Medical Properties Trust
310 hedge funds and large institutions have $3.07B invested in Medical Properties Trust in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 99 reducing their positions, and 23 closing their positions.
126% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 23
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
22% more capital invested
Capital invested by funds: $2.51B → $3.07B (+$557M)
9% more funds holding
Funds holding: 284 → 310 (+26)
2.24% more ownership
Funds ownership: 82.04% → 84.27% (+2.2%)
7% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 99
29% less call options, than puts
Call options by funds: $2.06M | Put options by funds: $2.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$40.2M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$34.1M |
| 3 |
Northern Trust
Chicago,
Illinois
|
+$19.4M |
| 4 |
LSV Asset Management
Chicago,
Illinois
|
+$19.2M |
| 5 |
TA
Teachers Advisors
New York
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$41.1M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$16.2M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$14.2M |
| 4 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$11.5M |
| 5 |
LCP
Lombardia Capital Partners
Pasadena,
California
|
-$11.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QSS
326
Quantitative Systematic Strategies
Ponte Vedra Beach,
Florida
| – | -$152K | -11,732 | Closed |
|
|
TC
327
TFS Capital
West Chester,
Pennsylvania
| – | -$150K | -11,553 | Closed |
|
|
BGIM
328
Brandywine Global Investment Management
Philadelphia,
Pennsylvania
| – | -$141K | -10,788 | Closed |
|
|
CIA
329
Capital Investment Advisors
Atlanta,
Georgia
| – | -$136K | -10,500 | Closed |
|
|
IGIM
330
I.G. Investment Management
Winnipeg,
Manitoba, Canada
| – | -$88K | -6,772 | Closed |
|
|
DBT
331
Dubuque Bank & Trust
Dubuque,
Iowa
| – | -$31K | -2,400 | Closed |
|
|
SWA
332
Sutton Wealth Advisors
Tampa,
Florida
| – | -$25.4K | -1,954 | Closed |
|
|
KTC
333
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| – | -$18K | -1,392 | Closed |
|
|
WAM
334
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$6K | -500 | Closed |
|
335
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -240 | Closed |
|
MPT Hedge Fund Activity: Q2 2016 in Review
310 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2016, worth a combined $3.07B — up 22% from $2.51B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new MPT positions and 23 closed out — a net gain of 29 holders — while 106 added to existing stakes and 99 trimmed.
The largest buyer was State Street, adding an estimated $40.2M. The largest seller was BlackRock Fund Advisors, cutting an estimated $41.1M.
- 310 institutional investors held Medical Properties Trust (MPT) as of Q2 2016, up from 284 in Q1 2016.
- Funds reported $3.07B of Medical Properties Trust stock for Q2 2016, up 22% quarter-over-quarter.
- 52 funds opened new Medical Properties Trust positions in Q2 2016 and 23 closed out, a net change of +29 holders.
- The largest Medical Properties Trust buyer in Q2 2016 was State Street, an estimated $40.2M added.
- The largest Medical Properties Trust seller in Q2 2016 was BlackRock Fund Advisors, an estimated $41.1M sold.
Based on aggregated 13F filings for Q2 2016.