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VICI Properties

337 hedge funds and large institutions have $11.4B invested in VICI Properties in 2020 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 129 increasing their positions, 116 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more call options, than puts

Call options by funds: $30.1M | Put options by funds: $13.7M

66% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 47

31% more funds holding in top 10

Funds holding in top 10: 1621 (+5)

24% more capital invested

Capital invested by funds: $9.22B → $11.4B (+$2.18B)

11% more repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 116

8% more funds holding

Funds holding: 311337 (+26)

14.9% less ownership

Funds ownership: 118.21%103.31% (-15%)

Holders
337
Holders Change
+26
Holders Change %
+8.36%
% of All Funds
6.91%
Holding in Top 10
21
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+31.25%
% of All Funds
0.43%
New
78
Increased
129
Reduced
116
Closed
47
Calls
$30.1M
Puts
$13.7M
Net Calls
+$16.4M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1
Cohen & Steers
New York
$1.2B -$23.3M -1,273,424 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.18B -$21.6M -1,181,396 -2%
BlackRock
3
BlackRock
New York
$815M -$7.95M -433,795 -1%
Allianz Asset Management
4
Allianz Asset Management
Germany
$516M +$145K +7,889 +0%
CCA
5
Canyon Capital Advisors
Texas
$470M +$94.8M +5,174,665 +29%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$465M +$162M +8,832,904 +62%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$458M -$54.3K -2,962 -0%
PI
8
PGGM Investments
Netherlands
$366M +$51M +2,785,297 +18%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$325M +$10.9M +594,825 +4%
State Street
10
State Street
Massachusetts
$301M -$8.65M -472,247 -3%
Invesco
11
Invesco
Georgia
$257M +$114M +6,205,891 +95%
Capital International Investors
12
Capital International Investors
California
$243M +$112M +6,140,826 +104%
Goldman Sachs
13
Goldman Sachs
New York
$226M +$132M +7,232,181 +182%
Principal Financial Group
14
Principal Financial Group
Iowa
$216M +$21M +1,148,781 +12%
JP Morgan Chase
15
JP Morgan Chase
New York
$212M +$2.46M +134,556 +1%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$164M -$2.62M -142,946 -2%
Citadel Advisors
17
Citadel Advisors
Florida
$154M +$83.9M +4,580,826 +151%
GCM
18
Gates Capital Management
New York
$147M +$34.7M +1,893,519 +35%
AAMU
19
APG Asset Management US
New York
$141M +$8.85M +482,942 +7%
N
20
Nuveen
North Carolina
$133M +$40.8M +2,226,076 +51%
KSCM
21
King Street Capital Management
New York
$128M +$92.3M +5,040,000 +388%
SFM
22
Soros Fund Management
New York
$124M +$21.5M +1,175,000 +24%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$109M -$2.57M -140,128 -3%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$101M -$19.2M -1,048,334 -17%
PCM
25
Pentwater Capital Management
Florida
$100M +$86.5M +4,724,477 +2,029%

VICI Hedge Fund Activity: Q2 2020 in Review

337 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in VICI Properties (VICI) for Q2 2020, worth a combined $11.4B — up 24% from $9.22B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new VICI positions and 47 closed out — a net gain of 31 holders — while 129 added to existing stakes and 116 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $162M. The largest seller was Capital Research Global Investors, cutting an estimated $364M.

  • 337 institutional investors held VICI Properties (VICI) as of Q2 2020, up from 311 in Q1 2020.
  • Funds reported $11.4B of VICI Properties stock for Q2 2020, up 24% quarter-over-quarter.
  • 78 funds opened new VICI Properties positions in Q2 2020 and 47 closed out, a net change of +31 holders.
  • The largest VICI Properties buyer in Q2 2020 was Janus Henderson Group, an estimated $162M added.
  • The largest VICI Properties seller in Q2 2020 was Capital Research Global Investors, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2020.