We are live on ! Find out more
MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SIMG
276
Sonora Investment Management Group
Arizona
$643K -$11.6K -1,000 -2%
LWM
277
LJI Wealth Management
Indiana
$643K +$671K +57,717 New
APG
278
Abacus Planning Group
South Carolina
$630K +$159K +13,649 +32%
DAS
279
Dynamic Advisor Solutions
Arizona
$629K +$229K +19,702 +54%
APP
280
Alpha Paradigm Partners
Illinois
$621K -$2.64K -227 -0.4%
APG Asset Management
281
APG Asset Management
Netherlands
$619K +$409K +35,221 +173%
NMIMC
282
Northwestern Mutual Investment Management Company
Wisconsin
$617K -$362K -31,168 -36%
SAM
283
Securian Asset Management
Minnesota
$612K +$4.01K +345 +0.6%
RJT
284
Raymond James Trust
Florida
$608K +$20.6K +1,772 +3%
SWM
285
Scissortail Wealth Management
Oklahoma
$605K +$582K +50,075 New
SS
286
Sunbelt Securities
Texas
$602K +$354K +30,473 +129%
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$590K -$64.7K -5,564 -10%
CC
288
Cipher Capital
New York
$589K +$615K +52,876 New
JFG
289
Jefferies Financial Group
New York
$582K +$607K +52,200 New
MA
290
Mutual Advisors
Nebraska
$578K +$113K +9,742 +23%
MCM
291
McMillion Capital Management
North Carolina
$565K -$197K -16,980 -25%
AFO
292
Allie Family Office
Florida
$554K +$167K +14,400 +42%
GF
293
Gabelli Funds
New York
$553K +$577K +49,663 New
IIM
294
INTECH Investment Management
Florida
$550K +$24.2K +2,082 +4%
LNC
295
Lincoln National Corp
Pennsylvania
$540K +$250K +21,472 +79%
HighTower Advisors
296
HighTower Advisors
Illinois
$537K -$253K -21,735 -31%
US Bancorp
297
US Bancorp
Minnesota
$535K +$204K +17,587 +58%
BA
298
Bristlecone Advisors
Washington
$530K +$52.1K +4,485 +10%
EI
299
Ethic Inc
New York
$529K +$372K +32,008 +206%
PFO
300
Pathstone Family Office
New Jersey
$525K +$189K +16,247 +50%

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.