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MPT

Medical Properties Trust

454 hedge funds and large institutions have $7.38B invested in Medical Properties Trust in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $12.4M

80% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 118

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

31% more capital invested

Capital invested by funds: $5.63B → $7.38B (+$1.75B)

5% more funds holding

Funds holding: 433454 (+21)

2.71% more ownership

Funds ownership: 81.8%84.51% (+2.7%)

Holders
454
Holders Change
+21
Holders Change %
+4.85%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
59
Increased
212
Reduced
118
Closed
37
Calls
$36.9M
Puts
$12.4M
Net Calls
+$24.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
276
B. Riley Wealth Advisors
Florida
$568K +$17.3K +941 +3%
LIA
277
LS Investment Advisors
Michigan
$566K +$43.7K +2,381 +9%
PSF
278
Pacific Sun Financial
California
$559K +$89.1K +4,850 +20%
SC
279
Sepio Capital
Utah
$558K +$524K +28,525 New
SPC
280
Sigma Planning Corp
Michigan
$557K -$9.61K -523 -2%
AL
281
AJO LP
Pennsylvania
$552K +$519K +28,269 New
RIL
282
Rothschild Investment LLC
Illinois
$548K
SCM
283
Sandler Capital Management
New York
$548K
PHK
284
Point72 Hong Kong
Hong Kong
$521K +$490K +26,653 New
SG Americas Securities
285
SG Americas Securities
New York
$520K -$378K -20,577 -44%
MMA
286
Miracle Mile Advisors
California
$520K +$59.2K +3,225 +14%
S
287
SignatureFD
Georgia
$517K -$28.8K -1,566 -6%
FEM
288
Fulcrum Equity Management
Texas
$516K +$16.1K +876 +3%
SCM
289
Shelton Capital Management
Colorado
$504K
BTS
290
BB&T Securities
Virginia
$501K +$14.7K +799 +3%
DIM
291
DC Investments Management
Virginia
$495K -$161K -8,764 -26%
Public Employees Retirement Association of Colorado
292
Public Employees Retirement Association of Colorado
Colorado
$482K
FAAS
293
First Allied Advisory Services
California
$481K +$159K +8,636 +55%
OI
294
Oakbrook Investments
Illinois
$477K +$49.6K +2,700 +12%
BC
295
Brinker Capital
Pennsylvania
$472K +$28.8K +1,566 +7%
NGA
296
Naples Global Advisors
Florida
$470K +$735 +40 +0.2%
MIAN
297
Mariner Independent Advisor Network
Kansas
$460K -$10.9K -594 -2%
CANY
298
Caxton Associates (New York)
New York
$450K -$101K -5,519 -19%
FIM
299
Freedom Investment Management
Connecticut
$450K -$37.9K -2,061 -8%
SCP
300
Syntal Capital Partners
Texas
$436K -$135K -7,361 -25%

MPT Hedge Fund Activity: Q3 2019 in Review

454 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2019, worth a combined $7.38B — up 31% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 37 closed out — a net gain of 22 holders — while 212 added to existing stakes and 118 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $430M. The largest seller was Massachusetts Financial Services, cutting an estimated $163M.

  • 454 institutional investors held Medical Properties Trust (MPT) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $7.38B of Medical Properties Trust stock for Q3 2019, up 31% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2019 and 37 closed out, a net change of +22 holders.
  • The largest Medical Properties Trust buyer in Q3 2019 was Cohen & Steers, an estimated $430M added.
  • The largest Medical Properties Trust seller in Q3 2019 was Massachusetts Financial Services, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.