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VICI Properties

381 hedge funds and large institutions have $14.6B invested in VICI Properties in 2020 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 162 increasing their positions, 125 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 29

30% more repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 125

9% more funds holding

Funds holding: 349381 (+32)

8% more capital invested

Capital invested by funds: $13.5B → $14.6B (+$1.06B)

10% less call options, than puts

Call options by funds: $4.23M | Put options by funds: $4.67M

2.27% less ownership

Funds ownership: 108.39%106.12% (-2.3%)

21% less funds holding in top 10

Funds holding in top 10: 1915 (-4)

Holders
381
Holders Change
+32
Holders Change %
+9.17%
% of All Funds
6.74%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.27%
New
64
Increased
162
Reduced
125
Closed
29
Calls
$4.23M
Puts
$4.67M
Net Calls
-$446K
Net Calls Change
-$6.03M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.9B +$286M +11,533,733 +18%
Cohen & Steers
2
Cohen & Steers
New York
$1.41B -$60.2M -2,423,550 -4%
BlackRock
3
BlackRock
New York
$1.19B +$66.3M +2,671,434 +6%
Allianz Asset Management
4
Allianz Asset Management
Germany
$651M -$468K -18,837 -0.1%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$537M -$34.8M -1,403,030 -6%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$510M +$33.5M +1,348,528 +7%
PI
7
PGGM Investments
Netherlands
$509M +$10.1M +404,879 +2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$467M +$64.6M +2,600,687 +17%
State Street
9
State Street
Massachusetts
$433M +$25.8M +1,037,904 +7%
Capital International Investors
10
Capital International Investors
California
$382M +$1.03M +41,374 +0.3%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$349M -$20.2M -815,246 -6%
Capital Research Global Investors
12
Capital Research Global Investors
California
$311M +$257M +10,362,523 +566%
Principal Financial Group
13
Principal Financial Group
Iowa
$278M +$1.2M +48,442 +0.4%
JP Morgan Chase
14
JP Morgan Chase
New York
$260M -$4.72M -189,998 -2%
Massachusetts Financial Services
15
Massachusetts Financial Services
Massachusetts
$207M -$3.53M -142,159 -2%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$190M +$39M +1,571,372 +27%
N
17
Nuveen
North Carolina
$165M -$15.3M -616,003 -9%
AAMU
18
APG Asset Management US
New York
$155M
Northern Trust
19
Northern Trust
Illinois
$138M +$7.58M +305,237 +6%
Norges Bank
20
Norges Bank
Norway
$131M +$9.47M +381,279 +8%
Charles Schwab
21
Charles Schwab
California
$128M +$3.6M +145,034 +3%
Legal & General Group
22
Legal & General Group
United Kingdom
$121M +$6.47M +260,517 +6%
AMH
23
Apollo Management Holdings
New York
$121M +$58.1M +2,339,083 +98%
Sumitomo Mitsui Trust Group
24
Sumitomo Mitsui Trust Group
Japan
$119M -$4.02M -161,843 -3%
ACM
25
AEW Capital Management
Massachusetts
$106M +$2.36M +95,200 +2%

VICI Hedge Fund Activity: Q4 2020 in Review

381 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in VICI Properties (VICI) for Q4 2020, worth a combined $14.6B — up 7.9% from $13.5B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VICI positions and 29 closed out — a net gain of 35 holders — while 162 added to existing stakes and 125 trimmed.

The largest buyer was Vanguard Group, adding an estimated $286M. The largest seller was Canyon Capital Advisors, cutting an estimated $399M.

  • 381 institutional investors held VICI Properties (VICI) as of Q4 2020, up from 349 in Q3 2020.
  • Funds reported $14.6B of VICI Properties stock for Q4 2020, up 7.9% quarter-over-quarter.
  • 64 funds opened new VICI Properties positions in Q4 2020 and 29 closed out, a net change of +35 holders.
  • The largest VICI Properties buyer in Q4 2020 was Vanguard Group, an estimated $286M added.
  • The largest VICI Properties seller in Q4 2020 was Canyon Capital Advisors, an estimated $399M sold.

Based on aggregated 13F filings for Q4 2020.