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VICI Properties

211 hedge funds and large institutions have $8.22B invested in VICI Properties in 2018 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 94 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $3.3M | Put options by funds: $1.13M

135% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 40

120% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 25

15% more funds holding

Funds holding: 183211 (+28)

7% more capital invested

Capital invested by funds: $7.67B → $8.22B (+$545M)

2.24% more ownership

Funds ownership: 100.46%102.7% (+2.2%)

33% less funds holding in top 10

Funds holding in top 10: 1812 (-6)

Holders
211
Holders Change
+28
Holders Change %
+15.3%
% of All Funds
4.82%
Holding in Top 10
12
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-33.33%
% of All Funds
0.27%
New
55
Increased
94
Reduced
40
Closed
25
Calls
$3.3M
Puts
$1.13M
Net Calls
+$2.18M
Net Calls Change
+$108K
Name Holding Trade Value Shares
Change
Change in
Stake
CCA
1
Canyon Capital Advisors
Texas
$964M -$20M -964,770 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$821M +$73.2M +3,525,855 +10%
Allianz Asset Management
3
Allianz Asset Management
Germany
$616M -$24.5K -1,178 -0%
Cohen & Steers
4
Cohen & Steers
New York
$538M +$117M +5,624,131 +29%
SFM
5
Soros Fund Management
New York
$465M
BlackRock
6
BlackRock
New York
$436M +$140M +6,726,335 +50%
MAC
7
Monarch Alternative Capital
New York
$341M -$29M -1,398,074 -8%
SIG
8
Senator Investment Group
New York
$324M -$51.9M -2,500,000 -14%
SPC
9
Silver Point Capital
Connecticut
$272M +$11.7M +562,980 +5%
CIMLRA
10
CBRE Investment Management Listed Real Assets
Pennsylvania
$197M -$12.7M -611,888 -6%
SC
11
Sculptor Capital
New York
$177M -$18.3M -879,454 -10%
JP Morgan Chase
12
JP Morgan Chase
New York
$176M -$9.15M -440,821 -5%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$158M +$35.8M +1,727,030 +31%
State Street
14
State Street
Massachusetts
$137M +$32.4M +1,559,448 +33%
VM
15
Valinor Management
New York
$98.4M -$18M -869,200 -16%
Deutsche Bank
16
Deutsche Bank
Germany
$97.2M +$43.9M +2,116,880 +89%
PCM
17
Pentwater Capital Management
Florida
$95.1M -$54.5M -2,627,027 -37%
AMH
18
Apollo Management Holdings
New York
$90.3M +$2.63M +126,919 +3%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$88.5M +$42.8M +2,063,930 +102%
HI
20
HBK Investments
Texas
$85.1M -$46.4M -2,237,198 -36%
GCM
21
Gates Capital Management
New York
$77.8M -$29.3M -1,411,187 -28%
OCM
22
Oaktree Capital Management
California
$77.3M -$6.3M -303,543 -8%
Man Group
23
Man Group
United Kingdom
$73M +$10.8M +521,783 +18%
LIMS
24
Lasalle Investment Management Securities
Maryland
$72.3M +$24M +1,153,951 +53%
CIM
25
Centersquare Investment Management
Pennsylvania
$68.4M +$20.9M +1,006,283 +47%

VICI Hedge Fund Activity: Q3 2018 in Review

211 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in VICI Properties (VICI) for Q3 2018, worth a combined $8.22B — up 7.1% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new VICI positions and 25 closed out — a net gain of 30 holders — while 94 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $140M. The largest seller was Solus Alternative Asset Management, cutting an estimated $92.8M.

  • 211 institutional investors held VICI Properties (VICI) as of Q3 2018, up from 183 in Q2 2018.
  • Funds reported $8.22B of VICI Properties stock for Q3 2018, up 7.1% quarter-over-quarter.
  • 55 funds opened new VICI Properties positions in Q3 2018 and 25 closed out, a net change of +30 holders.
  • The largest VICI Properties buyer in Q3 2018 was BlackRock, an estimated $140M added.
  • The largest VICI Properties seller in Q3 2018 was Solus Alternative Asset Management, an estimated $92.8M sold.

Based on aggregated 13F filings for Q3 2018.