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MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
376
Phillips Wealth Planners
Mississippi
$263K +$249K +21,382 New
GWM
377
Geneos Wealth Management
Colorado
$258K +$7.39K +636 +3%
NYLIM
378
New York Life Investment Management
New York
$257K +$20.5K +1,761 +8%
SBIA
379
Sheaff Brock Investment Advisors
Indiana
$256K +$32.7K +2,810 +14%
NB
380
Norinchukin Bank
Japan
$255K +$37.7K +3,247 +17%
AC
381
Allstate Corporation
Illinois
$253K -$175K -15,041 -40%
AIM
382
Allstate Investment Management
Illinois
$253K +$264K +22,672 New
Nomura Holdings
383
Nomura Holdings
Japan
$251K +$262K +22,514 New
SIC
384
Samalin Investment Counsel
New York
$250K +$84.1K +7,233 +47%
CC
385
Commons Capital
Massachusetts
$249K +$1.52K +131 +0.6%
BWA
386
BDO Wealth Advisors
Florida
$246K -$88.6K -7,621 -26%
LWAC
387
Laurel Wealth Advisors (California)
California
$246K +$257K +22,091 New
BFM
388
Boothbay Fund Management
New York
$244K +$255K +21,942 New
HG
389
Herbst Group
Connecticut
$243K
SAA
390
Southeast Asset Advisors
Georgia
$241K +$6.04K +520 +2%
II
391
Inspire Investing
Idaho
$236K +$43.4K +3,729 +21%
VIA
392
Vident Investment Advisory
Georgia
$234K +$245K +21,039 New
RBC
393
Romano Brothers & Co
Illinois
$231K +$241K +20,700 New
OTL
394
Oak Thistle LLC
New York
$231K +$241K +20,696 New
SN
395
Sittner & Nelson
Oregon
$229K +$87.3K +7,510 +58%
MA
396
MONECO Advisors
Connecticut
$226K +$62.8K +5,402 +36%
MCM
397
MAI Capital Management
Ohio
$220K +$95.3K +8,197 +71%
TCA
398
Transcend Capital Advisors
New Jersey
$220K +$4.99K +429 +2%
MGP
399
Metis Global Partners
California
$217K +$35.3K +3,036 +18%
EGM
400
Engineers Gate Manager
New York
$214K +$224K +19,247 New

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.