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MPT

Medical Properties Trust

370 hedge funds and large institutions have $4.27B invested in Medical Properties Trust in 2018 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 133 increasing their positions, 123 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $6.62M | Put options by funds: $4.25M

22% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 37

7% more capital invested

Capital invested by funds: $4B → $4.27B (+$263M)

1% more funds holding

Funds holding: 366370 (+4)

8% more repeat investments, than reductions

Existing positions increased: 133 | Existing positions reduced: 123

0.43% less ownership

Funds ownership: 78.15%77.72% (-0.43%)

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
370
Holders Change
+4
Holders Change %
+1.09%
% of All Funds
8.46%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
45
Increased
133
Reduced
123
Closed
37
Calls
$6.62M
Puts
$4.25M
Net Calls
+$2.37M
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
SLF
226
Sun Life Financial
Ontario, Canada
$510K +$3.11K +213 +0.6%
Cetera Investment Advisers
227
Cetera Investment Advisers
Illinois
$495K +$66.5K +4,558 +16%
M&T Bank
228
M&T Bank
New York
$487K -$124K -8,494 -21%
CP
229
Camelot Portfolios
Ohio
$483K -$212K -14,568 -31%
CGH
230
Crossmark Global Holdings
Texas
$472K +$6.56K +450 +1%
BTS
231
BB&T Securities
Virginia
$457K +$2.48K +170 +0.6%
NA
232
NewEdge Advisors
Louisiana
$440K +$83.6K +5,732 +24%
SPC
233
Sigma Planning Corp
Michigan
$426K -$10.3K -709 -2%
IMOV
234
Investment Management of Virginia
Virginia
$425K -$23.3K -1,600 -5%
RIL
235
Rothschild Investment LLC
Illinois
$417K
RMAM
236
Raab & Moskowitz Asset Management
New Jersey
$407K
MIAN
237
Mariner Independent Advisor Network
Kansas
$402K +$394K +26,990 New
APA
238
American Portfolios Advisors
New York
$401K -$18.9K -1,294 -5%
PNC Financial Services Group
239
PNC Financial Services Group
Pennsylvania
$393K -$152K -10,410 -28%
MC
240
Menta Capital
California
$392K +$384K +26,300 New
SCM
241
Shelton Capital Management
Colorado
$384K
NAM
242
Nissay Asset Management
Japan
$384K +$25.1K +1,719 +7%
CBOA
243
Commonwealth Bank of Australia
Australia
$369K +$362K +24,800 New
PAM
244
Panagora Asset Management
Massachusetts
$368K
MSL
245
Mackay Shields LLC
New York
$343K +$336K +23,028 New
OI
246
Oakbrook Investments
Illinois
$340K +$84.6K +5,800 +34%
PCMC
247
Paragon Capital Management (Colorado)
Colorado
$337K -$263 -18 -0.1%
GT
248
Greenleaf Trust
Michigan
$337K +$330K +22,617 New
ACM
249
AlphaStar Capital Management
North Carolina
$325K +$318K +21,791 New
MML Investors Services
250
MML Investors Services
Massachusetts
$323K +$32.3K +2,218 +11%

MPT Hedge Fund Activity: Q3 2018 in Review

370 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2018, worth a combined $4.27B — up 6.6% from $4B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new MPT positions and 37 closed out — a net gain of 8 holders — while 133 added to existing stakes and 123 trimmed.

The largest buyer was Nuveen, adding an estimated $35.4M. The largest seller was Feinberg Stephen, exiting entirely with an estimated $132M sold.

  • 370 institutional investors held Medical Properties Trust (MPT) as of Q3 2018, up from 366 in Q2 2018.
  • Funds reported $4.27B of Medical Properties Trust stock for Q3 2018, up 6.6% quarter-over-quarter.
  • 45 funds opened new Medical Properties Trust positions in Q3 2018 and 37 closed out, a net change of +8 holders.
  • The largest Medical Properties Trust buyer in Q3 2018 was Nuveen, an estimated $35.4M added.
  • The largest Medical Properties Trust seller in Q3 2018 was Feinberg Stephen, an estimated $132M sold.

Based on aggregated 13F filings for Q3 2018.