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MPT

Medical Properties Trust

551 hedge funds and large institutions have $2.16B invested in Medical Properties Trust in 2023 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 175 increasing their positions, 206 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 87

2% more funds holding

Funds holding: 541551 (+10)

2.74% less ownership

Funds ownership: 76.09%73.35% (-2.7%)

13% less capital invested

Capital invested by funds: $2.49B → $2.16B (-$326M)

15% less repeat investments, than reductions

Existing positions increased: 175 | Existing positions reduced: 206

32% less call options, than puts

Call options by funds: $93.1M | Put options by funds: $137M

Holders
551
Holders Change
+10
Holders Change %
+1.85%
% of All Funds
8.03%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
104
Increased
175
Reduced
206
Closed
87
Calls
$93.1M
Puts
$137M
Net Calls
-$43.5M
Net Calls Change
+$91.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
326
Panagora Asset Management
Massachusetts
$108K
BCM
327
Bayesian Capital Management
New York
$108K -$191K -39,000 -64%
RIA
328
RPG Investment Advisory
California
$107K +$9.06K +1,850 +9%
AWM
329
Accel Wealth Management
Iowa
$106K +$106K +21,615 New
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$105K +$19.6K +3,993 +23%
CTC
331
Central Trust Company
Missouri
$104K -$7.34K -1,500 -7%
JGC
332
J. Goldman & Co
New York
$104K +$104K +21,184 New
OAM
333
Oppenheimer Asset Management
New York
$104K -$112K -22,799 -52%
RFC
334
Regions Financial Corp
Alabama
$102K +$40.8K +8,333 +67%
Bank Julius Baer & Co
335
Bank Julius Baer & Co
Switzerland
$102K +$78.6K +16,042 +345%
CIA
336
Capital Investment Advisors
Georgia
$101K -$3.55M -724,031 -97%
QCG
337
Quadrant Capital Group
Ohio
$101K +$83.8K +17,107 +498%
KA
338
Kovack Advisors
Florida
$99.8K -$32.4K -6,614 -25%
GWP
339
Gateway Wealth Partners
Wisconsin
$99K +$98.7K +20,154 New
YDMI
340
Y.D. More Investments
Israel
$98.2K +$95.5K +19,500 +3,900%
CC
341
Commons Capital
Massachusetts
$96.5K -$2.17K -444 -2%
CFO
342
Collective Family Office
Pennsylvania
$91.3K -$18.6K -3,800 -17%
IWC
343
Integrated Wealth Concepts
Massachusetts
$91.1K -$7.15K -1,460 -7%
National Bank of Canada
344
National Bank of Canada
Quebec, Canada
$91K -$26.7K -5,456 -23%
MAS
345
Meeder Advisory Services
Ohio
$91K +$18.5K +3,787 +26%
MCM
346
MAI Capital Management
Ohio
$90.9K -$7.38K -1,507 -8%
MLICM
347
Metropolitan Life Insurance Company (MetLife)
New York
$90K -$191 -39 -0.2%
MA
348
MONECO Advisors
Connecticut
$89.5K -$11.9K -2,424 -12%
DWA
349
Delos Wealth Advisors
Texas
$89.4K
CDH
350
Charles D. Hyman
$89K

MPT Hedge Fund Activity: Q4 2023 in Review

551 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2023, worth a combined $2.16B — down 13% from $2.49B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new MPT positions and 87 closed out — a net gain of 17 holders — while 175 added to existing stakes and 206 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $53.4M. The largest seller was Cohen & Steers, cutting an estimated $93.6M.

  • 551 institutional investors held Medical Properties Trust (MPT) as of Q4 2023, up from 541 in Q3 2023.
  • Funds reported $2.16B of Medical Properties Trust stock for Q4 2023, down 13% quarter-over-quarter.
  • 104 funds opened new Medical Properties Trust positions in Q4 2023 and 87 closed out, a net change of +17 holders.
  • The largest Medical Properties Trust buyer in Q4 2023 was Morgan Stanley, an estimated $53.4M added.
  • The largest Medical Properties Trust seller in Q4 2023 was Cohen & Steers, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.