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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
426
Blue Sky Asset Management
Colorado
-$1.09M -73,150 Closed
LMGAM
427
Liberty Mutual Group Asset Management
Massachusetts
-$1.08M -72,631 Closed
Teacher Retirement System of Texas
428
Teacher Retirement System of Texas
Texas
-$641K -42,961 Closed
RCA
429
Rowland Carmichael Advisors
Arizona
-$515K -34,574 Closed
NA
430
NewEdge Advisors
Louisiana
-$440K -29,490 Closed
MML Investors Services
431
MML Investors Services
Massachusetts
-$323K -21,646 Closed
FMBTD
432
First Midwest Bank Trust Division
Illinois
-$312K -20,910 Closed
Toronto Dominion Bank
433
Toronto Dominion Bank
Ontario, Canada
-$261K -17,512 Closed
CCM
434
Cadence Capital Management
Massachusetts
-$257K -17,227 Closed
FCI
435
Financial Counselors Inc
Kansas
-$246K -16,489 Closed
STA
436
Summit Trail Advisors
New York
-$210K -13,843 Closed
CIA
437
Capital Investment Advisors
Georgia
-$191K -12,812 Closed
IWP
438
Icon Wealth Partners
Texas
-$186K -12,505 Closed
PM
439
Parametrica Management
Hong Kong
-$185K -12,426 Closed
AI
440
Atria Investments
North Carolina
-$164K -11,021 Closed
Qube Research & Technologies (QRT)
441
Qube Research & Technologies (QRT)
United Kingdom
-$108K -7,236 Closed
OWA
442
One Wealth Advisors
California
-$101K -6,763 Closed
LA
443
Legacy Advisors
Pennsylvania
-$76K -5,000 Closed
MCM
444
Mainstay Capital Management
Michigan
-$75K -5,000 Closed
SPIA
445
Steward Partners Investment Advisory
New York
-$70K -4,700 Closed
CWM
446
Cornerstone Wealth Management
Missouri
-$200K -2,620 Closed
FL
447
Fort LP
Maryland
-$38K -2,571 Closed
GP
448
Girard Partners
Pennsylvania
-$29K -2,000 Closed
WSTAM
449
Wilbanks Smith & Thomas Asset Management
Virginia
-$14K -952 Closed
BA
450
Ballew Advisors
Mississippi
-$6K -400 Closed

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.