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VICI Properties

762 hedge funds and large institutions have $32.7B invested in VICI Properties in 2023 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 306 increasing their positions, 274 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 62

61% more call options, than puts

Call options by funds: $55.4M | Put options by funds: $34.5M

12% more capital invested

Capital invested by funds: $29.2B → $32.7B (+$3.5B)

12% more repeat investments, than reductions

Existing positions increased: 306 | Existing positions reduced: 274

6% more funds holding

Funds holding: 719762 (+43)

0.27% more ownership

Funds ownership: 98.93%99.2% (+0.27%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

Holders
762
Holders Change
+43
Holders Change %
+5.98%
% of All Funds
11.11%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.15%
New
117
Increased
306
Reduced
274
Closed
62
Calls
$55.4M
Puts
$34.5M
Net Calls
+$20.9M
Net Calls Change
-$225K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.68B +$30.9M +1,052,009 +0.7%
BlackRock
2
BlackRock
New York
$3.26B +$105M +3,584,284 +4%
Capital International Investors
3
Capital International Investors
California
$2B +$274M +9,317,582 +17%
State Street
4
State Street
Massachusetts
$1.76B +$82M +2,793,510 +5%
Cohen & Steers
5
Cohen & Steers
New York
$1.11B +$581M +19,788,229 +132%
Capital Research Global Investors
6
Capital Research Global Investors
California
$1.1B -$76.6M -2,607,391 -7%
Bank of America
7
Bank of America
North Carolina
$985M -$136M -4,646,256 -13%
Principal Financial Group
8
Principal Financial Group
Iowa
$825M +$997K +33,965 +0.1%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$799M +$34.4M +1,171,652 +5%
Allianz Asset Management
10
Allianz Asset Management
Germany
$744M -$7.97M -271,537 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$695M -$104M -3,546,799 -14%
JP Morgan Chase
12
JP Morgan Chase
New York
$668M +$100M +3,415,597 +19%
Invesco
13
Invesco
Georgia
$596M -$147M -4,995,838 -21%
Morgan Stanley
14
Morgan Stanley
New York
$564M +$183M +6,231,989 +54%
Norges Bank
15
Norges Bank
Norway
$460M +$132M +4,501,637 +45%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$456M +$2.49M +84,662 +0.6%
Barrow, Hanley, Mewhinney & Strauss
17
Barrow, Hanley, Mewhinney & Strauss
Texas
$420M -$22.8M -777,670 -6%
Legal & General Group
18
Legal & General Group
United Kingdom
$410M +$8.35M +284,419 +2%
N
19
Nuveen
North Carolina
$407M +$73.4M +2,499,346 +24%
Charles Schwab
20
Charles Schwab
California
$338M +$13.6M +461,873 +5%
Northern Trust
21
Northern Trust
Illinois
$302M -$48.8M -1,661,728 -15%
Citadel Advisors
22
Citadel Advisors
Florida
$269M -$46.9M -1,597,925 -16%
Daiwa Securities Group
23
Daiwa Securities Group
Japan
$262M +$80.3M +2,736,096 +50%
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$257M -$19.8M -673,990 -8%
Capital World Investors
25
Capital World Investors
California
$246M -$395M -13,456,377 -64%

VICI Hedge Fund Activity: Q4 2023 in Review

762 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VICI Properties (VICI) for Q4 2023, worth a combined $32.7B — up 12% from $29.2B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new VICI positions and 62 closed out — a net gain of 55 holders — while 306 added to existing stakes and 274 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $581M. The largest seller was Capital World Investors, cutting an estimated $395M.

  • 762 institutional investors held VICI Properties (VICI) as of Q4 2023, up from 719 in Q3 2023.
  • Funds reported $32.7B of VICI Properties stock for Q4 2023, up 12% quarter-over-quarter.
  • 117 funds opened new VICI Properties positions in Q4 2023 and 62 closed out, a net change of +55 holders.
  • The largest VICI Properties buyer in Q4 2023 was Cohen & Steers, an estimated $581M added.
  • The largest VICI Properties seller in Q4 2023 was Capital World Investors, an estimated $395M sold.

Based on aggregated 13F filings for Q4 2023.