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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
376
Synovus Financial
Georgia
$43.1K -$5.42K -1,132 -10%
RCI
377
RS Crum Inc
California
$43.1K
NFSG
378
Newbridge Financial Services Group
Florida
$39.9K +$2.58K +539 +6%
IHWM
379
Iron Horse Wealth Management
Iowa
$34.5K +$24K +5,000 +167%
VCM
380
Versant Capital Management
Arizona
$34.4K +$31.1K +6,482 +435%
CFM
381
Catalyst Funds Management
Australia
$33.6K +$37.4K +7,800 New
TAM
382
Tucker Asset Management
Colorado
$31.7K +$29 +6 +0.1%
BTI
383
Blue Trust Inc
Georgia
$31K
Northwestern Mutual Wealth Management
384
Northwestern Mutual Wealth Management
Wisconsin
$27.6K -$16.8K -3,507 -35%
OIA
385
Optimum Investment Advisors
Illinois
$25.9K
SAM
386
Smartleaf Asset Management
Massachusetts
$25.1K +$24.5K +5,119 +1,855%
AWM
387
Avior Wealth Management
Nebraska
$24.3K -$3.38K -706 -11%
CAS
388
Coppell Advisory Solutions
Texas
$24.2K +$26.9K +5,620 New
FFA
389
Farther Finance Advisors
California
$23.1K +$1.74K +364 +7%
Fifth Third Bancorp
390
Fifth Third Bancorp
Ohio
$22.4K -$4.59K -959 -16%
CHA
391
Carmichael Hill & Associates
Maryland
$21.8K
EWA
392
EverSource Wealth Advisors
Alabama
$21.4K -$791 -165 -4%
HNB
393
Huntington National Bank
Ohio
$20K +$1.15K +239 +5%
SIS
394
Sound Income Strategies
Florida
$19.7K -$19.1K -3,982 -47%
QC
395
Quent Capital
New York
$19.4K +$4.21K +878 +24%
MG
396
Mather Group
Illinois
$19.2K +$19.6K +4,095 New
UB
397
UMB Bank
Missouri
$17.5K +$676 +141 +4%
TIM
398
Thompson Investment Management
Wisconsin
$17.2K
TC
399
Torno Capital
Massachusetts
$17.2K +$19.2K +4,000 New
IWP
400
IAG Wealth Partners
Wisconsin
$16.1K +$556 +116 +3%

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.