We are live on ! Find out more
MPT

Medical Properties Trust

344 hedge funds and large institutions have $3.97B invested in Medical Properties Trust in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

93% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 86

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $3.72B → $3.97B (+$243M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.2% less ownership

Funds ownership: 89.85%84.65% (-5.2%)

41% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $5.57M

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
8.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
53
Increased
166
Reduced
86
Closed
23
Calls
$3.3M
Puts
$5.57M
Net Calls
-$2.27M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
26
AllianceBernstein
Tennessee
$25.6M -$5.88M -441,567 -18%
Bank of America
27
Bank of America
North Carolina
$23.4M -$2.75M -206,411 -10%
Charles Schwab
28
Charles Schwab
California
$22M -$2.72M -204,593 -11%
ZP
29
Zimmer Partners
New York
$21.2M +$21.9M +1,647,500 New
Russell Investments Group
30
Russell Investments Group
United Kingdom
$20.6M +$732K +54,947 +4%
Ameriprise
31
Ameriprise
Minnesota
$18.1M +$2.56M +192,147 +16%
TA
32
Teachers Advisors
New York
$17.7M -$9.37M -703,603 -34%
B
33
Barings
North Carolina
$16.7M +$17.3M +1,299,326 New
SCM
34
Sterling Capital Management
North Carolina
$16.2M -$2.13M -160,000 -11%
Balyasny Asset Management
35
Balyasny Asset Management
Illinois
$15.7M +$16.3M +1,220,715 New
Skandinaviska Enskilda Banken (SEB)
36
Skandinaviska Enskilda Banken (SEB)
Sweden
$15.7M
KCM
37
Kennedy Capital Management
Missouri
$15.6M -$8.4M -630,645 -34%
NFA
38
Nationwide Fund Advisors
Ohio
$15.2M -$7.3M -547,954 -32%
TCIM
39
TIAA CREF Investment Management
New York
$14.8M +$2.81M +211,062 +23%
CS
40
Credit Suisse
Switzerland
$14.4M +$1.56M +117,428 +12%
Legal & General Group
41
Legal & General Group
United Kingdom
$14.2M +$2.85M +214,041 +24%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$14.1M +$10.5M +786,569 +254%
FPC
43
Falcon Point Capital
California
$13.6M +$1.93M +144,922 +16%
PPA
44
Parametric Portfolio Associates
Washington
$13.4M +$3.77M +282,826 +37%
TCM
45
Tekla Capital Management
Massachusetts
$13M
Citadel Advisors
46
Citadel Advisors
Florida
$12.9M +$12.6M +942,740 +1,516%
RJA
47
Raymond James & Associates
Florida
$12.8M +$1.29M +96,645 +11%
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$12.6M +$13.1M +980,854 New
Invesco
49
Invesco
Georgia
$12.3M +$2.34M +175,807 +23%
American Century Companies
50
American Century Companies
Missouri
$11.1M -$2.13M -160,336 -16%

MPT Hedge Fund Activity: Q2 2017 in Review

344 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2017, worth a combined $3.97B — up 6.5% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MPT positions and 23 closed out — a net gain of 30 holders — while 166 added to existing stakes and 86 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $92.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.6M sold.

  • 344 institutional investors held Medical Properties Trust (MPT) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.97B of Medical Properties Trust stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 53 funds opened new Medical Properties Trust positions in Q2 2017 and 23 closed out, a net change of +30 holders.
  • The largest Medical Properties Trust buyer in Q2 2017 was Principal Financial Group, an estimated $92.9M added.
  • The largest Medical Properties Trust seller in Q2 2017 was Cohen & Steers, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2017.