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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
SWP
276
Stratos Wealth Partners
Ohio
$362K +$34.3K +2,169 +11%
DIM
277
DC Investments Management
Virginia
$356K +$350K +22,136 New
FCBT
278
First Citizens Bank & Trust
North Carolina
$347K +$2.88K +182 +0.9%
S
279
SignatureFD
Georgia
$339K +$133K +8,410 +66%
FGC
280
Financial Gravity Companies
Texas
$337K +$301K +19,048 New
NGA
281
Naples Global Advisors
Florida
$335K
FEM
282
Fulcrum Equity Management
Texas
$324K +$319K +20,162 New
OI
283
Oakbrook Investments
Illinois
$318K -$47.5K -3,000 -13%
ACM
284
AlphaStar Capital Management
North Carolina
$316K -$33.8K -2,135 -10%
PCMC
285
Paragon Capital Management (Colorado)
Colorado
$297K -$65.4K -4,136 -18%
Kayne Anderson Rudnick Investment Management
286
Kayne Anderson Rudnick Investment Management
California
$297K +$293K +18,499 New
VF
287
Virtu Financial
New York
$291K +$286K +18,085 New
PC
288
Palo Capital
California
$275K
WAM
289
World Asset Management
Michigan
$274K -$19.8K -1,249 -7%
KeyBank National Association
290
KeyBank National Association
Ohio
$273K
SS
291
Simplicity Solutions
Minnesota
$270K +$266K +16,799 New
RJT
292
Raymond James Trust
Florida
$268K +$3.77K +238 +1%
VFA
293
Voya Financial Advisors
Connecticut
$266K +$4.67K +295 +2%
IWC
294
Integrated Wealth Concepts
Massachusetts
$266K +$262K +16,544 New
SMDAM
295
Sumitomo Mitsui DS Asset Management
Japan
$262K
AFA
296
American Financial Advisors
Georgia
$262K +$258K +16,285 New
BTS
297
BB&T Securities
Virginia
$259K -$230K -14,539 -47%
FAAS
298
First Allied Advisory Services
California
$259K -$22.2K -1,403 -8%
MFG
299
Magnus Financial Group
New York
$256K +$252K +15,945 New
GWM
300
Geneos Wealth Management
Colorado
$255K +$26.8K +1,691 +12%

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.