GLPI ranks #899 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
GLPI is a top-conviction position for 140 Summer Partners LP — at 5.9% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in GLPI belongs to BlackRock, Inc., but the position matters far more to 140 Summer Partners LP, who has 5.9% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
JPMorgan has added to its GLPI position for two straight quarters, increasing it by $98.4M to reach $159.6M today.
Bank Of America CORP /de/ has trimmed its GLPI position for two straight quarters, cutting it by $245.5M while still holding $54.3M.
GLPI is down 1.1% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.