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MPT

Medical Properties Trust
MPT

339 hedge funds and large institutions have $3.9B invested in Medical Properties Trust in 2016 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 148 increasing their positions, 91 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

174% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 19

101% more call options, than puts

Call options by funds: $6.17M | Put options by funds: $3.07M

63% more repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 91

27% more capital invested

Capital invested by funds: $3.07B → $3.9B (+$828M)

9% more funds holding

Funds holding: 310 → 339 (+29)

0.44% more ownership

Funds ownership: 84.27% → 84.72% (+0.44%)

44% less funds holding in top 10

Funds holding in top 10: 9 → 5 (-4)

Holders
339
Holders Change
+29
Holders Change %
+9.35%
% of All Funds
9.04%
Holding in Top 10
5
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-44.44%
% of All Funds
0.13%
New
52
Increased
148
Reduced
91
Closed
19
Calls
$6.17M
Puts
$3.07M
Net Calls
+$3.09M
Net Calls Change
+$3.94M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$182M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$156M
3
Deutsche Bank
Deutsche Bank
Germany
+$94.5M
4
BC
Brookfield Corp
Ontario, Canada
+$83.9M
5
N
Nuveen
North Carolina
+$48M

Top Sellers

Rank Fund Capital Flow
1
Victory Capital Management
Victory Capital Management
Texas
-$15.9M
2
American Century Companies
American Century Companies
Missouri
-$9.25M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
-$5.58M
4
MGAM
McGowan Group Asset Management
Texas
-$4.04M
5
SCM
Sandler Capital Management
New York
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAS
351
Madden Advisory Services
Florida
– -$260K -17,112 Closed
PP
352
Paloma Partners
Connecticut
– -$250K -16,459 Closed
HW
353
Hancock Whitney
Mississippi
– -$221K -14,535 Closed
CC
354
Cipher Capital
New York
– -$179K -11,791 Closed
BTS
355
BB&T Securities
Virginia
– -$175K -11,515 Closed
WS
356
Wedbush Securities
California
– -$175K -11,507 Closed
CCA
357
Checchi Capital Advisers
California
– -$90K -5,938 Closed
EDRH
358
Edmond de Rothschild Holding
Switzerland
– -$46K -3,000 Closed
EDRS
359
Edmond de Rothschild (Suisse)
Switzerland
– -$46K -3,000 Closed
FNBT
360
FineMark National Bank & Trust
Florida
– -$30K -2,000 Closed
SFFS
361
Stonehage Fleming Financial Services
Jersey
– -$15K -1,000 Closed
AP
362
Advisors Preferred
Maryland
– -$14K -894 Closed
11 12 13 14
15

MPT Hedge Fund Activity: Q3 2016 in Review

339 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2016, worth a combined $3.9B — up 27% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MPT positions and 19 closed out — a net gain of 33 holders — while 148 added to existing stakes and 91 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $182M. The largest seller was Victory Capital Management, cutting an estimated $15.9M.

  • 339 institutional investors held Medical Properties Trust (MPT) as of Q3 2016, up from 310 in Q2 2016.
  • Funds reported $3.9B of Medical Properties Trust stock for Q3 2016, up 27% quarter-over-quarter.
  • 52 funds opened new Medical Properties Trust positions in Q3 2016 and 19 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q3 2016 was Cohen & Steers, an estimated $182M added.
  • The largest Medical Properties Trust seller in Q3 2016 was Victory Capital Management, an estimated $15.9M sold.

Based on aggregated 13F filings for Q3 2016.