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MPT

Medical Properties Trust

454 hedge funds and large institutions have $7.38B invested in Medical Properties Trust in 2019 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 212 increasing their positions, 118 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

198% more call options, than puts

Call options by funds: $36.9M | Put options by funds: $12.4M

80% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 118

75% more funds holding in top 10

Funds holding in top 10: 47 (+3)

59% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 37

31% more capital invested

Capital invested by funds: $5.63B → $7.38B (+$1.75B)

5% more funds holding

Funds holding: 433454 (+21)

2.71% more ownership

Funds ownership: 81.8%84.51% (+2.7%)

Holders
454
Holders Change
+21
Holders Change %
+4.85%
% of All Funds
9.95%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.15%
New
59
Increased
212
Reduced
118
Closed
37
Calls
$36.9M
Puts
$12.4M
Net Calls
+$24.5M
Net Calls Change
+$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
401
MassMutual Private Wealth & Trust
Connecticut
$30K
FCA
402
FinTrust Capital Advisors
South Carolina
$29K +$27.4K +1,492 New
NIT
403
NumerixS Investment Technologies
British Columbia, Canada
$29K +$27.6K +1,500 New
AIM
404
Advantage Investment Management
Iowa
$28K
RIA
405
Realta Investment Advisors
Delaware
$25K -$2.31K -126 -9%
LWCFA
406
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K
CIA
407
CSat Investment Advisory
Michigan
$25K +$4.06K +221 +21%
QCG
408
Quadrant Capital Group
Ohio
$24K
CHC
409
City Holding Co
West Virginia
$23K
EIM
410
Essex Investment Management
Massachusetts
$23K
TAIM
411
TD Ameritrade Investment Management
Nebraska
$22K -$17.5K -952 -46%
HWM
412
Holloway Wealth Management
Florida
$22K
NFG
413
Next Financial Group
Texas
$22K
CFB
414
Cullen/Frost Bankers
Texas
$21K -$14K -760 -41%
RFM
415
Royal Fund Management
Florida
$21K +$11.4K +619 +124%
TFGT
416
TS Financial Group (TSFG)
Illinois
$16K +$14.7K +800 New
PCIA
417
Prime Capital Investment Advisors
Kansas
$15K +$14.3K +780 New
HR
418
Howe & Rusling
New York
$14K +$12.9K +700 New
AF
419
Advisornet Financial
Minnesota
$13K
BAMCO Inc
420
BAMCO Inc
New York
$12K
ClearBridge Investments
421
ClearBridge Investments
New York
$12K +$11K +600 New
ARMC
422
American Research & Management Company
Massachusetts
$10K -$9.19K -500 -50%
BCA
423
Berman Capital Advisors
Georgia
$10K -$459 -25 -4%
BWL
424
Bogart Wealth LLC
Virginia
$10K
FHA
425
First Horizon Advisors
Tennessee
$10K

MPT Hedge Fund Activity: Q3 2019 in Review

454 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2019, worth a combined $7.38B — up 31% from $5.63B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 37 closed out — a net gain of 22 holders — while 212 added to existing stakes and 118 trimmed.

The largest buyer was Cohen & Steers, opening a new position worth an estimated $430M. The largest seller was Massachusetts Financial Services, cutting an estimated $163M.

  • 454 institutional investors held Medical Properties Trust (MPT) as of Q3 2019, up from 433 in Q2 2019.
  • Funds reported $7.38B of Medical Properties Trust stock for Q3 2019, up 31% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q3 2019 and 37 closed out, a net change of +22 holders.
  • The largest Medical Properties Trust buyer in Q3 2019 was Cohen & Steers, an estimated $430M added.
  • The largest Medical Properties Trust seller in Q3 2019 was Massachusetts Financial Services, an estimated $163M sold.

Based on aggregated 13F filings for Q3 2019.