Medical Properties Trust
268 hedge funds and large institutions have $2.48B invested in Medical Properties Trust in 2015 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 134 increasing their positions, 55 reducing their positions, and 20 closing their positions.
144% more repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 55
114% more call options, than puts
Call options by funds: $4.89M | Put options by funds: $2.29M
105% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 20
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
31% more capital invested
Capital invested by funds: $1.9B → $2.48B (+$586M)
6% more funds holding
Funds holding: 252 → 268 (+16)
0.84% more ownership
Funds ownership: 79.79% → 80.63% (+0.84%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$80.2M |
| 2 |
ACI
AMP Capital Investors
Sydney,
Australia
|
+$67.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$47.2M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$43.2M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
+$37.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$21.9M |
| 2 |
DLG
Daniel L. Goodwin
|
-$16M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
-$11.2M |
| 4 |
SCM
Sandler Capital Management
New York
|
-$7.81M |
| 5 |
EARNEST Partners
Atlanta,
Georgia
|
-$7.18M |
MPT Hedge Fund Activity: Q1 2015 in Review
268 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2015, worth a combined $2.48B — up 31% from $1.9B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new MPT positions and 20 closed out — a net gain of 21 holders — while 134 added to existing stakes and 55 trimmed.
The largest buyer was Vanguard Group, adding an estimated $80.2M. The largest seller was AllianceBernstein, cutting an estimated $21.9M.
- 268 institutional investors held Medical Properties Trust (MPT) as of Q1 2015, up from 252 in Q4 2014.
- Funds reported $2.48B of Medical Properties Trust stock for Q1 2015, up 31% quarter-over-quarter.
- 41 funds opened new Medical Properties Trust positions in Q1 2015 and 20 closed out, a net change of +21 holders.
- The largest Medical Properties Trust buyer in Q1 2015 was Vanguard Group, an estimated $80.2M added.
- The largest Medical Properties Trust seller in Q1 2015 was AllianceBernstein, an estimated $21.9M sold.
Based on aggregated 13F filings for Q1 2015.