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MPT

Medical Properties Trust

244 hedge funds and large institutions have $1.69B invested in Medical Properties Trust in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 68

12% more capital invested

Capital invested by funds: $1.52B → $1.69B (+$176M)

5% more funds holding

Funds holding: 232244 (+12)

1.33% more ownership

Funds ownership: 76.96%78.29% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.61M

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
7.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
96
Reduced
68
Closed
23
Calls
$1.16M
Puts
$1.61M
Net Calls
-$455K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
FIMG
51
Financial & Investment Management Group
Michigan
$5.59M +$5.61M +437,165 New
Charles Schwab
52
Charles Schwab
California
$5.55M +$371K +28,878 +7%
WI
53
WBI Investments
New Jersey
$5.31M -$690K -53,698 -11%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$5.14M -$32.1K -2,500 -0.6%
HNB
55
Huntington National Bank
Ohio
$5.13M +$5.09M +396,250 +8,823%
TIAAOA
56
Teachers Insurance & Annuity Association of America
New York
$5.02M -$35.1K -2,730 -0.7%
U
57
UBS
Switzerland
$4.9M -$1.11M -86,358 -18%
RFA
58
Reilly Financial Advisors
California
$4.66M +$165K +12,844 +4%
RA
59
RMR Advisors
Massachusetts
$4.44M
Public Sector Pension Investment Board (PSP Investments)
60
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.39M -$638K -49,700 -13%
MPM
61
Meritage Portfolio Management
Kansas
$3.95M +$128K +9,945 +3%
Wellington Management Group
62
Wellington Management Group
Massachusetts
$3.89M +$237K +18,423 +6%
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$3.81M +$83.8K +6,527 +2%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$3.76M +$14.1K +1,100 +0.4%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$3.35M -$88K -6,850 -3%
ProShare Advisors
66
ProShare Advisors
Maryland
$3.28M +$1.89M +147,396 +135%
Comerica Bank
67
Comerica Bank
Texas
$3.23M +$32.5K +2,527 +1%
Legal & General Group
68
Legal & General Group
United Kingdom
$3.19M
GC
69
Guggenheim Capital
Illinois
$2.88M -$4.93M -383,558 -63%
BC
70
Barnett & Company
Tennessee
$2.84M -$55.7K -4,340 -2%
UBS AM
71
UBS AM
Illinois
$2.69M +$33.1K +2,577 +1%
FM
72
Forward Management
California
$2.54M +$1.95M +152,000 +326%
PAM
73
Panagora Asset Management
Massachusetts
$2.38M
VHAM
74
Van Hulzen Asset Management
California
$2.37M -$6.42K -500 -0.3%
Swiss National Bank
75
Swiss National Bank
Switzerland
$2.34M +$451K +35,100 +24%

MPT Hedge Fund Activity: Q1 2014 in Review

244 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2014, worth a combined $1.69B — up 12% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MPT positions and 23 closed out — a net gain of 15 holders — while 96 added to existing stakes and 68 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $32.4M. The largest seller was Barclays, cutting an estimated $12.6M.

  • 244 institutional investors held Medical Properties Trust (MPT) as of Q1 2014, up from 232 in Q4 2013.
  • Funds reported $1.69B of Medical Properties Trust stock for Q1 2014, up 12% quarter-over-quarter.
  • 38 funds opened new Medical Properties Trust positions in Q1 2014 and 23 closed out, a net change of +15 holders.
  • The largest Medical Properties Trust buyer in Q1 2014 was Suntrust Banks, an estimated $32.4M added.
  • The largest Medical Properties Trust seller in Q1 2014 was Barclays, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2014.