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MGP Ingredients

153 hedge funds and large institutions have $1.47B invested in MGP Ingredients in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

7% more funds holding

Funds holding: 143153 (+10)

2% less capital invested

Capital invested by funds: $1.51B → $1.47B (-$34.9M)

1.77% less ownership

Funds ownership: 100.03%98.26% (-1.8%)

20% less call options, than puts

Call options by funds: $5.45M | Put options by funds: $6.77M

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
153
Holders Change
+10
Holders Change %
+6.99%
% of All Funds
3.5%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
24
Increased
56
Reduced
49
Closed
11
Calls
$5.45M
Puts
$6.77M
Net Calls
-$1.32M
Net Calls Change
+$3.24M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$383M -$13.8M -154,326 -3%
BlackRock
2
BlackRock
New York
$158M +$12.3M +137,338 +8%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$96.1M -$4.04M -45,010 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$71.3M +$3.13M +34,927 +5%
CCA
5
Conestoga Capital Advisors
Pennsylvania
$65.5M -$6.92M -77,186 -9%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$65.1M -$2.2M -24,550 -3%
Thrivent Financial for Lutherans
7
Thrivent Financial for Lutherans
Minnesota
$45.7M +$539K +6,012 +1%
TCM
8
TimesSquare Capital Management
New York
$39.9M -$18.1M -201,280 -31%
SIMG
9
Stephens Investment Management Group
Texas
$37.7M -$2.7M -30,096 -7%
Goldman Sachs
10
Goldman Sachs
New York
$31M +$2.86M +31,882 +10%
State Street
11
State Street
Massachusetts
$29.7M +$1.65M +18,395 +6%
Loomis, Sayles & Company
12
Loomis, Sayles & Company
Massachusetts
$25.1M +$2.55M +28,442 +11%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$21.8M -$1.21M -13,463 -5%
Jennison Associates
14
Jennison Associates
New York
$21.6M +$4.54M +50,671 +26%
Ameriprise
15
Ameriprise
Minnesota
$21.2M +$891K +9,935 +4%
CCMLC
16
Cardinal Capital Management LLC (Connecticut)
Connecticut
$19M -$5.86M -65,291 -23%
Northern Trust
17
Northern Trust
Illinois
$17M +$1.75M +19,518 +11%
Allianz Asset Management
18
Allianz Asset Management
Germany
$16.5M +$190K +2,114 +1%
Invesco
19
Invesco
Georgia
$16.1M +$5.4M +60,202 +50%
Lord, Abbett & Co
20
Lord, Abbett & Co
New Jersey
$15.6M -$301K -3,359 -2%
DCM
21
Driehaus Capital Management
Illinois
$14.6M +$2.07M +23,128 +16%
MHP
22
Manatuck Hill Partners
Connecticut
$14.4M -$2.72M -30,300 -16%
PM
23
Pembroke Management
Quebec, Canada
$13.8M -$986K -11,000 -7%
GIP
24
Granite Investment Partners
California
$13.6M -$2.72M -30,320 -16%
Westfield Capital Management
25
Westfield Capital Management
Massachusetts
$12.1M +$12.2M +136,510 New

MGPI Hedge Fund Activity: Q2 2018 in Review

153 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in MGP Ingredients (MGPI) for Q2 2018, worth a combined $1.47B — down 2.3% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new MGPI positions and 11 closed out — a net gain of 13 holders — while 56 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $12.3M. The largest seller was TimesSquare Capital Management, cutting an estimated $18.1M.

  • 153 institutional investors held MGP Ingredients (MGPI) as of Q2 2018, up from 143 in Q1 2018.
  • Funds reported $1.47B of MGP Ingredients stock for Q2 2018, down 2.3% quarter-over-quarter.
  • 24 funds opened new MGP Ingredients positions in Q2 2018 and 11 closed out, a net change of +13 holders.
  • The largest MGP Ingredients buyer in Q2 2018 was BlackRock, an estimated $12.3M added.
  • The largest MGP Ingredients seller in Q2 2018 was TimesSquare Capital Management, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2018.