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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TCM
276
Triumph Capital Management
Colorado
$174K +$35.7K +7,288 +27%
NAM
277
Nissay Asset Management
Japan
$174K -$172K -35,164 -50%
P
278
Pitcairn
Pennsylvania
$171K +$170K +34,800 New
DA
279
Duality Advisers
Florida
$171K -$919K -187,584 -84%
AAS
280
Avantax Advisory Services
Texas
$168K -$17.7K -3,612 -10%
US Bancorp
281
US Bancorp
Minnesota
$166K +$51.6K +10,528 +45%
KAS
282
KPP Advisory Services
Kentucky
$165K +$10K +2,048 +6%
SAM
283
Shell Asset Management
Netherlands
$165K +$24.1K +4,917 +17%
URS
284
Utah Retirement Systems
Utah
$161K +$2.94K +600 +2%
Walleye Trading
285
Walleye Trading
New York
$161K +$161K +32,803 New
ACM
286
Advisors Capital Management
New Jersey
$160K -$9.83M -2,007,365 -98%
RJT
287
Raymond James Trust
Florida
$158K -$27.8K -5,683 -15%
MA
288
Mutual Advisors
Nebraska
$155K -$99.6K -20,347 -39%
ProShare Advisors
289
ProShare Advisors
Maryland
$155K -$3.97K -811 -3%
FC
290
Fulcrum Capital
Washington
$155K +$36.2K +7,400 +31%
ECM
291
Evergreen Capital Management
Washington
$153K +$148K +30,226 New
Allspring Global Investments
292
Allspring Global Investments
North Carolina
$153K -$122K -24,867 -44%
Wealth Enhancement Advisory Services
293
Wealth Enhancement Advisory Services
Minnesota
$151K +$36.9K +7,539 +32%
MML Investors Services
294
MML Investors Services
Massachusetts
$151K -$37.9K -7,746 -20%
HPM
295
Hoxton Planning & Management
West Virginia
$148K +$148K +30,164 New
PFG
296
Prosperity Financial Group
California
$148K +$5.66K +1,155 +4%
AIA
297
Arrow Investment Advisors
Maryland
$147K +$53.2K +10,862 +57%
CCM
298
CAAS Capital Management
New York
$145K +$144K +29,500 New
BRWA
299
B. Riley Wealth Advisors
Florida
$142K -$42.7K -8,714 -24%
SCM
300
Schnieders Capital Management
California
$142K -$386K -78,734 -73%

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.