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MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
551
Activest Wealth Management
Florida
$17.4K
FMTCOCP
552
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K -$93K -8,000 -84%
AP
553
Arlington Partners
Alabama
$16.7K
HCP
554
Hexagon Capital Partners
Arkansas
$15.6K
HWA
555
HHM Wealth Advisors
Tennessee
$15K
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14.5K
UB
557
UMB Bank
Missouri
$13K +$13.2K +1,135 New
CHC
558
City Holding Co
West Virginia
$13K
LS
559
Livforsakringsbolaget Skandia
Sweden
$12.5K
RTL
560
Red Tortoise LLC
Georgia
$12.4K +$13K +1,117 New
FMP
561
Financial Management Professionals
Texas
$12K -$233 -20 -2%
CSPIA
562
Cary Street Partners Investment Advisory
Virginia
$11.1K +$11.6K +1,000 New
MSCM
563
McElhenny Sheffield Capital Management
Texas
$11.1K +$11.6K +1,000 New
FCMT
564
Founders Capital Management (Texas)
Texas
$11K
MPWT
565
MassMutual Private Wealth & Trust
Connecticut
$11K +$8.6K +740 +320%
IWP
566
IAG Wealth Partners
Wisconsin
$10K +$267 +23 +3%
ZB
567
Zions Bancorporation
Utah
$9.7K +$5.22K +449 +106%
AIM
568
Achmea Investment Management
Netherlands
$9K
DAM
569
Delta Asset Management
Tennessee
$8.26K +$8.62K +741 New
RCM
570
Raleigh Capital Management
North Carolina
$8.24K +$349 +30 +4%
RDIA
571
RE Dickinson Investment Advisors
Iowa
$8K +$1.16K +100 +17%
MCA
572
Maryland Capital Advisors
Maryland
$7.8K
PFBT
573
Parkside Financial Bank & Trust
Missouri
$7.67K +$8.01K +689 New
BIA
574
Bell Investment Advisors
California
$7.59K +$5.14K +442 +185%
CP
575
Castleview Partners
Texas
$7.29K +$6.46K +556 +567%

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.