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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
SIS
376
Sound Income Strategies
Florida
$16K -$9.33K -590 -37%
ARMC
377
American Research & Management Company
Massachusetts
$16K
DSC
378
Duncker Streett & Co
Missouri
$16K
CFG
379
Citizens Financial Group
Rhode Island
$13K +$13.1K +827 New
HWM
380
Holloway Wealth Management
Florida
$12K
CIM
381
Centersquare Investment Management
Pennsylvania
$12K +$11.5K +724 New
CFA
382
Carroll Financial Associates
North Carolina
$12K +$12.2K +770 New
AF
383
Advisornet Financial
Minnesota
$11K
CB
384
Community Bank
New York
$10K -$12.7K -800 -57%
FPFS
385
First Personal Financial Services
North Carolina
$10K -$8.08K -511 -46%
CIAS
386
Capital Investment Advisory Services
North Carolina
$10K +$9.81K +620 New
FHA
387
First Horizon Advisors
Tennessee
$8K
NSIM
388
North Star Investment Management
Illinois
$8K
RFM
389
Royal Fund Management
Florida
$8K
DWM
390
Doyle Wealth Management
Florida
$8K +$7.91K +500 New
WCM
391
WealthBridge Capital Management
Ohio
$8K +$7.91K +500 New
SGAM
392
Smith Group Asset Management
Texas
$7K -$45.9K -2,903 -87%
CAM
393
Cresset Asset Management
Illinois
$7K +$6.44K +407 New
Bessemer Group
394
Bessemer Group
New Jersey
$7K +$6.85K +433 New
IBOK
395
Independence Bank of Kentucky
Kentucky
$6K
FWM
396
Focused Wealth Management
New York
$6K +$6.33K +400 New
RFA
397
Reilly Financial Advisors
California
$6K +$6.33K +400 New
PHK
398
Point72 Hong Kong
Hong Kong
$6K +$6.34K +401 New
MWA
399
Meridian Wealth Advisors
Texas
$5K +$4.75K +300 New
AAMU
400
Amundi Asset Management US
Massachusetts
$4.76K -$865K -54,665 -16%

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.