Medical Properties Trust
329 hedge funds and large institutions have $3.6B invested in Medical Properties Trust in 2016 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 164 increasing their positions, 74 reducing their positions, and 53 closing their positions.
122% more repeat investments, than reductions
Existing positions increased: 164 | Existing positions reduced: 74
81% more call options, than puts
Call options by funds: $4.57M | Put options by funds: $2.52M
6.64% more ownership
Funds ownership: 84.72% → 91.36% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 53
3% less funds holding
Funds holding: 339 → 329 (-10)
8% less capital invested
Capital invested by funds: $3.9B → $3.6B (-$297M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FS
Feinberg Stephen
|
+$122M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$75.4M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$66.3M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$58.1M |
| 5 |
Bank of New York Mellon
New York
|
+$39.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$60.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$43.6M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$33.3M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$32.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$29.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GT
376
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$59K | -4,000 | Closed |
|
|
CHP
377
Cable Hill Partners
Portland,
Oregon
| – | -$43K | -3,000 | Closed |
|
|
ARMT
378
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| – | -$33K | -2,208 | Closed |
|
379
Truist Financial
Charlotte,
North Carolina
| – | -$21K | -1,400 | Closed |
|
|
FMA
380
FNY Managed Accounts
New York
| – | -$14.8K | -1,000 | Closed |
|
|
RBC
381
Roble Belko & Company
Sewickley,
Pennsylvania
| – | -$10K | -700 | Closed |
|
|
AIM
382
Acrospire Investment Management
Chicago,
Illinois
| – | -$6K | -417 | Closed |
|
|
LAM
383
Lebenthal Asset Management
New York
| – | -$4K | -280 | Closed |
|
|
JFA
384
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$3K | -207 | Closed |
|
|
S
385
SignatureFD
Atlanta,
Georgia
| – | -$3K | -207 | Closed |
|
|
QI
386
QS Investors
New York
| – | -$1K | -23 | Closed |
|
MPT Hedge Fund Activity: Q4 2016 in Review
329 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2016, worth a combined $3.6B — down 7.6% from $3.9B a quarter earlier.
Sellers outnumbered buyers: 53 funds closed out of MPT and 48 opened new positions — a net loss of 5 holders — while 74 trimmed existing stakes and 164 added.
The largest buyer was Feinberg Stephen, opening a new position worth an estimated $122M. The largest seller was Cohen & Steers, cutting an estimated $60.3M.
- 329 institutional investors held Medical Properties Trust (MPT) as of Q4 2016, down from 339 in Q3 2016.
- Funds reported $3.6B of Medical Properties Trust stock for Q4 2016, down 7.6% quarter-over-quarter.
- 48 funds opened new Medical Properties Trust positions in Q4 2016 and 53 closed out, a net change of -5 holders.
- The largest Medical Properties Trust buyer in Q4 2016 was Feinberg Stephen, an estimated $122M added.
- The largest Medical Properties Trust seller in Q4 2016 was Cohen & Steers, an estimated $60.3M sold.
Based on aggregated 13F filings for Q4 2016.