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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
51
Mutual of America Capital Management
New York
$11.2M -$46.2K -2,923 -0.4%
LCM
52
LVM Capital Management
Michigan
$11.1M -$1.28M -80,899 -11%
WM
53
WS Management
Florida
$11.1M +$10.9M +687,677 New
CAI
54
Capital Advisors Inc
Oklahoma
$10.6M +$428K +27,070 +4%
TCIM
55
TIAA CREF Investment Management
New York
$10.6M +$472K +29,838 +5%
Swiss National Bank
56
Swiss National Bank
Switzerland
$10.4M +$180K +11,400 +2%
PCM
57
Penserra Capital Management
California
$10.3M +$10.2M +642,957 New
GCC
58
Guardian Capital (Canada)
Ontario, Canada
$10.2M -$948K -59,898 -9%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.88M +$158K +9,988 +2%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$9.44M -$301K -19,031 -3%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$9.43M -$86.3K -5,457 -0.9%
SO
62
STRS Ohio
Ohio
$9.2M +$508K +32,097 +6%
American Century Companies
63
American Century Companies
Missouri
$9.12M -$3.66M -231,565 -29%
CAM
64
ClariVest Asset Management
California
$9.02M +$8.87M +560,632 New
State of New Jersey Common Pension Fund D
65
State of New Jersey Common Pension Fund D
New Jersey
$8.68M +$870K +55,000 +11%
KCM
66
Kennedy Capital Management
Missouri
$8.49M -$1.59M -100,374 -16%
Mackenzie Financial
67
Mackenzie Financial
Ontario, Canada
$8.41M -$1.21M -76,700 -13%
MAM
68
Martingale Asset Management
Massachusetts
$8.24M +$8.11M +512,624 New
UBS Group
69
UBS Group
Switzerland
$8.19M +$1.15M +72,400 +17%
TIAAOA
70
Teachers Insurance & Annuity Association of America
New York
$8.1M +$612K +38,662 +8%
Axa
71
Axa
France
$8.02M -$6.1M -385,500 -44%
Retirement Systems of Alabama
72
Retirement Systems of Alabama
Alabama
$7.61M +$26.2K +1,656 +0.4%
D.E. Shaw & Co
73
D.E. Shaw & Co
New York
$7.61M +$7.48M +473,146 New
FCM
74
Flinton Capital Management
Pennsylvania
$7.56M +$89.3K +5,644 +1%
RCM
75
Riverhead Capital Management
Delaware
$7.41M +$87.3K +5,521 +1%

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.