Medical Properties Trust
234 hedge funds and large institutions have $1.74B invested in Medical Properties Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 22 closing their positions.
56% more repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 72
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
3% more capital invested
Capital invested by funds: $1.69B → $1.74B (+$45.4M)
2.07% less ownership
Funds ownership: 78.29% → 76.22% (-2.1%)
4% less funds holding
Funds holding: 244 → 234 (-10)
45% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 22
52% less call options, than puts
Call options by funds: $707K | Put options by funds: $1.46M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$18M |
| 2 |
Neuberger Berman Group
New York
|
+$11.2M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
+$7.55M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.8M |
| 5 |
CM
Churchill Management
Los Angeles,
California
|
+$6.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SB
Suntrust Banks
Atlanta,
Georgia
|
-$32.2M |
| 2 |
DLG
Daniel L. Goodwin
|
-$26.2M |
| 3 |
PRCM
Pine River Capital Management
Minnetonka,
Minnesota
|
-$18.4M |
| 4 |
PFMOSF
Philadelphia Financial Management of San Francisco
San Francisco,
California
|
-$15.1M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
-$13.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GPGA
251
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| – | -$87K | -6,800 | Closed |
|
|
PVH
252
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$77K | -6,012 | Closed |
|
|
ARMT
253
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| – | -$23K | -1,797 | Closed |
|
|
CCS
254
Crosspoint Capital Strategies
Orinda,
California
| – | -$6K | -500 | Closed |
|
255
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -300 | Closed |
|
|
ACS
256
Archford Capital Strategies
Swansea,
Illinois
| – | -$1.93K | -151 | Closed |
|
MPT Hedge Fund Activity: Q2 2014 in Review
234 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2014, worth a combined $1.74B — up 2.7% from $1.69B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of MPT and 12 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 112 added.
The largest buyer was Norges Bank, adding an estimated $18M. The largest seller was Suntrust Banks, cutting an estimated $32.2M.
- 234 institutional investors held Medical Properties Trust (MPT) as of Q2 2014, down from 244 in Q1 2014.
- Funds reported $1.74B of Medical Properties Trust stock for Q2 2014, up 2.7% quarter-over-quarter.
- 12 funds opened new Medical Properties Trust positions in Q2 2014 and 22 closed out, a net change of -10 holders.
- The largest Medical Properties Trust buyer in Q2 2014 was Norges Bank, an estimated $18M added.
- The largest Medical Properties Trust seller in Q2 2014 was Suntrust Banks, an estimated $32.2M sold.
Based on aggregated 13F filings for Q2 2014.