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MPT

Medical Properties Trust
MPT

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: 361 → 372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.35M
3
BlackRock
BlackRock
New York
+$8.1M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.37M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.32M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$36.6M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$14.2M
4
TA
Teachers Advisors
New York
-$7.99M
5
Prudential Financial
Prudential Financial
New Jersey
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
351
Washington Trust Bank
Washington
$8K +$8.12K +634 New
FHA
352
First Horizon Advisors
Tennessee
$7K – – –
RFM
353
Royal Fund Management
Florida
$6K -$7.57K -591 -54%
NSIM
354
North Star Investment Management
Illinois
$6K – – –
FWM
355
Focused Wealth Management
New York
$5K – – –
PA
356
Parallel Advisors
California
$4K – – –
SP
357
SWS Partners
Ohio
$4K – – –
VCM
358
Virtue Capital Management
Tennessee
$4K +$3.84K +300 New
PFBT
359
Parkside Financial Bank & Trust
Missouri
$3K – – –
ML
360
McAdam LLC
Pennsylvania
$3K +$2.51K +196 New
Bessemer Group
361
Bessemer Group
New Jersey
$2K -$4.83K -377 -70%
EFSCE
362
Enterprise Financial Services Corp (EFSC)
Missouri
$2K -$1.96K -153 -47%
GAM
363
Gemmer Asset Management
California
$2K -$960 -75 -33%
BBHC
364
Brown Brothers Harriman & Co
New York
$2K -$358 -28 -18%
HR
365
Howe & Rusling
New York
$2K – – –
PFSC
366
Peoples Financial Services Corp
Pennsylvania
$2K – – –
VCM
367
Versant Capital Management
Arizona
$2K – – –
LA
368
Legacy Advisors
Pennsylvania
$2K +$1.54K +120 New
DBT
369
Dubuque Bank & Trust
Iowa
$2K +$1.65K +129 New
RFA
370
Reilly Financial Advisors
California
$1K – – –
RCG
371
Ruggie Capital Group
Florida
$1K +$653 +51 New
CAW
372
Cornerstone Advisors (Washington)
Washington
$1K +$1.05K +82 New
CG
373
Cutler Group
California
$1K +$1.28K +100 New
FA
374
Fagan Associates
New York
$682 -$33.6K -2,623 -5%
QIM
375
Quantitative Investment Management
Virginia
– -$4.17M -302,600 Closed
13 14
15
16 17

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.