Medical Properties Trust
246 hedge funds and large institutions have $1.62B invested in Medical Properties Trust in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 81 reducing their positions, and 11 closing their positions.
118% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 11
27% more repeat investments, than reductions
Existing positions increased: 103 | Existing positions reduced: 81
5% more funds holding
Funds holding: 234 → 246 (+12)
0.17% more ownership
Funds ownership: 76.22% → 76.39% (+0.17%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less capital invested
Capital invested by funds: $1.74B → $1.62B (-$116M)
66% less call options, than puts
Call options by funds: $481K | Put options by funds: $1.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$51.1M |
| 2 |
SCM
Sandler Capital Management
New York
|
+$15.3M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$13.3M |
| 4 |
Lazard Asset Management
New York
|
+$12.9M |
| 5 |
TCM
Tekla Capital Management
Boston,
Massachusetts
|
+$8.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
-$18M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$15.8M |
| 3 |
BG
BlackRock Group
London,
United Kingdom
|
-$15.1M |
| 4 |
DLG
Daniel L. Goodwin
|
-$7.79M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$7.46M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ACI
251
AMP Capital Investors
Sydney,
Australia
| – | -$934K | -70,571 | Closed |
|
|
SMDAM
252
Sumitomo Mitsui DS Asset Management
Tokyo,
Japan
| – | -$188K | -14,274 | Closed |
|
|
HIMCH
253
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| – | -$184K | -13,932 | Closed |
|
|
TG
254
TCW Group
Los Angeles,
California
| – | -$145K | -10,950 | Closed |
|
255
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$27K | -2,067 | Closed |
|
|
SSG
256
Summit Securities Group
New York
| – | -$3K | -200 | Closed |
|
|
S
257
SignatureFD
Atlanta,
Georgia
| – | -$1K | -67 | Closed |
|
MPT Hedge Fund Activity: Q3 2014 in Review
246 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2014, worth a combined $1.62B — down 6.7% from $1.74B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new MPT positions and 11 closed out — a net gain of 13 holders — while 103 added to existing stakes and 81 trimmed.
The largest buyer was Massachusetts Financial Services, adding an estimated $51.1M. The largest seller was Norges Bank, cutting an estimated $18M.
- 246 institutional investors held Medical Properties Trust (MPT) as of Q3 2014, up from 234 in Q2 2014.
- Funds reported $1.62B of Medical Properties Trust stock for Q3 2014, down 6.7% quarter-over-quarter.
- 24 funds opened new Medical Properties Trust positions in Q3 2014 and 11 closed out, a net change of +13 holders.
- The largest Medical Properties Trust buyer in Q3 2014 was Massachusetts Financial Services, an estimated $51.1M added.
- The largest Medical Properties Trust seller in Q3 2014 was Norges Bank, an estimated $18M sold.
Based on aggregated 13F filings for Q3 2014.