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MPT

Medical Properties Trust

454 hedge funds and large institutions have $7.38B invested in Medical Properties Trust in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $12.4M

80% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 118

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

31% more capital invested

Capital invested by funds: $5.63B → $7.38B (+$1.75B)

5% more funds holding

Funds holding: 433454 (+21)

2.71% more ownership

Funds ownership: 81.8%84.51% (+2.7%)

Holders
454
Holders Change
+21
Holders Change %
+4.85%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
59
Increased
212
Reduced
118
Closed
37
Calls
$36.9M
Puts
$12.4M
Net Calls
+$24.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
351
Cetera Advisor Networks
California
$231K -$312 -17 -0.1%
RG
352
Renaissance Group
Kentucky
$226K +$12.3K +671 +6%
DI
353
Diligent Investors
California
$225K
JG
354
Jefferies Group
New York
$208K
Fifth Third Bancorp
355
Fifth Third Bancorp
Ohio
$206K +$122K +6,621 +169%
CG
356
Colony Group
Massachusetts
$204K -$3.05K -166 -2%
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$200K -$9.74K -530 -5%
MAFM
358
Mid Atlantic Financial Management
Pennsylvania
$200K +$188K +10,215 New
IAMOG
359
Investors Asset Management of Georgia
Georgia
$196K
I
360
INVST
Indiana
$193K -$7.02K -382 -4%
IA
361
IFP Advisors
Florida
$192K +$181K +9,847 New
WG
362
Welch Group
Alabama
$189K
SPIA
363
Steward Partners Investment Advisory
New York
$183K +$73.5K +4,000 +74%
NP
364
Ninepoint Partners
Ontario, Canada
$180K +$170K +9,228 New
DekaBank Deutsche Girozentrale
365
DekaBank Deutsche Girozentrale
Germany
$175K +$164K +8,926 New
AIC
366
Ameritas Investment Company
Nebraska
$162K +$152K +8,287 New
RCAG
367
Rehmann Capital Advisory Group
Michigan
$151K -$459 -25 -0.3%
HNB
368
Huntington National Bank
Ohio
$151K -$41.8K -2,273 -23%
OSAM
369
O'Shaughnessy Asset Management
Connecticut
$142K -$37 -2 -0%
ASN
370
Advisory Services Network
Georgia
$130K
AIM
371
Anchor Investment Management
South Carolina
$117K
FL
372
Fort LP
Maryland
$117K +$109K +5,958 New
CFGS
373
Concourse Financial Group Securities
Alabama
$108K -$30.9K -1,682 -23%
SF
374
Synovus Financial
Georgia
$98K
Carson Wealth (CWM LLC)
375
Carson Wealth (CWM LLC)
Nebraska
$96K

MPT Hedge Fund Activity: Q3 2019 in Review

454 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2019, worth a combined $7.38B — up 31% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 37 closed out — a net gain of 22 holders — while 212 added to existing stakes and 118 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $430M. The largest seller was Massachusetts Financial Services, cutting an estimated $163M.

  • 454 institutional investors held Medical Properties Trust (MPT) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $7.38B of Medical Properties Trust stock for Q3 2019, up 31% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2019 and 37 closed out, a net change of +22 holders.
  • The largest Medical Properties Trust buyer in Q3 2019 was Cohen & Steers, an estimated $430M added.
  • The largest Medical Properties Trust seller in Q3 2019 was Massachusetts Financial Services, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.