Medical Properties Trust
511 hedge funds and large institutions have $7.64B invested in Medical Properties Trust in 2020 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 165 increasing their positions, 190 reducing their positions, and 51 closing their positions.
41% more first-time investments, than exits
New positions opened: 72 | Existing positions closed: 51
4% more funds holding
Funds holding: 492 → 511 (+19)
2.45% less ownership
Funds ownership: 84.72% → 82.27% (-2.4%)
8% less capital invested
Capital invested by funds: $8.27B → $7.64B (-$630M)
13% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 190
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
53% less call options, than puts
Call options by funds: $17.7M | Put options by funds: $37.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$52.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$43.7M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$41.5M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$26.4M |
| 5 |
Two Sigma Investments
New York
|
+$26.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$130M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$122M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$63.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$30.9M |
| 5 |
JP Morgan Chase
New York
|
-$29.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BL
551
Balentine LLC
Atlanta,
Georgia
| – | -$17K | -900 | Closed |
|
|
FWM
552
FSA Wealth Management
Needham,
Massachusetts
| – | -$13K | -700 | Closed |
|
553
ClearBridge Investments
New York
| – | -$11K | -600 | Closed |
|
|
OPS
554
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$10K | -550 | Closed |
|
|
TFGT
555
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$9K | -475 | Closed |
|
|
PIMG
556
Patriot Investment Management Group
Knoxville,
Tennessee
| – | -$7.52K | -400 | Closed |
|
|
GRP
557
Global Retirement Partners
San Rafael,
California
| – | -$3K | -151 | Closed |
|
|
PA
558
Procyon Advisors
Shelton,
Connecticut
| – | -$3K | -144 | Closed |
|
|
RWB
559
RMR Wealth Builders
Montclair,
New Jersey
| – | -$2K | -106 | Closed |
|
|
FWM
560
Focused Wealth Management
Newburgh,
New York
| – | -$2K | -100 | Closed |
|
|
WAMC
561
Western Asset Management Company
Pasadena,
California
| – | -$2K | -56 | Closed |
|
MPT Hedge Fund Activity: Q3 2020 in Review
511 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2020, worth a combined $7.64B — down 7.6% from $8.27B a quarter earlier.
Buyers outnumbered sellers: 72 funds opened new MPT positions and 51 closed out — a net gain of 21 holders — while 165 added to existing stakes and 190 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $52.1M. The largest seller was Cohen & Steers, cutting an estimated $130M.
- 511 institutional investors held Medical Properties Trust (MPT) as of Q3 2020, up from 492 in Q2 2020.
- Funds reported $7.64B of Medical Properties Trust stock for Q3 2020, down 7.6% quarter-over-quarter.
- 72 funds opened new Medical Properties Trust positions in Q3 2020 and 51 closed out, a net change of +21 holders.
- The largest Medical Properties Trust buyer in Q3 2020 was Citadel Advisors, an estimated $52.1M added.
- The largest Medical Properties Trust seller in Q3 2020 was Cohen & Steers, an estimated $130M sold.
Based on aggregated 13F filings for Q3 2020.