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MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
JWM
326
Jeppson Wealth Management
California
$396K +$213K +18,336 +107%
SM
327
SG3 Management
Puerto Rico
$390K +$407K +35,000 New
VF
328
Virtu Financial
New York
$387K -$83.2K -7,158 -17%
SOAMC
329
Spirit of America Management Corp
New York
$384K
PCM
330
Penserra Capital Management
California
$372K +$134K +11,538 +53%
Acadian Asset Management
331
Acadian Asset Management
Massachusetts
$370K +$387K +33,311 New
VEA
332
Virtus ETF Advisers
New York
$368K -$829K -71,337 -68%
WS
333
Wedbush Securities
California
$365K -$48.5K -4,171 -11%
IMOV
334
Investment Management of Virginia
Virginia
$364K -$14.5K -1,250 -4%
BCM
335
Bayesian Capital Management
New York
$358K +$373K +32,100 New
NA
336
NewEdge Advisors
Louisiana
$357K +$208K +17,906 +94%
ASFA
337
All Season Financial Advisors
Colorado
$355K +$104K +8,961 +39%
UCFA
338
United Capital Financial Advisors
Texas
$352K -$389K -33,452 -51%
MCM
339
Monument Capital Management
Virginia
$349K -$2.65K -228 -0.7%
RA
340
RFG Advisory
Alabama
$348K +$82.3K +7,076 +35%
WG
341
Welch Group
Alabama
$347K +$64.6K +5,555 +22%
AAS
342
Avantax Advisory Services
Texas
$346K +$32.1K +2,757 +10%
S
343
SignatureFD
Georgia
$346K +$148K +12,757 +70%
EOJOAM
344
E. Ohman J:or Asset Management
Sweden
$340K
CS
345
Capital Square
Tennessee
$338K
SCM
346
Shelton Capital Management
Colorado
$338K -$14.2K -1,223 -4%
WPC
347
White Pine Capital
Minnesota
$337K -$9.3K -800 -3%
PA
348
Profund Advisors
Maryland
$336K +$2.57K +221 +0.7%
LFAS
349
Level Four Advisory Services
Texas
$336K +$351K +30,173 New
Bessemer Group
350
Bessemer Group
New Jersey
$327K +$244K +20,979 +250%

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.