MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
175 hedge funds and large institutions have $2.78B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2019 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 24 closing their positions.
39% more call options, than puts
Call options by funds: $366K | Put options by funds: $264K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
31% more repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 54
4% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 24
4% less capital invested
Capital invested by funds: $2.91B → $2.78B (-$128M)
1% less funds holding
Funds holding: 177 → 175 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$89.9M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$86.8M |
| 3 |
Janus Henderson Group
London,
|
+$50.9M |
| 4 |
JP Morgan Chase
New York
|
+$32.8M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$26.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
-$53.1M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$42.1M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$41M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$34.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$31.1M |
MGP Hedge Fund Activity: Q2 2019 in Review
175 of the 4,625 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 2019, worth a combined $2.78B — down 4.4% from $2.91B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MGP positions and 24 closed out — a net gain of 1 holder — while 71 added to existing stakes and 54 trimmed.
The largest buyer was Nuveen, adding an estimated $89.9M. The largest seller was Zimmer Partners, cutting an estimated $53.1M.
- 175 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q2 2019, down from 177 in Q1 2019.
- Funds reported $2.78B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q2 2019, down 4.4% quarter-over-quarter.
- 25 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q2 2019 and 24 closed out, a net change of +1 holder.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q2 2019 was Nuveen, an estimated $89.9M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q2 2019 was Zimmer Partners, an estimated $53.1M sold.
Based on aggregated 13F filings for Q2 2019.