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MPT

Medical Properties Trust

344 hedge funds and large institutions have $3.97B invested in Medical Properties Trust in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

93% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 86

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $3.72B → $3.97B (+$243M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.2% less ownership

Funds ownership: 89.85%84.65% (-5.2%)

41% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $5.57M

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
8.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
53
Increased
166
Reduced
86
Closed
23
Calls
$3.3M
Puts
$5.57M
Net Calls
-$2.27M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
226
Argent Trust Co
Tennessee
$401K +$138K +10,351 +50%
SBIA
227
Sheaff Brock Investment Advisors
Indiana
$398K +$253K +19,009 +160%
FRM
228
Fox Run Management
Connecticut
$398K +$411K +30,900 New
GH
229
GAM Holding
Switzerland
$397K +$54.6K +4,100 +15%
CAM
230
Capstone Asset Management
Texas
$384K +$3.86K +290 +1%
IMOV
231
Investment Management of Virginia
Virginia
$380K
LIA
232
LS Investment Advisors
Michigan
$375K +$103K +7,729 +36%
JG
233
Jefferies Group
New York
$375K +$388K +29,140 New
SPC
234
Sigma Planning Corp
Michigan
$373K -$67.2K -5,045 -15%
CC
235
Cipher Capital
New York
$371K +$384K +28,815 New
Teacher Retirement System of Texas
236
Teacher Retirement System of Texas
Texas
$368K +$45.6K +3,426 +14%
SCM
237
Shelton Capital Management
Colorado
$356K +$152K +11,382 +70%
Creative Planning
238
Creative Planning
Kansas
$355K +$2.46K +185 +0.7%
TD Asset Management
239
TD Asset Management
Ontario, Canada
$343K +$3.1K +233 +0.9%
TAM
240
Tyers Asset Management
Texas
$342K +$174K +13,104 +97%
DG
241
Davidson & Garrard
Virginia
$337K
B
242
Bridgeworth
Alabama
$333K -$138K -10,376 -28%
NGA
243
Naples Global Advisors
Florida
$330K +$10.3K +775 +3%
Zurich Cantonal Bank
244
Zurich Cantonal Bank
Switzerland
$325K +$51.6K +3,872 +18%
FCBT
245
First Citizens Bank & Trust
North Carolina
$323K +$83K +6,231 +33%
FMBTD
246
First Midwest Bank Trust Division
Illinois
$322K +$10.9K +815 +3%
SWP
247
Stratos Wealth Partners
Ohio
$320K -$19K -1,425 -5%
WAM
248
World Asset Management
Michigan
$298K +$48.3K +3,627 +19%
CS
249
Credential Securities
$294K -$1.76K -132 -0.6%
TCM
250
Tradition Capital Management
New Jersey
$290K +$23.5K +1,764 +9%

MPT Hedge Fund Activity: Q2 2017 in Review

344 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2017, worth a combined $3.97B — up 6.5% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MPT positions and 23 closed out — a net gain of 30 holders — while 166 added to existing stakes and 86 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $92.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.6M sold.

  • 344 institutional investors held Medical Properties Trust (MPT) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.97B of Medical Properties Trust stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 53 funds opened new Medical Properties Trust positions in Q2 2017 and 23 closed out, a net change of +30 holders.
  • The largest Medical Properties Trust buyer in Q2 2017 was Principal Financial Group, an estimated $92.9M added.
  • The largest Medical Properties Trust seller in Q2 2017 was Cohen & Steers, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2017.