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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
EFS
676
Essex Financial Services
Connecticut
-$206K -17,368 Closed
KCPG
677
Kavar Capital Partners Group
Kansas
-$197K -16,575 Closed
WEG
678
World Equity Group
Illinois
-$171K -14,396 Closed
VAS
679
Vestmark Advisory Solutions
Massachusetts
-$171K -14,382 Closed
VWA
680
V Wealth Advisors
Kansas
-$170K -14,360 Closed
CI Investments Inc
681
CI Investments Inc
Ontario, Canada
-$164K -14,064 -100%
CFS
682
CRA Financial Services
New Jersey
-$148K -12,493 Closed
CBA
683
Coastal Bridge Advisors
Connecticut
-$143K -12,043 Closed
PWP
684
Principle Wealth Partners
Connecticut
-$142 -11,970 Closed
MA
685
MKT Advisors
California
-$138K -11,650 Closed
NGA
686
Naples Global Advisors
Florida
-$137K -11,271 Closed
CAC
687
Cowen and Company
New York
-$4K -11,100 Closed
AFM
688
Andesa Financial Management
Pennsylvania
-$129K -10,908 Closed
RCA
689
Ranch Capital Advisors
Florida
-$129K -10,855 Closed
WW
690
Westshore Wealth
California
-$122K -10,300 Closed
SB
691
Strategic Blueprint
Georgia
-$122K -10,267 Closed
BF
692
BOK Financial
Oklahoma
-$121K -10,255 Closed
MAM
693
Meeder Asset Management
Ohio
-$111K -9,388 Closed
LIM
694
Longfellow Investment Management
Massachusetts
-$79K -6,623 Closed
IAMOG
695
Investors Asset Management of Georgia
Georgia
-$55K -4,600 Closed
ETH
696
Exos TFP Holdings
New York
-$48K -4,022 Closed
ETC
697
Exchange Traded Concepts
Oklahoma
-$41K -3,427 Closed
SWM
698
Selective Wealth Management
Virginia
-$39K -3,300 Closed
CFD
699
Creative Financial Designs
Indiana
-$28K -2,400 Closed
JFA
700
JNBA Financial Advisors
Minnesota
-$25K -2,133 Closed

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.