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MPT

Medical Properties Trust

219 hedge funds and large institutions have $1.42B invested in Medical Properties Trust in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 57

36% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.82M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1.01% more ownership

Funds ownership: 71.75%72.76% (+1%)

1% more funds holding

Funds holding: 217219 (+2)

8% less capital invested

Capital invested by funds: $1.54B → $1.42B (-$126M)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
33
Increased
98
Reduced
57
Closed
27
Calls
$2.47M
Puts
$1.82M
Net Calls
+$650K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
RFC
26
Russell Frank Company
Washington
$12.4M +$5.92M +443,623 +77%
Deutsche Bank
27
Deutsche Bank
Germany
$12M -$17.2M -1,289,020 -57%
SAMC
28
Shinko Asset Management Company
Japan
$10.1M +$4.01K +300 +0%
Bank of America
29
Bank of America
North Carolina
$9.89M -$1.93M -144,181 -15%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$9.79M +$1.89M +141,700 +21%
TCIM
31
TIAA CREF Investment Management
New York
$9.35M +$298K +22,314 +3%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$9.16M +$1.34M +100,191 +15%
NTCOC
33
Northern Trust Company of Connecticut
Connecticut
$8.59M +$2.31M +172,972 +32%
ACM
34
Advisors Capital Management
New Jersey
$8.53M +$400K +29,950 +4%
Robeco Institutional Asset Management
35
Robeco Institutional Asset Management
Netherlands
$8.27M
BIM
36
BlackRock Investment Management
Delaware
$7.88M +$662K +49,574 +8%
TA
37
Teachers Advisors
New York
$7.63M +$534K +39,972 +7%
LCM
38
LVM Capital Management
Michigan
$7.57M +$2.14M +160,620 +35%
Ameriprise
39
Ameriprise
Minnesota
$7.52M +$600K +44,929 +8%
Asset Management One
40
Asset Management One
Japan
$7.22M +$21.3K +1,596 +0.3%
U
41
UBS
Switzerland
$6.75M -$887K -66,434 -11%
WI
42
WBI Investments
New Jersey
$6.62M +$7.26M +543,801 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$6.27M +$2.91M +218,154 +73%
Goldman Sachs
44
Goldman Sachs
New York
$6.26M +$1.34M +100,232 +24%
GXMC
45
Global X Management Company
New York
$6.1M +$576K +43,134 +9%
EAM
46
Edge Asset Management
Washington
$6.04M +$3.5M +262,262 +132%
JP Morgan Chase
47
JP Morgan Chase
New York
$5.85M -$732K -54,850 -10%
SO
48
STRS Ohio
Ohio
$5.84M +$272K +20,373 +4%
American Century Companies
49
American Century Companies
Missouri
$5.71M +$6.27M +469,597 New
FM
50
Forward Management
California
$5.43M +$5.96M +446,500 New

MPT Hedge Fund Activity: Q3 2013 in Review

219 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2013, worth a combined $1.42B — down 8.1% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MPT positions and 27 closed out — a net gain of 6 holders — while 98 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.7M. The largest seller was Jennison Associates, exiting entirely with an estimated $17.8M sold.

  • 219 institutional investors held Medical Properties Trust (MPT) as of Q3 2013, up from 217 in Q2 2013.
  • Funds reported $1.42B of Medical Properties Trust stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 33 funds opened new Medical Properties Trust positions in Q3 2013 and 27 closed out, a net change of +6 holders.
  • The largest Medical Properties Trust buyer in Q3 2013 was Vanguard Group, an estimated $18.7M added.
  • The largest Medical Properties Trust seller in Q3 2013 was Jennison Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2013.