Medical Properties Trust
366 hedge funds and large institutions have $4B invested in Medical Properties Trust in 2018 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 154 increasing their positions, 114 reducing their positions, and 35 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 154 | Existing positions reduced: 114
26% more call options, than puts
Call options by funds: $4.79M | Put options by funds: $3.8M
6% more capital invested
Capital invested by funds: $3.77B → $4B (+$235M)
1.31% less ownership
Funds ownership: 79.47% → 78.15% (-1.3%)
2% less funds holding
Funds holding: 372 → 366 (-6)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
14% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSV Asset Management
Chicago,
Illinois
|
+$17M |
| 2 |
JP Morgan Chase
New York
|
+$16.3M |
| 3 |
Bank of New York Mellon
New York
|
+$11.1M |
| 4 |
BlackRock
New York
|
+$10.1M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$8.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$41.9M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$39.7M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$33M |
| 4 |
SFM
Systematic Financial Management
Teaneck,
New Jersey
|
-$16.4M |
| 5 |
Russell Investments Group
London,
United Kingdom
|
-$8.51M |
MPT Hedge Fund Activity: Q2 2018 in Review
366 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2018, worth a combined $4B — up 6.2% from $3.77B a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of MPT and 30 opened new positions — a net loss of 5 holders — while 114 trimmed existing stakes and 154 added.
The largest buyer was LSV Asset Management, adding an estimated $17M. The largest seller was Northern Trust, cutting an estimated $41.9M.
- 366 institutional investors held Medical Properties Trust (MPT) as of Q2 2018, down from 372 in Q1 2018.
- Funds reported $4B of Medical Properties Trust stock for Q2 2018, up 6.2% quarter-over-quarter.
- 30 funds opened new Medical Properties Trust positions in Q2 2018 and 35 closed out, a net change of -5 holders.
- The largest Medical Properties Trust buyer in Q2 2018 was LSV Asset Management, an estimated $17M added.
- The largest Medical Properties Trust seller in Q2 2018 was Northern Trust, an estimated $41.9M sold.
Based on aggregated 13F filings for Q2 2018.