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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
FFG
326
Fortem Financial Group
California
$180K +$177K +11,182 New
MAFM
327
Mid Atlantic Financial Management
Pennsylvania
$171K +$169K +10,658 New
I
328
INVST
Indiana
$170K
CI
329
Cigna Investments
Connecticut
$165K -$5.96K -377 -4%
HNB
330
Huntington National Bank
Ohio
$161K
IAMOG
331
Investors Asset Management of Georgia
Georgia
$161K
CFS
332
CRA Financial Services
New Jersey
$161K +$158K +10,000 New
WAP
333
Wealthcare Advisory Partners
Pennsylvania
$149K -$4.75K -300 -3%
RCAG
334
Rehmann Capital Advisory Group
Michigan
$130K +$8.42K +532 +7%
ASN
335
Advisory Services Network
Georgia
$122K +$95.5K +6,036 +396%
IA
336
IFP Advisors
Florida
$107K +$8.84K +559 +9%
CFGS
337
Concourse Financial Group Securities
Alabama
$107K +$80.9K +5,117 +354%
Nordea Investment Management
338
Nordea Investment Management
Sweden
$95K +$93.3K +5,901 New
NIT
339
NumerixS Investment Technologies
British Columbia, Canada
$86K +$80.7K +5,100 +1,700%
FHB
340
First Hawaiian Bank
Hawaii
$81K
CFD
341
Creative Financial Designs
Indiana
$76K -$5.16K -326 -6%
PI
342
PineBridge Investments
New York
$76K
VFA
343
Valeo Financial Advisors
Indiana
$69K -$72.8K -4,600 -52%
W
344
WealthOne
New York
$68K +$66.4K +4,200 New
PA
345
Parallel Advisors
California
$60K +$10.7K +679 +22%
JA
346
JOYN Advisors
Georgia
$55K -$2.48K -157 -4%
WAM
347
Wealthspire Advisors (Maryland)
Maryland
$55K
QCIG
348
Quad-Cities Investment Group
Iowa
$53K +$680 +43 +1%
WTC
349
WhitTier Trust Company
Nevada
$53K +$13K +822 +33%
BFEC
350
Benjamin F. Edwards & Company
Missouri
$49K +$3.43K +217 +8%

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.