MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
281 hedge funds and large institutions have $5.28B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2022 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 105 increasing their positions, 99 reducing their positions, and 39 closing their positions.
160% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.06M
6% more repeat investments, than reductions
Existing positions increased: 105 | Existing positions reduced: 99
4% less funds holding
Funds holding: 294 → 281 (-13)
10% less capital invested
Capital invested by funds: $5.85B → $5.28B (-$580M)
15% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 39
42% less funds holding in top 10
Funds holding in top 10: 12 → 7 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$97.7M |
| 2 |
Goldman Sachs
New York
|
+$74M |
| 3 |
SFM
Soros Fund Management
New York
|
+$60.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$27.8M |
| 5 |
JP Morgan Chase
New York
|
+$25.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$210M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$135M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.6M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
-$40.6M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$38M |
MGP Hedge Fund Activity: Q1 2022 in Review
281 of the 6,340 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 2022, worth a combined $5.28B — down 9.9% from $5.85B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of MGP and 33 opened new positions — a net loss of 6 holders — while 99 trimmed existing stakes and 105 added.
The largest buyer was Millennium Management, adding an estimated $97.7M. The largest seller was UBS O'Connor, exiting entirely with an estimated $210M sold.
- 281 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q1 2022, down from 294 in Q4 2021.
- Funds reported $5.28B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q1 2022, down 9.9% quarter-over-quarter.
- 33 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q1 2022 and 39 closed out, a net change of -6 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q1 2022 was Millennium Management, an estimated $97.7M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q1 2022 was UBS O'Connor, an estimated $210M sold.
Based on aggregated 13F filings for Q1 2022.