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MPT

Medical Properties Trust

361 hedge funds and large institutions have $4.07B invested in Medical Properties Trust in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 123

9% more funds holding

Funds holding: 331361 (+30)

4% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$139M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.1% less ownership

Funds ownership: 82.22%81.12% (-1.1%)

76% less call options, than puts

Call options by funds: $850K | Put options by funds: $3.57M

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
136
Reduced
123
Closed
26
Calls
$850K
Puts
$3.57M
Net Calls
-$2.72M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
GKIM
251
GW&K Investment Management
Massachusetts
$242K +$26.4K +1,950 +12%
MML Investors Services
252
MML Investors Services
Massachusetts
$238K +$233K +17,249 New
AIP
253
Ahrens Investment Partners
Louisiana
$233K -$10.8K -800 -5%
VFA
254
Voya Financial Advisors
Connecticut
$233K +$26.1K +1,934 +13%
KIA
255
KCM Investment Advisors
California
$220K -$13.4K -990 -6%
CA
256
Cetera Advisors
Colorado
$215K -$17.4K -1,287 -8%
COI
257
Connable Office Inc
Michigan
$213K
OI
258
Oakbrook Investments
Illinois
$212K -$5.41K -400 -3%
MCM
259
McMillion Capital Management
North Carolina
$206K +$61.2K +4,525 +43%
QI
260
QS Investors
New York
$205K
KA
261
Kovack Advisors
Florida
$195K +$191K +14,120 New
N
262
Natixis
France
$192K -$142K -10,538 -43%
LC
263
Lourd Capital
California
$184K +$180K +13,325 New
VFA
264
Valeo Financial Advisors
Indiana
$183K -$36.3K -2,684 -17%
SAA
265
Southeast Asset Advisors
Georgia
$183K +$3.22K +238 +2%
CI
266
Cigna Investments
Connecticut
$177K -$6.76K -500 -4%
CIBC Asset Management
267
CIBC Asset Management
Ontario, Canada
$176K
TCM
268
Tradition Capital Management
New Jersey
$174K -$41.4K -3,064 -19%
GWM
269
Geneos Wealth Management
Colorado
$173K +$78.4K +5,800 +85%
WS
270
Wedbush Securities
California
$171K -$16.2K -1,197 -9%
Northwestern Mutual Wealth Management
271
Northwestern Mutual Wealth Management
Wisconsin
$170K +$122K +9,059 +274%
BRWA
272
B. Riley Wealth Advisors
Florida
$167K -$31.4K -2,320 -16%
CIA
273
Capital Investment Advisors
Georgia
$167K
DI
274
Diligent Investors
California
$166K -$2.56K -189 -2%
SMH
275
Sanders Morris Harris
Texas
$166K

MPT Hedge Fund Activity: Q4 2017 in Review

361 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2017, worth a combined $4.07B — up 3.5% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 26 closed out — a net gain of 33 holders — while 136 added to existing stakes and 123 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $37.9M. The largest seller was Nuveen, cutting an estimated $41.9M.

  • 361 institutional investors held Medical Properties Trust (MPT) as of Q4 2017, up from 331 in Q3 2017.
  • Funds reported $4.07B of Medical Properties Trust stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q4 2017 and 26 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q4 2017 was LSV Asset Management, an estimated $37.9M added.
  • The largest Medical Properties Trust seller in Q4 2017 was Nuveen, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2017.