MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
269 hedge funds and large institutions have $4.61B invested in MGM Growth Properties LLC Class A common shares representing limited liability company interests in 2021 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 131 increasing their positions, 56 reducing their positions, and 23 closing their positions.
134% more repeat investments, than reductions
Existing positions increased: 131 | Existing positions reduced: 56
109% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 23
104% more call options, than puts
Call options by funds: $7.42M | Put options by funds: $3.64M
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
22% more capital invested
Capital invested by funds: $3.77B → $4.61B (+$837M)
9% more funds holding
Funds holding: 246 → 269 (+23)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$218M |
| 2 |
Millennium Management
New York
|
+$88.2M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$79M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$69.1M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HVCM
HG Vora Capital Management
New York
|
-$47M |
| 2 |
OCAM
Owl Creek Asset Management
New York
|
-$45.2M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$32.8M |
| 4 |
LPC
Long Pond Capital
New York
|
-$24.4M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$19.6M |
MGP Hedge Fund Activity: Q1 2021 in Review
269 of the 5,695 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 2021, worth a combined $4.61B — up 22% from $3.77B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new MGP positions and 23 closed out — a net gain of 25 holders — while 131 added to existing stakes and 56 trimmed.
The largest buyer was Capital World Investors, adding an estimated $218M. The largest seller was HG Vora Capital Management, exiting entirely with an estimated $47M sold.
- 269 institutional investors held MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) as of Q1 2021, up from 246 in Q4 2020.
- Funds reported $4.61B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q1 2021, up 22% quarter-over-quarter.
- 48 funds opened new MGM Growth Properties LLC Class A common shares representing limited liability company interests positions in Q1 2021 and 23 closed out, a net change of +25 holders.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests buyer in Q1 2021 was Capital World Investors, an estimated $218M added.
- The largest MGM Growth Properties LLC Class A common shares representing limited liability company interests seller in Q1 2021 was HG Vora Capital Management, an estimated $47M sold.
Based on aggregated 13F filings for Q1 2021.