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MPT

Medical Properties Trust

605 hedge funds and large institutions have $10.2B invested in Medical Properties Trust in 2022 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 284 increasing their positions, 153 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 284 | Existing positions reduced: 153

11% more call options, than puts

Call options by funds: $54.2M | Put options by funds: $49M

1.39% less ownership

Funds ownership: 81.82%80.43% (-1.4%)

5% less funds holding

Funds holding: 634605 (-29)

11% less capital invested

Capital invested by funds: $11.5B → $10.2B (-$1.31B)

26% less first-time investments, than exits

New positions opened: 64 | Existing positions closed: 87

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

Holders
605
Holders Change
-29
Holders Change %
-4.57%
% of All Funds
9.54%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
64
Increased
284
Reduced
153
Closed
87
Calls
$54.2M
Puts
$49M
Net Calls
+$5.2M
Net Calls Change
+$10.6M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
476
Spire Wealth Management
Virginia
$147K +$27.5K +1,275 +22%
LIM
477
Longfellow Investment Management
Massachusetts
$141K
APA
478
American Portfolios Advisors
New York
$139K
JMF
479
Johnson Midwest Financial
Iowa
$135K
ODG
480
O'Dell Group
Ohio
$130K +$539 +25 +0.4%
CT
481
Cambridge Trust
Massachusetts
$130K +$90.5K +4,200 +217%
SN
482
Sittner & Nelson
Oregon
$128K +$776 +36 +0.6%
AWM
483
Avior Wealth Management
Nebraska
$119K
TWC
484
TD Waterhouse Canada
Ontario, Canada
$109K +$9.65K +448 +10%
IA
485
IFP Advisors
Florida
$105K +$139K +6,466 +270%
BAM
486
Belpointe Asset Management
Nevada
$101K +$5.84K +271 +6%
BCV
487
Banque Cantonale Vaudoise
Switzerland
$99K
CFB
488
Cullen/Frost Bankers
Texas
$98K
CG
489
Cutler Group
California
$98K +$46.8K +2,170 +87%
First Manhattan
490
First Manhattan
New York
$98K +$100K +4,650 New
Bank Julius Baer & Co
491
Bank Julius Baer & Co
Switzerland
$97K +$8.38K +389 +9%
C
492
Covestor
United Kingdom
$95K +$47.2K +2,192 +95%
CHA
493
Carmichael Hill & Associates
Maryland
$91K +$5.3K +246 +6%
SIC
494
Salem Investment Counselors
North Carolina
$90K -$61K -2,830 -40%
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$88K +$36.8K +1,710 +69%
JFA
496
JNBA Financial Advisors
Minnesota
$85K +$86.2K +4,000 New
DHGWA
497
Dixon Hughes Goodman Wealth Advisors
North Carolina
$84K -$6.53K -303 -7%
MHR
498
Matthew Hamilton Rosenberg
$78K
Northwestern Mutual Wealth Management
499
Northwestern Mutual Wealth Management
Wisconsin
$77K -$22.5K -1,042 -22%
CWM
500
Cedar Wealth Management
California
$74K

MPT Hedge Fund Activity: Q1 2022 in Review

605 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2022, worth a combined $10.2B — down 11% from $11.5B a quarter earlier.

Sellers outnumbered buyers: 87 funds closed out of MPT and 64 opened new positions — a net loss of 23 holders — while 153 trimmed existing stakes and 284 added.

The largest buyer was State Street, adding an estimated $81.9M. The largest seller was Deutsche Bank, cutting an estimated $139M.

  • 605 institutional investors held Medical Properties Trust (MPT) as of Q1 2022, down from 634 in Q4 2021.
  • Funds reported $10.2B of Medical Properties Trust stock for Q1 2022, down 11% quarter-over-quarter.
  • 64 funds opened new Medical Properties Trust positions in Q1 2022 and 87 closed out, a net change of -23 holders.
  • The largest Medical Properties Trust buyer in Q1 2022 was State Street, an estimated $81.9M added.
  • The largest Medical Properties Trust seller in Q1 2022 was Deutsche Bank, an estimated $139M sold.

Based on aggregated 13F filings for Q1 2022.