GLPI ranks #899 out of 37696 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.
Y-Intercept has added to its GLPI position for two straight quarters, increasing it by $7.7M to reach $11.9M today.
Ninety One UK Ltd has trimmed its GLPI position for two straight quarters, cutting it by $26.8M while still holding $68.2M.
GLPI is down 0.4% today, but institutions show net buying of $1.2B this quarter — a divergence between today's price move and the underlying institutional flow.