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MPT

Medical Properties Trust

234 hedge funds and large institutions have $1.74B invested in Medical Properties Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 72

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.69B → $1.74B (+$45.4M)

2.07% less ownership

Funds ownership: 78.29%76.22% (-2.1%)

4% less funds holding

Funds holding: 244234 (-10)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

52% less call options, than puts

Call options by funds: $707K | Put options by funds: $1.46M

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
112
Reduced
72
Closed
22
Calls
$707K
Puts
$1.46M
Net Calls
-$755K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Edge Asset Management
Washington
$15.3M +$2.85M +214,619 +23%
N
27
Nuveen
North Carolina
$14.9M +$993K +74,789 +7%
Massachusetts Financial Services
28
Massachusetts Financial Services
Massachusetts
$14M +$706K +53,164 +5%
RFC
29
Russell Frank Company
Washington
$13.8M +$4.87M +366,450 +55%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$13.3M -$518K -39,044 -4%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$12.5M +$1.52M +114,644 +14%
Bank of America
32
Bank of America
North Carolina
$11.3M -$46.8K -3,525 -0.4%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$11.2M +$11.2M +843,003 New
BGIM
34
Brandywine Global Investment Management
Pennsylvania
$10.5M +$1.88M +141,555 +22%
TCIM
35
TIAA CREF Investment Management
New York
$10.5M +$350K +26,367 +3%
GXMC
36
Global X Management Company
New York
$10.2M +$1.68M +126,583 +20%
Ameriprise
37
Ameriprise
Minnesota
$9.68M +$530K +39,926 +6%
American Century Companies
38
American Century Companies
Missouri
$9.31M +$1.71M +128,634 +22%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$9.2M -$261K -19,646 -3%
LCM
40
LVM Capital Management
Michigan
$8.76M +$60.7K +4,575 +0.7%
BIM
41
BlackRock Investment Management
Delaware
$8.45M -$132K -9,968 -2%
TA
42
Teachers Advisors
New York
$8.3M -$57.2K -4,308 -0.7%
ACM
43
Advisors Capital Management
New Jersey
$7.67M -$2.89M -217,658 -27%
Goldman Sachs
44
Goldman Sachs
New York
$7.27M -$309K -23,267 -4%
Asset Management One
45
Asset Management One
Japan
$7.19M -$156K -11,719 -2%
Invesco
46
Invesco
Georgia
$6.92M +$704K +53,001 +11%
First Trust Advisors
47
First Trust Advisors
Illinois
$6.68M +$188K +14,179 +3%
CM
48
Churchill Management
California
$6.3M +$6.32M +475,775 New
Charles Schwab
49
Charles Schwab
California
$6.11M +$359K +27,039 +6%
FIMG
50
Financial & Investment Management Group
Michigan
$6.02M +$228K +17,190 +4%

MPT Hedge Fund Activity: Q2 2014 in Review

234 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2014, worth a combined $1.74B — up 2.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MPT and 12 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $18M. The largest seller was Suntrust Banks, cutting an estimated $32.2M.

  • 234 institutional investors held Medical Properties Trust (MPT) as of Q2 2014, down from 244 in Q1 2014.
  • Funds reported $1.74B of Medical Properties Trust stock for Q2 2014, up 2.7% quarter-over-quarter.
  • 12 funds opened new Medical Properties Trust positions in Q2 2014 and 22 closed out, a net change of -10 holders.
  • The largest Medical Properties Trust buyer in Q2 2014 was Norges Bank, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q2 2014 was Suntrust Banks, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2014.