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MPT

Medical Properties Trust
MPT

629 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 202

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

2% less funds holding

Funds holding: 639 → 629 (-10)

6.24% less ownership

Funds ownership: 81.81% → 75.57% (-6.2%)

32% less capital invested

Capital invested by funds: $5.55B → $3.77B (-$1.79B)

63% less call options, than puts

Call options by funds: $133M | Put options by funds: $362M

Holders
629
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
10.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
87
Increased
255
Reduced
202
Closed
82
Calls
$133M
Puts
$362M
Net Calls
-$229M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
2
BCA
Boundary Creek Advisors
New York
+$23.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
3
SP
Sarasin & Partners
United Kingdom
-$51.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.6M
5
Millennium Management
Millennium Management
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
376
Profund Advisors
Maryland
$177K -$95.8K -8,680 -29%
NYLIM
377
New York Life Investment Management
New York
$175K -$19.5K -1,768 -8%
DCM
378
Dupont Capital Management
Delaware
$173K -$231K -20,896 -50%
MA
379
MONECO Advisors
Connecticut
$173K +$9.33K +845 +4%
RIA
380
RPG Investment Advisory
California
$172K +$231K +20,900 New
MOS
381
MGO One Seven
Ohio
$169K +$227K +20,573 New
SN
382
Sittner & Nelson
Oregon
$169K +$99 +9 +0%
CL
383
COWA LLC
Oklahoma
$169K +$22.1K +2,000 +11%
APG Asset Management
384
APG Asset Management
Netherlands
$169K -$368K -33,321 -60%
LFGH
385
Lee Financial Group Hawaii
Hawaii
$167K +$224K +20,316 New
S
386
SignatureFD
Georgia
$167K -$118K -10,730 -35%
MCM
387
MAI Capital Management
Ohio
$166K +$4.15K +376 +2%
FC
388
Fulcrum Capital
Washington
$164K +$30.9K +2,800 +16%
NW
389
Naviter Wealth
Arkansas
$163K +$212K +19,203 New
CC
390
Commons Capital
Massachusetts
$163K -$27.4K -2,483 -11%
Mackenzie Financial
391
Mackenzie Financial
Ontario, Canada
$162K -$53.9K -4,886 -20%
TCA
392
Transcend Capital Advisors
New Jersey
$160K -$2.13K -193 -1%
FI
393
Fractal Investments
Connecticut
$160K +$215K +19,500 New
CAG
394
Csenge Advisory Group
Florida
$160K +$33.2K +3,011 +18%
MWM
395
Meridian Wealth Management
Kentucky
$159K +$96K +8,696 +82%
SSG
396
Summit Securities Group
New York
$159K +$213K +19,300 New
CA
397
Commerzbank Aktiengesellschaft
Germany
$157K +$78.5K +7,113 +60%
DLG
398
Daniel L. Goodwin
$155K -$1.52M -137,800 -88%
MFG
399
Mendota Financial Group
Wisconsin
$154K +$80.5K +7,287 New
RFC
400
Regions Financial Corp
Alabama
$154K +$5.17K +468 +3%
14 15
16
17 18

MPT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2023, worth a combined $3.77B — down 32% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPT positions and 82 closed out — a net gain of 5 holders — while 255 added to existing stakes and 202 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Principal Financial Group, cutting an estimated $135M.

  • 629 institutional investors held Medical Properties Trust (MPT) as of Q1 2023, down from 639 in Q4 2022.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2023, down 32% quarter-over-quarter.
  • 87 funds opened new Medical Properties Trust positions in Q1 2023 and 82 closed out, a net change of +5 holders.
  • The largest Medical Properties Trust buyer in Q1 2023 was Citadel Advisors, an estimated $31.9M added.
  • The largest Medical Properties Trust seller in Q1 2023 was Principal Financial Group, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.