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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
251
PNC Financial Services Group
Pennsylvania
$533K +$108K +6,856 +26%
Creative Planning
252
Creative Planning
Kansas
$507K -$241K -15,229 -33%
JIP
253
Jaffetilchin Investment Partners
Florida
$505K +$497K +31,418 New
SC
254
Sepio Capital
Utah
$466K +$458K +28,959 New
SLF
255
Sun Life Financial
Ontario, Canada
$458K -$90.5K -5,723 -17%
AIC
256
Ameritas Investment Company
Nebraska
$454K +$447K +28,257 New
RIL
257
Rothschild Investment LLC
Illinois
$450K
BC
258
Brinker Capital
Pennsylvania
$444K -$274K -17,330 -39%
IMOV
259
Investment Management of Virginia
Virginia
$438K -$19.8K -1,250 -4%
LIA
260
LS Investment Advisors
Michigan
$432K +$106K +6,718 +33%
SPC
261
Sigma Planning Corp
Michigan
$429K -$29.8K -1,886 -7%
MIAN
262
Mariner Independent Advisor Network
Kansas
$428K -$18K -1,141 -4%
NAM
263
Nissay Asset Management
Japan
$428K +$13K +824 +3%
HF
264
HRT Financial
New York
$423K +$416K +26,310 New
PA
265
PFG Advisors
Arizona
$419K +$365K +23,065 New
CS
266
Candriam SCA
Luxembourg
$418K +$411K +26,000 New
SCM
267
Shelton Capital Management
Colorado
$414K
PP
268
Paloma Partners
Connecticut
$409K +$119K +7,503 +42%
GC
269
Globeflex Capital
California
$409K +$403K +25,452 New
OIA
270
Optimum Investment Advisors
Illinois
$404K +$71.2K +4,500 +22%
CCIA
271
Campbell & Co Investment Adviser
Maryland
$401K +$140K +8,849 +65%
CBOA
272
Commonwealth Bank of Australia
Australia
$398K
PAM
273
Panagora Asset Management
Massachusetts
$397K
TRCT
274
Tower Research Capital (TRC)
New York
$387K +$125K +7,902 +49%
RMAM
275
Raab & Moskowitz Asset Management
New Jersey
$376K -$62.5K -3,950 -14%

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.