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MPT

Medical Properties Trust
MPT

629 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 202

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

2% less funds holding

Funds holding: 639 → 629 (-10)

6.24% less ownership

Funds ownership: 81.81% → 75.57% (-6.2%)

32% less capital invested

Capital invested by funds: $5.55B → $3.77B (-$1.79B)

63% less call options, than puts

Call options by funds: $133M | Put options by funds: $362M

Holders
629
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
10.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
87
Increased
255
Reduced
202
Closed
82
Calls
$133M
Puts
$362M
Net Calls
-$229M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
2
BCA
Boundary Creek Advisors
New York
+$23.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
3
SP
Sarasin & Partners
United Kingdom
-$51.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.6M
5
Millennium Management
Millennium Management
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
251
Dynamic Advisor Solutions
Arizona
$583K +$160K +14,508 +26%
API
252
Advisor Partners II
California
$576K +$616K +55,803 +391%
BCM
253
Bluefin Capital Management
New York
$575K – – –
BWM
254
BerganKDV Wealth Management
Minnesota
$573K +$128K +11,636 +20%
Federated Hermes
255
Federated Hermes
Pennsylvania
$559K -$77.2K -6,996 -9%
BIA
256
Beacon Investment Advisors
Maryland
$553K +$15.6K +1,415 +2%
EF
257
Empowered Funds
Pennsylvania
$552K +$52.9K +4,792 +8%
GWMI
258
Guardian Wealth Management (Illinois)
Illinois
$546K +$77.3K +6,997 +12%
LFAS
259
Level Four Advisory Services
Texas
$546K +$400K +36,260 +120%
SS
260
Sunbelt Securities
Texas
$545K +$151K +13,709 +25%
GFA
261
Gallagher Fiduciary Advisors
Illinois
$542K +$728K +65,942 New
FFP
262
FourThought Financial Partners
Florida
$542K -$164K -14,864 -18%
FA
263
Fagan Associates
New York
$537K -$77 -7 -0%
PAM
264
Panagora Asset Management
Massachusetts
$521K – – –
GIM
265
Guild Investment Management
California
$517K -$11K -1,000 -2%
Impax Asset Management Group
266
Impax Asset Management Group
United Kingdom
$514K – – –
VI
267
Versor Investments
New York
$511K +$687K +62,200 New
VPIM
268
Vanguard Personalized Indexing Management
California
$500K -$992K -89,822 -60%
Wolverine Trading
269
Wolverine Trading
Illinois
$495K +$680K +61,605 New
KeyBank National Association
270
KeyBank National Association
Ohio
$477K – – –
AF
271
Affiance Financial
Minnesota
$470K +$572K +51,821 +958%
VVP
272
Venture Visionary Partners
Ohio
$469K +$630K +57,093 New
CJFS
273
Coulter & Justus Financial Services
Tennessee
$463K +$326K +29,538 +110%
KTA
274
Keeley-Teton Advisors
Illinois
$460K -$201K -18,172 -25%
SAM
275
Securian Asset Management
Minnesota
$448K -$4.44K -402 -0.7%
9 10
11
12 13

MPT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2023, worth a combined $3.77B — down 32% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPT positions and 82 closed out — a net gain of 5 holders — while 255 added to existing stakes and 202 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Principal Financial Group, cutting an estimated $135M.

  • 629 institutional investors held Medical Properties Trust (MPT) as of Q1 2023, down from 639 in Q4 2022.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2023, down 32% quarter-over-quarter.
  • 87 funds opened new Medical Properties Trust positions in Q1 2023 and 82 closed out, a net change of +5 holders.
  • The largest Medical Properties Trust buyer in Q1 2023 was Citadel Advisors, an estimated $31.9M added.
  • The largest Medical Properties Trust seller in Q1 2023 was Principal Financial Group, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.