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MGP Ingredients

162 hedge funds and large institutions have $642M invested in MGP Ingredients in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $830K

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 160162 (+2)

5% more capital invested

Capital invested by funds: $614M → $642M (+$28M)

3.23% less ownership

Funds ownership: 98.94%95.71% (-3.2%)

29% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 62

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
162
Holders Change
+2
Holders Change %
+1.25%
% of All Funds
3.27%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
22
Increased
44
Reduced
62
Closed
19
Calls
$1.05M
Puts
$830K
Net Calls
+$218K
Net Calls Change
-$1.04M
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
1
Raymond James Financial Services Advisors
Florida
$165M -$3.69M -98,926 -2%
BlackRock
2
BlackRock
New York
$74.8M -$3.31M -88,667 -4%
CIP
3
Champlain Investment Partners
Vermont
$54.8M +$362K +9,695 +0.7%
Vanguard Group
4
Vanguard Group
Pennsylvania
$37.2M -$297K -7,962 -0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$28.2M -$542K -14,538 -2%
CCM
6
Copeland Capital Management
Pennsylvania
$23.3M +$3.68M +98,541 +20%
State Street
7
State Street
Massachusetts
$16.9M -$672K -18,016 -4%
Ameriprise
8
Ameriprise
Minnesota
$14.2M +$86.4K +2,317 +0.7%
SIMG
9
Stephens Investment Management Group
Texas
$13.9M +$2.15M +57,596 +20%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.3M -$408K -10,933 -4%
Franklin Resources
11
Franklin Resources
California
$9.81M +$9.21M +246,908 New
RA
12
Royce & Associates
New York
$9.49M +$261K +7,000 +3%
CRCP
13
Copper Rock Capital Partners
Massachusetts
$9.02M +$8.47M +226,979 New
Russell Investments Group
14
Russell Investments Group
United Kingdom
$8.87M -$1.65M -44,166 -17%
DRZID
15
DePrince Race & Zollo Inc (DRZ)
Florida
$8.45M +$270K +7,243 +4%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$8.37M -$4.48K -120 -0.1%
Northern Trust
17
Northern Trust
Illinois
$7.98M -$244K -6,543 -3%
KCM
18
Kornitzer Capital Management
Kansas
$7.55M +$565K +15,150 +9%
State of Wisconsin Investment Board
19
State of Wisconsin Investment Board
Wisconsin
$6.36M -$11.2K -300 -0.2%
Morgan Stanley
20
Morgan Stanley
New York
$6.23M +$860K +23,046 +17%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$6.05M -$250K -6,710 -4%
GC
22
Guggenheim Capital
Illinois
$5.35M
TIM
23
Thompson Investment Management
Wisconsin
$5.04M -$250K -6,695 -5%
FCM
24
Frontier Capital Management
Massachusetts
$4.66M -$369K -9,898 -8%
Wells Fargo
25
Wells Fargo
California
$4.22M +$980K +26,273 +33%

MGPI Hedge Fund Activity: Q3 2020 in Review

162 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in MGP Ingredients (MGPI) for Q3 2020, worth a combined $642M — up 4.6% from $614M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MGPI positions and 19 closed out — a net gain of 3 holders — while 44 added to existing stakes and 62 trimmed.

The largest buyer was Franklin Resources, opening a new position worth an estimated $9.21M. The largest seller was Bank of America, cutting an estimated $11.8M.

  • 162 institutional investors held MGP Ingredients (MGPI) as of Q3 2020, up from 160 in Q2 2020.
  • Funds reported $642M of MGP Ingredients stock for Q3 2020, up 4.6% quarter-over-quarter.
  • 22 funds opened new MGP Ingredients positions in Q3 2020 and 19 closed out, a net change of +3 holders.
  • The largest MGP Ingredients buyer in Q3 2020 was Franklin Resources, an estimated $9.21M added.
  • The largest MGP Ingredients seller in Q3 2020 was Bank of America, an estimated $11.8M sold.

Based on aggregated 13F filings for Q3 2020.