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MPT

Medical Properties Trust

361 hedge funds and large institutions have $4.07B invested in Medical Properties Trust in 2017 Q4 according to their latest regulatory filings, with 59 funds opening new positions, 136 increasing their positions, 123 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 26

11% more repeat investments, than reductions

Existing positions increased: 136 | Existing positions reduced: 123

9% more funds holding

Funds holding: 331361 (+30)

4% more capital invested

Capital invested by funds: $3.93B → $4.07B (+$139M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.1% less ownership

Funds ownership: 82.22%81.12% (-1.1%)

76% less call options, than puts

Call options by funds: $850K | Put options by funds: $3.57M

Holders
361
Holders Change
+30
Holders Change %
+9.06%
% of All Funds
8.19%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
59
Increased
136
Reduced
123
Closed
26
Calls
$850K
Puts
$3.57M
Net Calls
-$2.72M
Net Calls Change
+$1.97M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$20.3M -$2.75M -203,651 -12%
Ameriprise
27
Ameriprise
Minnesota
$18.8M -$1.08M -79,658 -6%
Legal & General Group
28
Legal & General Group
United Kingdom
$18.5M +$1.46M +108,130 +9%
SCM
29
Sterling Capital Management
North Carolina
$18.4M +$787K +58,254 +5%
B
30
Barings
North Carolina
$17.2M -$219K -16,170 -1%
Skandinaviska Enskilda Banken (SEB)
31
Skandinaviska Enskilda Banken (SEB)
Sweden
$16.8M
Goldman Sachs
32
Goldman Sachs
New York
$16.7M +$1.19M +88,256 +8%
N
33
Nuveen
North Carolina
$16.7M -$41.9M -3,097,208 -72%
Invesco
34
Invesco
Georgia
$15.3M -$627K -46,403 -4%
TA
35
Teachers Advisors
New York
$14.6M +$46.9K +3,471 +0.3%
WCP
36
Waterfront Capital Partners
New York
$14.5M -$6.55M -484,898 -32%
TCIM
37
TIAA CREF Investment Management
New York
$14.5M -$1.96M -145,036 -12%
First Trust Advisors
38
First Trust Advisors
Illinois
$13.4M -$1.49M -110,244 -10%
American Century Companies
39
American Century Companies
Missouri
$13.3M -$29.1K -2,154 -0.2%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$12.8M +$1.01M +74,959 +9%
UBS AM
41
UBS AM
Illinois
$12.7M +$1.63M +120,916 +15%
CS
42
Credit Suisse
Switzerland
$12.6M +$1.71M +126,337 +16%
PPA
43
Parametric Portfolio Associates
Washington
$12.4M -$2.55M -188,377 -17%
Axa
44
Axa
France
$12.3M +$2.44M +180,691 +25%
FPC
45
Falcon Point Capital
California
$12.1M -$1.81M -133,739 -13%
ACM
46
Advisors Capital Management
New Jersey
$11.9M -$106K -7,823 -0.9%
TCM
47
Tekla Capital Management
Massachusetts
$11.8M -$2.02M -149,131 -15%
KCM
48
Kennedy Capital Management
Missouri
$11.6M -$4.25M -314,327 -27%
UBS Group
49
UBS Group
Switzerland
$11.4M +$3.5M +259,257 +45%
Two Sigma Investments
50
Two Sigma Investments
New York
$11.4M +$3.28M +242,989 +42%

MPT Hedge Fund Activity: Q4 2017 in Review

361 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2017, worth a combined $4.07B — up 3.5% from $3.93B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MPT positions and 26 closed out — a net gain of 33 holders — while 136 added to existing stakes and 123 trimmed.

The largest buyer was LSV Asset Management, adding an estimated $37.9M. The largest seller was Nuveen, cutting an estimated $41.9M.

  • 361 institutional investors held Medical Properties Trust (MPT) as of Q4 2017, up from 331 in Q3 2017.
  • Funds reported $4.07B of Medical Properties Trust stock for Q4 2017, up 3.5% quarter-over-quarter.
  • 59 funds opened new Medical Properties Trust positions in Q4 2017 and 26 closed out, a net change of +33 holders.
  • The largest Medical Properties Trust buyer in Q4 2017 was LSV Asset Management, an estimated $37.9M added.
  • The largest Medical Properties Trust seller in Q4 2017 was Nuveen, an estimated $41.9M sold.

Based on aggregated 13F filings for Q4 2017.