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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
CC
651
Cipher Capital
New York
– -$589K -52,876 Closed
SWM
652
Scissortail Wealth Management
Oklahoma
– -$605K -50,075 Closed
BA
653
Bridgewater Associates
Connecticut
– -$512K -45,956 Closed
TYCC
654
Texas Yale Capital Corp
Florida
– -$445K -39,950 Closed
DF
655
Donoghue Forlines
Massachusetts
– -$426K -38,245 Closed
SM
656
SG3 Management
Puerto Rico
– -$390K -35,000 Closed
VF
657
Virtu Financial
New York
– -$387K -34,767 Closed
ASFA
658
All Season Financial Advisors
Colorado
– -$355K -31,870 Closed
MCM
659
Monument Capital Management
Virginia
– -$349K -31,335 Closed
TGAM
660
TBH Global Asset Management
Tennessee
– -$321K -28,820 Closed
QCM
661
Quantinno Capital Management
New York
– -$285K -25,618 Closed
LIP
662
Lighthouse Investment Partners
Florida
– -$276K -24,800 Closed
AssetMark Inc
663
AssetMark Inc
California
– -$276K -24,752 Closed
QI
664
Qtron Investments
Massachusetts
– -$267K -23,990 Closed
DT
665
Diversified Trust
Tennessee
– -$267K -23,964 Closed
BCI
666
Brinker Capital Investments
Pennsylvania
– -$265K -23,778 Closed
AC
667
Allstate Corporation
Illinois
– -$253K -22,672 Closed
PWP
668
Phillips Wealth Planners
Mississippi
– -$263K -21,382 Closed
OTL
669
Oak Thistle LLC
New York
– -$231K -20,696 Closed
EGM
670
Engineers Gate Manager
New York
– -$214K -19,247 Closed
LNWWM
671
Laird Norton Wetherby Wealth Management
California
– -$202K -18,163 Closed
DE
672
Day & Ennis
Georgia
– -$201K -18,044 Closed
SCM
673
Sandler Capital Management
New York
– -$189K -17,000 Closed
TCM
674
Triumph Capital Management
Colorado
– -$176K -15,815 Closed
Tudor Investment Corp
675
Tudor Investment Corp
Connecticut
– -$164K -14,762 Closed
25 26
27
28 29

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.