MGM Growth Properties LLC Class A common shares representing limited liability company interests
MGP was delisted on the 28th of April, 2022.
282 hedge funds and large institutions have $5.55B 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, 106 increasing their positions, 99 reducing their positions, and 38 closing their positions.
160% more call options, than puts
Call options by funds: $2.76M | Put options by funds: $1.06M
7% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 99
4% less funds holding
Funds holding: 294 → 282 (-12)
5% less capital invested
Capital invested by funds: $5.86B → $5.55B (-$302M)
13% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 38
33% less funds holding in top 10
Funds holding in top 10: 12 → 8 (-4)
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 |
UOC
UBS O'Connor
Chicago,
Illinois
|
+$60.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$27.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$135M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$52.6M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$40.6M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$38M |
| 5 |
BAMCO Inc
New York
|
-$21.5M |
MGP Hedge Fund Activity: Q1 2022 in Review
282 of the 6,360 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 $5.55B — down 5.2% from $5.86B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of MGP and 33 opened new positions — a net loss of 5 holders — while 99 trimmed existing stakes and 106 added.
The largest buyer was Millennium Management, adding an estimated $97.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $135M.
- 282 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 $5.55B of MGM Growth Properties LLC Class A common shares representing limited liability company interests stock for Q1 2022, down 5.2% 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 38 closed out, a net change of -5 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 Kayne Anderson Rudnick Investment Management, an estimated $135M sold.
Based on aggregated 13F filings for Q1 2022.