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MPT

Medical Properties Trust
MPT

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: 600 → 639 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$55.8M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$41.5M
3
Prudential Financial
Prudential Financial
New Jersey
+$34.8M
4
Man Group
Man Group
United Kingdom
+$34.1M
5
BlackRock
BlackRock
New York
+$33.5M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$142M
2
Goldman Sachs
Goldman Sachs
New York
-$63.9M
3
Marshall Wace
Marshall Wace
United Kingdom
-$35.8M
4
Ameriprise
Ameriprise
Minnesota
-$24.9M
5
CSS
Cubist Systematic Strategies
Connecticut
-$18.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
51
Victory Capital Management
Texas
$13.8M +$2.37M +203,908 +20%
PS
52
Presima Securities
Quebec, Canada
$13.7M +$548K +47,100 +4%
Asset Management One
53
Asset Management One
Japan
$13.1M +$348K +29,947 +3%
BNP Paribas Financial Markets
54
BNP Paribas Financial Markets
France
$12.7M -$256K -22,001 -2%
CCM
55
Callodine Capital Management
Massachusetts
$11.8M +$2.03M +175,000 +20%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$11.5M +$410K +35,295 +4%
Robeco Institutional Asset Management
57
Robeco Institutional Asset Management
Netherlands
$11.5M +$8.55M +735,443 +248%
Canada Life
58
Canada Life
Manitoba, Canada
$11.3M +$776K +66,730 +7%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$11.2M +$2.44M +209,620 +26%
Ohio Public Employees Retirement System (OPERS)
60
Ohio Public Employees Retirement System (OPERS)
Ohio
$11.2M -$2.74M -235,307 -19%
Connor, Clark & Lunn Investment Management (CC&L)
61
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$10.9M +$8.05M +692,171 +240%
Macquarie Group
62
Macquarie Group
Australia
$10.9M +$1.61M +138,305 +16%
First Trust Advisors
63
First Trust Advisors
Illinois
$10.5M +$6.39M +549,634 +140%
AIG
64
American International Group
New York
$10.4M -$162K -13,899 -1%
WAM
65
Wilsey Asset Management
California
$10.2M +$1.03M +88,380 +11%
CS
66
Credit Suisse
Switzerland
$9.65M +$216K +18,542 +2%
Bank of Montreal
67
Bank of Montreal
Ontario, Canada
$9.41M -$4.33M -372,342 -31%
Amundi
68
Amundi
France
$9.08M +$116K +9,996 +1%
Retirement Systems of Alabama
69
Retirement Systems of Alabama
Alabama
$8.78M +$46.3K +3,981 +0.5%
Nomura Asset Management
70
Nomura Asset Management
Japan
$8.61M +$637K +54,778 +8%
ACM
71
Advisors Capital Management
New Jersey
$8.59M +$210K +18,088 +2%
WCM
72
Wedge Capital Management
North Carolina
$8.57M +$31.4K +2,697 +0.4%
CIMLRA
73
CBRE Investment Management Listed Real Assets
Pennsylvania
$8.17M +$2.1M +180,600 +33%
RJFSA
74
Raymond James Financial Services Advisors
Florida
$8.05M +$4.07M +350,202 +94%
Stifel Financial
75
Stifel Financial
Missouri
$7.83M -$1.66M -142,506 -17%
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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.