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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
BFEC
326
Benjamin F. Edwards & Company
Missouri
$32K
PGWM
327
Parisi Gray Wealth Management
New Jersey
$28K +$6.09K +476 +28%
ASN
328
Advisory Services Network
Georgia
$26K -$9.2K -719 -27%
AIM
329
Arcadia Investment Management
Michigan
$26K
MA
330
MCF Advisors
Kentucky
$23K -$49K -3,827 -69%
CHC
331
City Holding Co
West Virginia
$21K -$1.73K -135 -8%
Fifth Third Bancorp
332
Fifth Third Bancorp
Ohio
$20K
AIM
333
Advantage Investment Management
Iowa
$19K -$3.2K -250 -15%
PCG
334
Private Capital Group
Connecticut
$19K +$18K +1,405 New
CB
335
Community Bank
New York
$18K
QCG
336
Quadrant Capital Group
Ohio
$18K +$1.23K +96 +6%
FANJ
337
Financial Architects (New Jersey)
New Jersey
$17K
LWCFA
338
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
WEC
339
Winslow Evans & Crocker
Massachusetts
$16.9K +$3.84K +300 +30%
Carson Wealth (CWM LLC)
340
Carson Wealth (CWM LLC)
Nebraska
$14K -$166 -13 -1%
GBBWRPM
341
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$14K
HWM
342
Holloway Wealth Management
Florida
$14K
CFD
343
Creative Financial Designs
Indiana
$14K +$14.2K +1,111 New
Simplex Trading
344
Simplex Trading
Illinois
$13K -$20.8K -1,626 -61%
DSC
345
Duncker Streett & Co
Missouri
$13K -$15.4K -1,200 -55%
ARMC
346
American Research & Management Company
Massachusetts
$13K
CIBC Private Wealth Group
347
CIBC Private Wealth Group
Georgia
$13K
FPFS
348
First Personal Financial Services
North Carolina
$12K +$1.45K +113 +13%
IWM
349
IHT Wealth Management
Illinois
$9K
SIS
350
Sound Income Strategies
Florida
$9K

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.