gain of 2 holders — while 122 added to existing stakes and 70 trimmed.
The largest buyer was Centersquare Investment Management, opening a new position worth an estimated $65.7M. The largest seller was Millennium Management, cutting an estimated $60.4M.
- 268 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q2 2021, down from 269 in Q1 2021.
- Funds reported $5.29B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q2 2021, up 15% quarter-over-quarter.
- 38 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q2 2021 and 36 closed out, a net change of +2 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q2 2021 was Centersquare Investment Management, an estimated $65.7M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q2 2021 was Millennium Management, an estimated $60.4M sold.
Based on aggregated 13F filings for Q2 2021.