MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
165 hedge funds and large institutions have $2.47B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2017 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 74 increasing their positions, 36 reducing their positions, and 10 closing their positions.
290% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 10
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
106% more repeat investments, than reductions
Existing positions increased: 74 | Existing positions reduced: 36
42% more capital invested
Capital invested by funds: $1.75B → $2.47B (+$725M)
20% more funds holding
Funds holding: 137 → 165 (+28)
0% more call options, than puts
Call options by funds: $453K | Put options by funds: $453K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
+$79.9M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$65.5M |
| 3 |
Cohen & Steers
New York
|
+$62.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$45.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$43.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
-$22.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$15.7M |
| 3 |
BM
Bridger Management
New York
|
-$14.6M |
| 4 |
GCM
Gates Capital Management
New York
|
-$9.07M |
| 5 |
CANY
Caxton Associates (New York)
New York
|
-$7.36M |
MGP Hedge Fund Activity: Q3 2017 in Review
165 of the 4,022 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 2017, worth a combined $2.47B — up 42% from $1.75B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new MGP positions and 10 closed out — a net gain of 29 holders — while 74 added to existing stakes and 36 trimmed.
The largest buyer was Kayne Anderson Rudnick Investment Management, opening a new position worth an estimated $79.9M. The largest seller was Janus Henderson Group, cutting an estimated $22.8M.
- 165 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q3 2017, up from 137 in Q2 2017.
- Funds reported $2.47B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q3 2017, up 42% quarter-over-quarter.
- 39 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q3 2017 and 10 closed out, a net change of +29 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q3 2017 was Kayne Anderson Rudnick Investment Management, an estimated $79.9M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q3 2017 was Janus Henderson Group, an estimated $22.8M sold.
Based on aggregated 13F filings for Q3 2017.