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MPT

Medical Properties Trust

361 hedge funds and large institutions have $4.07B invested in Medical Properties Trust in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 123

9% more funds holding

Funds holding: 331361 (+30)

4% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$139M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.1% less ownership

Funds ownership: 82.22%81.12% (-1.1%)

76% less call options, than puts

Call options by funds: $850K | Put options by funds: $3.57M

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
136
Reduced
123
Closed
26
Calls
$850K
Puts
$3.57M
Net Calls
-$2.72M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
FANJ
326
Financial Architects (New Jersey)
New Jersey
$18K -$4.05K -300 -19%
LWCFA
327
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K -$973 -72 -5%
QCG
328
Quadrant Capital Group
Ohio
$18K
PWM
329
Paulson Wealth Management
Illinois
$17K +$17.1K +1,262 New
TG
330
TLP Group
Illinois
$15K +$500 +37 +3%
Carson Wealth (CWM LLC)
331
Carson Wealth (CWM LLC)
Nebraska
$15K +$4.05K +300 +39%
RFM
332
Royal Fund Management
Florida
$15K +$7.99K +591 +118%
GBBWRPM
333
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$15K +$14.9K +1,100 New
ARMC
334
American Research & Management Company
Massachusetts
$14K
CIBC Private Wealth Group
335
CIBC Private Wealth Group
Georgia
$14K +$13.5K +1,000 New
FFC
336
First Financial Corp
Indiana
$14K +$13.5K +1,000 New
WEC
337
Winslow Evans & Crocker
Massachusetts
$13.8K
HWM
338
Holloway Wealth Management
Florida
$12K
FPFS
339
First Personal Financial Services
North Carolina
$12K +$11.3K +838 New
TRCT
340
Tower Research Capital (TRC)
New York
$11K +$10.7K +795 New
IWM
341
IHT Wealth Management
Illinois
$10K
SIS
342
Sound Income Strategies
Florida
$8K +$8.95K +662 New
FHA
343
First Horizon Advisors
Tennessee
$7K
NSIM
344
North Star Investment Management
Illinois
$7K
Bessemer Group
345
Bessemer Group
New Jersey
$7K +$2.16K +160 +42%
FWM
346
Focused Wealth Management
New York
$6K -$27K -2,000 -83%
TL
347
TrueWealth LLC
Georgia
$6K
WA
348
Waverly Advisors
Alabama
$6K +$5.89K +436 New
PA
349
Parallel Advisors
California
$5K
EFSCE
350
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$3.12K -231 -41%

MPT Hedge Fund Activity: Q4 2017 in Review

361 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2017, worth a combined $4.07B — up 3.5% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 26 closed out — a net gain of 33 holders — while 136 added to existing stakes and 123 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $37.9M. The largest seller was Nuveen, cutting an estimated $41.9M.

  • 361 institutional investors held Medical Properties Trust (MPT) as of Q4 2017, up from 331 in Q3 2017.
  • Funds reported $4.07B of Medical Properties Trust stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q4 2017 and 26 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q4 2017 was LSV Asset Management, an estimated $37.9M added.
  • The largest Medical Properties Trust seller in Q4 2017 was Nuveen, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2017.