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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
NL
351
NVWM LLC
Pennsylvania
$49K +$47.9K +3,025 New
Fifth Third Bancorp
352
Fifth Third Bancorp
Ohio
$46K +$6.53K +413 +17%
Victory Capital Management
353
Victory Capital Management
Texas
$45K +$44.7K +2,826 New
APA
354
American Portfolios Advisors
New York
$43.9K -$383K -24,187 -90%
MPWT
355
MassMutual Private Wealth & Trust
Connecticut
$40.5K
MIM
356
Macroview Investment Management
Maryland
$40K
WEC
357
Winslow Evans & Crocker
Massachusetts
$36K +$7.91K +500 +29%
PCP
358
Proficio Capital Partners
Massachusetts
$35K -$22.7K -1,433 -39%
AIL
359
AGF Investments LLC
Ontario, Canada
$35K -$16.5K -1,044 -33%
PGWM
360
Parisi Gray Wealth Management
New Jersey
$35K
AIM
361
Arcadia Investment Management
Michigan
$32K
LWANC
362
Laurel Wealth Advisors (North Carolina)
North Carolina
$32K +$31.6K +2,000 New
VLKIM
363
Van Lanschot Kempen Investment Management
Netherlands
$30K -$1.36M -86,209 -98%
BAMCO Inc
364
BAMCO Inc
New York
$27K +$27K +1,706 New
CHC
365
City Holding Co
West Virginia
$26K
Simplex Trading
366
Simplex Trading
Illinois
$26K +$26.4K +1,672 New
AIM
367
Advantage Investment Management
Iowa
$23K
PCG
368
Private Capital Group
Connecticut
$23K
LWCFA
369
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21K
Carson Wealth (CWM LLC)
370
Carson Wealth (CWM LLC)
Nebraska
$21K +$1.3K +82 +7%
OFW
371
Omnia Family Wealth
Florida
$19K +$13.5K +853 +301%
FCA
372
FinTrust Capital Advisors
South Carolina
$19K +$18.5K +1,169 New
QCG
373
Quadrant Capital Group
Ohio
$18K
PRC
374
Pearl River Capital
Michigan
$18K +$17.4K +1,100 New
FANJ
375
Financial Architects (New Jersey)
New Jersey
$17K

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.