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MPT

Medical Properties Trust

372 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.65% less ownership

Funds ownership: 81.12%79.47% (-1.7%)

7% less capital invested

Capital invested by funds: $4.07B → $3.77B (-$302M)

43% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $4.25M

Holders
372
Holders Change
+11
Holders Change %
+3.05%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
143
Reduced
127
Closed
35
Calls
$2.43M
Puts
$4.25M
Net Calls
-$1.82M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
PG
301
PEAK6 Group
Illinois
$135K +$92.1K +7,194 +224%
HNB
302
Huntington National Bank
Ohio
$134K -$5.98K -467 -4%
IAMOG
303
Investors Asset Management of Georgia
Georgia
$130K
IIC
304
Integrated Investment Consultants
Michigan
$126K +$124K +9,711 New
SGAM
305
Smith Group Asset Management
Texas
$108K +$51.6K +4,032 +93%
RCM
306
Radnor Capital Management
Pennsylvania
$104K +$102K +8,000 New
S
307
SignatureFD
Georgia
$102K +$101K +7,881 New
PI
308
PineBridge Investments
New York
$96K +$95K +7,420 New
OWA
309
One Wealth Advisors
California
$90K -$6.08K -475 -7%
WAP
310
Wealthcare Advisory Partners
Pennsylvania
$90K +$26.9K +2,103 +44%
IA
311
IFP Advisors
Florida
$88K
JA
312
JOYN Advisors
Georgia
$88K +$86.8K +6,777 New
RCAG
313
Rehmann Capital Advisory Group
Michigan
$82K +$80.9K +6,323 New
AIL
314
AGF Investments LLC
Ontario, Canada
$66K -$64.7K -5,052 -50%
CCM
315
Covington Capital Management
California
$65K
SPIA
316
Steward Partners Investment Advisory
New York
$56K +$55.9K +4,367 New
MIM
317
Macroview Investment Management
Maryland
$52K -$40.9K -3,195 -44%
PCP
318
Proficio Capital Partners
Massachusetts
$47K +$5.15K +402 +12%
VIA
319
Vantage Investment Advisors
Pennsylvania
$46K
Envestnet Asset Management
320
Envestnet Asset Management
Illinois
$45K -$3.01M -235,006 -99%
RFC
321
Regions Financial Corp
Alabama
$42K +$2.82K +220 +7%
PFA
322
Pathway Financial Advisors
Vermont
$35K
WAM
323
Wealthspire Advisors (Maryland)
Maryland
$33K
WTC
324
WhitTier Trust Company
Nevada
$33K
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$32.8K +$32.3K +2,520 New

MPT Hedge Fund Activity: Q1 2018 in Review

372 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2018, worth a combined $3.77B — down 7.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPT positions and 35 closed out — a net gain of 14 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $51.6M.

  • 372 institutional investors held Medical Properties Trust (MPT) as of Q1 2018, up from 361 in Q4 2017.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 49 funds opened new Medical Properties Trust positions in Q1 2018 and 35 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q1 2018 was Invesco, an estimated $13.7M added.
  • The largest Medical Properties Trust seller in Q1 2018 was Bank of New York Mellon, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2018.