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MPT

Medical Properties Trust
MPT

629 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 202

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

2% less funds holding

Funds holding: 639 → 629 (-10)

6.24% less ownership

Funds ownership: 81.81% → 75.57% (-6.2%)

32% less capital invested

Capital invested by funds: $5.55B → $3.77B (-$1.79B)

63% less call options, than puts

Call options by funds: $133M | Put options by funds: $362M

Holders
629
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
10.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
87
Increased
255
Reduced
202
Closed
82
Calls
$133M
Puts
$362M
Net Calls
-$229M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
2
BCA
Boundary Creek Advisors
New York
+$23.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
3
SP
Sarasin & Partners
United Kingdom
-$51.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.6M
5
Millennium Management
Millennium Management
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
601
Front Row Advisors
California
$2K – – –
WAS
602
Winch Advisory Services
Wisconsin
$2K +$55 +5 +2%
TAIM
603
TD Ameritrade Investment Management
Nebraska
$2K +$1.58K +143 +142%
CHC
604
City Holding Co
West Virginia
$1.84K -$10.4K -939 -81%
PP
605
PFS Partners
New Jersey
$1.68K +$55 +5 +3%
HT
606
Headlands Technologies
Illinois
$1.65K +$2.22K +201 New
FP
607
Financial Perspectives
Minnesota
$1.64K – – –
HPC
608
HM Payson & Co
Maine
$1.64K – – –
IRC
609
Investors Research Corp
Georgia
$1.64K – – –
AWM
610
AllSquare Wealth Management
New York
$1.64K +$2.21K +200 New
VCM
611
Versant Capital Management
Arizona
$1.59K +$1.24K +112 +132%
HS
612
Horan Securities
United States
$1.59K +$2.13K +193 New
RFG
613
RFP Financial Group
Georgia
$1.43K – – –
DAM
614
Delta Asset Management
Tennessee
$1.36K -$6.35K -575 -78%
TFA
615
Toth Financial Advisory
Virginia
$1.23K – – –
AA
616
AlphaMark Advisors
Kentucky
$1K – – –
Lazard Asset Management
617
Lazard Asset Management
New York
$1K +$1.14K +103 +169%
CAM
618
Chesapeake Asset Management
New York
$850 +$1.14K +103 New
FGAM
619
Financial Gravity Asset Management
Texas
$787 +$88 +8 New
BWL
620
Bogart Wealth LLC
Virginia
$715 – – –
CM
621
Cornerstone Management
Georgia
$686 +$11 +1 +1%
TPCW
622
TD Private Client Wealth
New York
$534 – – –
PWMG
623
Prestige Wealth Management Group
New Jersey
$526 -$905 -82 -58%
AAP
624
Arax Advisory Partners
Colorado
$411 -$3.99K -361 -88%
NECFA
625
New England Capital Financial Advisors
Connecticut
$362 +$110 +10 +29%
23 24
25
26 27

MPT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2023, worth a combined $3.77B — down 32% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPT positions and 82 closed out — a net gain of 5 holders — while 255 added to existing stakes and 202 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Principal Financial Group, cutting an estimated $135M.

  • 629 institutional investors held Medical Properties Trust (MPT) as of Q1 2023, down from 639 in Q4 2022.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2023, down 32% quarter-over-quarter.
  • 87 funds opened new Medical Properties Trust positions in Q1 2023 and 82 closed out, a net change of +5 holders.
  • The largest Medical Properties Trust buyer in Q1 2023 was Citadel Advisors, an estimated $31.9M added.
  • The largest Medical Properties Trust seller in Q1 2023 was Principal Financial Group, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.