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VICI Properties

519 hedge funds and large institutions have $23.3B invested in VICI Properties in 2021 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 226 increasing their positions, 157 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 157

28% more call options, than puts

Call options by funds: $32M | Put options by funds: $25M

28% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 68

8% more capital invested

Capital invested by funds: $21.6B → $23.3B (+$1.73B)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

3% more funds holding

Funds holding: 506519 (+13)

2.45% more ownership

Funds ownership: 120.77%123.22% (+2.4%)

Holders
519
Holders Change
+13
Holders Change %
+2.57%
% of All Funds
7.99%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.23%
New
87
Increased
226
Reduced
157
Closed
68
Calls
$32M
Puts
$25M
Net Calls
+$7.05M
Net Calls Change
+$213K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.66B +$48.5M +1,673,865 +2%
Capital International Investors
2
Capital International Investors
California
$1.77B +$40.3M +1,388,652 +2%
BlackRock
3
BlackRock
New York
$1.7B +$14.4M +496,570 +0.9%
Cohen & Steers
4
Cohen & Steers
New York
$1.15B -$33.7M -1,164,048 -3%
Capital World Investors
5
Capital World Investors
California
$955M +$321M +11,067,214 +54%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$888M -$138M -4,756,633 -14%
Capital Research Global Investors
7
Capital Research Global Investors
California
$863M +$223M +7,705,515 +37%
Bank of America
8
Bank of America
North Carolina
$859M +$133M +4,574,301 +19%
Allianz Asset Management
9
Allianz Asset Management
Germany
$827M +$13.3M +460,530 +2%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$706M +$37.5M +1,293,810 +6%
State Street
11
State Street
Massachusetts
$691M +$104M +3,579,316 +19%
Principal Financial Group
12
Principal Financial Group
Iowa
$502M -$6.76M -233,243 -1%
Morgan Stanley
13
Morgan Stanley
New York
$486M +$37.1M +1,280,620 +9%
JP Morgan Chase
14
JP Morgan Chase
New York
$420M -$31.1M -1,073,827 -7%
PI
15
PGGM Investments
Netherlands
$412M +$27.1M +936,588 +7%
Invesco
16
Invesco
Georgia
$408M +$81.5M +2,812,274 +26%
Daiwa Securities Group
17
Daiwa Securities Group
Japan
$379M -$7.29M -251,449 -2%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$376M -$17.7M -611,759 -5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$286M +$20.5M +707,452 +8%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$284M +$27.9M +963,521 +11%
Citadel Advisors
21
Citadel Advisors
Florida
$208M +$46M +1,588,510 +30%
LPC
22
Long Pond Capital
New York
$207M +$14.7M +507,500 +8%
N
23
Nuveen
North Carolina
$199M +$5.02M +173,262 +3%
Charles Schwab
24
Charles Schwab
California
$195M +$8.86M +305,662 +5%
Goldman Sachs
25
Goldman Sachs
New York
$182M -$83M -2,864,322 -32%

VICI Hedge Fund Activity: Q4 2021 in Review

519 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in VICI Properties (VICI) for Q4 2021, worth a combined $23.3B — up 8% from $21.6B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VICI positions and 68 closed out — a net gain of 19 holders — while 226 added to existing stakes and 157 trimmed.

The largest buyer was Capital World Investors, adding an estimated $321M. The largest seller was Zimmer Partners, exiting entirely with an estimated $172M sold.

  • 519 institutional investors held VICI Properties (VICI) as of Q4 2021, up from 506 in Q3 2021.
  • Funds reported $23.3B of VICI Properties stock for Q4 2021, up 8% quarter-over-quarter.
  • 87 funds opened new VICI Properties positions in Q4 2021 and 68 closed out, a net change of +19 holders.
  • The largest VICI Properties buyer in Q4 2021 was Capital World Investors, an estimated $321M added.
  • The largest VICI Properties seller in Q4 2021 was Zimmer Partners, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2021.