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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
LTAS
526
Linden Thomas Advisory Services
North Carolina
-$245K -52,185 Closed
OTL
527
Oak Thistle LLC
New York
-$226K -48,038 Closed
DEA
528
DoubleLine ETF Adviser
Florida
-$215K -45,650 Closed
TCM
529
Triumph Capital Management
Colorado
-$194K -42,991 Closed
SFS
530
Sowell Financial Services
Arkansas
-$201K -42,725 Closed
OBWG
531
Onyx Bridge Wealth Group
New York
-$192K -42,475 Closed
BFM
532
Boothbay Fund Management
New York
-$203K -42,397 Closed
AWM
533
Axxcess Wealth Management
California
-$160K -34,111 Closed
AIG
534
American International Group
New York
-$154K -32,669 Closed
SV
535
Stilwell Value
New York
-$141K -30,000 Closed
MTIM
536
Marathon Trading Investment Management
Pennsylvania
-$103K -22,000 Closed
RPWA
537
Regent Peak Wealth Advisors
Georgia
-$100K -21,348 Closed
MWM
538
Modera Wealth Management
New Jersey
-$94K -20,000 Closed
GAM
539
Groupama Asset Management
France
-$93.1K -19,807 Closed
DTL
540
Dynamic Technology Lab
Singapore
-$87K -18,593 Closed
MLICM
541
Metropolitan Life Insurance Company (MetLife)
New York
-$86.9K -18,496 Closed
SAF
542
Smith Anglin Financial
Texas
-$84.6K -18,000 Closed
SCA
543
SMH Capital Advisors
Texas
-$75.9K -16,151 Closed
DWA
544
Delos Wealth Advisors
Texas
-$74.1K -15,776 Closed
BWA
545
Beam Wealth Advisors
Louisiana
-$74.1K -15,775 Closed
AHL
546
Abel Hall LLC
Louisiana
-$73.3K -15,586 Closed
CAGAS
547
Capital Advisory Group Advisory Services
Minnesota
-$69.3K -14,735 Closed
SI
548
Symmetry Investments
Jersey
-$68.2K -14,500 Closed
TC
549
Truvestments Capital
Florida
-$67.6K -14,373 Closed
DAS
550
Dynamic Advisor Solutions
Arizona
-$64.1K -13,646 Closed

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.