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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
NA
251
Neuburgh Advisers
California
$269K +$137K +10,296 +97%
CIBC World Market
252
CIBC World Market
Ontario, Canada
$264K +$273K +20,521 New
PCMC
253
Paragon Capital Management (Colorado)
Colorado
$260K +$99.1K +7,443 +58%
AW
254
ACG Wealth
Georgia
$252K
WS
255
Wedbush Securities
California
$252K +$65.2K +4,895 +33%
AIA
256
Affinity Investment Advisors
California
$248K -$1.89K -142 -0.7%
OIA
257
Optimum Investment Advisors
Illinois
$244K +$253K +18,980 New
N
258
Natixis
France
$238K -$169K -12,680 -41%
AIP
259
Ahrens Investment Partners
Louisiana
$228K -$192K -14,400 -45%
KIA
260
KCM Investment Advisors
California
$218K
ICOA
261
Investment Centers of America
North Dakota
$207K -$48.1K -3,611 -18%
CG
262
Clinton Group
New York
$207K +$214K +16,107 New
COI
263
Connable Office Inc
Michigan
$199K
OI
264
Oakbrook Investments
Illinois
$199K +$51.3K +3,850 +33%
MF
265
Magnetar Financial
Illinois
$199K +$206K +15,490 New
GKIM
266
GW&K Investment Management
Massachusetts
$197K +$50.9K +3,825 +33%
MCIM
267
Meadow Creek Investment Management
Georgia
$195K +$99.7K +7,488 +97%
KBC Group
268
KBC Group
Belgium
$192K -$1.97M -148,002 -91%
QI
269
QS Investors
New York
$192K
VFA
270
Voya Financial Advisors
Connecticut
$183K -$240 -18 -0.1%
Allianz Asset Management
271
Allianz Asset Management
Germany
$176K -$395K -29,690 -68%
CI
272
Cigna Investments
Connecticut
$174K +$12.4K +934 +8%
CA
273
Cetera Advisors
Colorado
$171K +$178K +13,335 New
RCA
274
Rowland Carmichael Advisors
Arizona
$167K +$13.3K +1,000 +8%
SAA
275
Southeast Asset Advisors
Georgia
$165K +$2.88K +216 +2%

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.