Medical Properties Trust
492 hedge funds and large institutions have $8.27B invested in Medical Properties Trust in 2020 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 198 increasing their positions, 165 reducing their positions, and 54 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 165
8% more capital invested
Capital invested by funds: $7.65B → $8.27B (+$619M)
4% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 54
0.11% less ownership
Funds ownership: 84.82% → 84.72% (-0.11%)
1% less funds holding
Funds holding: 495 → 492 (-3)
3% less call options, than puts
Call options by funds: $24.5M | Put options by funds: $25.2M
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$214M |
| 2 |
Cohen & Steers
New York
|
+$161M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$43.2M |
| 4 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$25.9M |
| 5 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
+$23.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$128M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$62.6M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$28.7M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$24.6M |
MPT Hedge Fund Activity: Q2 2020 in Review
492 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2020, worth a combined $8.27B — up 8.1% from $7.65B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new MPT positions and 54 closed out — a net gain of 2 holders — while 198 added to existing stakes and 165 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $214M. The largest seller was Invesco, cutting an estimated $128M.
- 492 institutional investors held Medical Properties Trust (MPT) as of Q2 2020, down from 495 in Q1 2020.
- Funds reported $8.27B of Medical Properties Trust stock for Q2 2020, up 8.1% quarter-over-quarter.
- 56 funds opened new Medical Properties Trust positions in Q2 2020 and 54 closed out, a net change of +2 holders.
- The largest Medical Properties Trust buyer in Q2 2020 was Wellington Management Group, an estimated $214M added.
- The largest Medical Properties Trust seller in Q2 2020 was Invesco, an estimated $128M sold.
Based on aggregated 13F filings for Q2 2020.