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MPT

Medical Properties Trust

372 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.65% less ownership

Funds ownership: 81.12%79.47% (-1.7%)

7% less capital invested

Capital invested by funds: $4.07B → $3.77B (-$302M)

43% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $4.25M

Holders
372
Holders Change
+11
Holders Change %
+3.05%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
143
Reduced
127
Closed
35
Calls
$2.43M
Puts
$4.25M
Net Calls
-$1.82M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
CGH
226
Crossmark Global Holdings
Texas
$414K -$9.98K -780 -2%
MF
227
Magnetar Financial
Illinois
$410K +$404K +31,526 New
BTS
228
BB&T Securities
Virginia
$408K -$33.7K -2,632 -8%
NA
229
Neuburgh Advisers
California
$404K +$4.79K +374 +1%
SPC
230
Sigma Planning Corp
Michigan
$400K -$146K -11,415 -27%
IMOV
231
Investment Management of Virginia
Virginia
$391K +$1.92K +150 +0.5%
QI
232
QS Investors
New York
$384K +$187K +14,600 +98%
Cetera Investment Advisers
233
Cetera Investment Advisers
Illinois
$381K +$140K +10,943 +60%
RCA
234
Rowland Carmichael Advisors
Arizona
$374K -$2.6K -203 -0.7%
TD Asset Management
235
TD Asset Management
Ontario, Canada
$372K +$10.6K +825 +3%
APA
236
American Portfolios Advisors
New York
$364K +$14.9K +1,163 +4%
RIL
237
Rothschild Investment LLC
Illinois
$364K -$1.22M -95,450 -77%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$356K +$192K +15,036 +122%
WIS
239
Wright Investors Service
Connecticut
$348K -$252K -19,716 -42%
SCM
240
Shelton Capital Management
Colorado
$335K -$24.5K -1,915 -7%
NGA
241
Naples Global Advisors
Florida
$325K -$3.52K -275 -1%
PAM
242
Panagora Asset Management
Massachusetts
$321K
CS
243
Credential Securities
$310K +$6.76K +528 +2%
NAM
244
Nissay Asset Management
Japan
$301K
MCIM
245
Meadow Creek Investment Management
Georgia
$294K +$3.48K +272 +1%
PCMC
246
Paragon Capital Management (Colorado)
Colorado
$294K +$23K +1,798 +9%
SCM
247
Stevens Capital Management
Pennsylvania
$294K +$290K +22,641 New
MML Investors Services
248
MML Investors Services
Massachusetts
$292K +$66.9K +5,225 +30%
CC
249
Cipher Capital
New York
$290K +$6.98K +545 +3%
PC
250
Palo Capital
California
$287K +$283K +22,096 New

MPT Hedge Fund Activity: Q1 2018 in Review

372 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2018, worth a combined $3.77B — down 7.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPT positions and 35 closed out — a net gain of 14 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $51.6M.

  • 372 institutional investors held Medical Properties Trust (MPT) as of Q1 2018, up from 361 in Q4 2017.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 49 funds opened new Medical Properties Trust positions in Q1 2018 and 35 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q1 2018 was Invesco, an estimated $13.7M added.
  • The largest Medical Properties Trust seller in Q1 2018 was Bank of New York Mellon, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2018.