MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
216 hedge funds and large institutions have $3.68B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 115 increasing their positions, 31 reducing their positions, and 25 closing their positions.
271% more repeat investments, than reductions
Existing positions increased: 115 | Existing positions reduced: 31
233% more funds holding in top 10
Funds holding in top 10: 3 → 10 (+7)
80% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 25
65% more call options, than puts
Call options by funds: $4.85M | Put options by funds: $2.95M
33% more capital invested
Capital invested by funds: $2.77B → $3.68B (+$905M)
9% more funds holding
Funds holding: 199 → 216 (+17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZP
Zimmer Partners
New York
|
+$205M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$66.7M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$63.6M |
| 4 |
BHG
Blue Harbour Group
Greenwich,
Connecticut
|
+$52.6M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
+$44.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$51M |
| 2 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$33.6M |
| 3 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
-$29M |
| 4 |
CC
Carlson Capital
Dallas,
Texas
|
-$19M |
| 5 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
-$12M |
MGP Hedge Fund Activity: Q4 2019 in Review
216 of the 5,092 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 Q4 2019, worth a combined $3.68B — up 33% from $2.77B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new MGP positions and 25 closed out — a net gain of 20 holders — while 115 added to existing stakes and 31 trimmed.
The largest buyer was Zimmer Partners, opening a new position worth an estimated $205M. The largest seller was Ceredex Value Advisors, exiting entirely with an estimated $51M sold.
- 216 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q4 2019, up from 199 in Q3 2019.
- Funds reported $3.68B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q4 2019, up 33% quarter-over-quarter.
- 45 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q4 2019 and 25 closed out, a net change of +20 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q4 2019 was Zimmer Partners, an estimated $205M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q4 2019 was Ceredex Value Advisors, an estimated $51M sold.
Based on aggregated 13F filings for Q4 2019.