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MPT

Medical Properties Trust

372 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.65% less ownership

Funds ownership: 81.12%79.47% (-1.7%)

7% less capital invested

Capital invested by funds: $4.07B → $3.77B (-$302M)

43% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $4.25M

Holders
372
Holders Change
+11
Holders Change %
+3.05%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
143
Reduced
127
Closed
35
Calls
$2.43M
Puts
$4.25M
Net Calls
-$1.82M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
76
AEGON Asset Management (UK)
United Kingdom
$5.98M
JP Morgan Chase
77
JP Morgan Chase
New York
$5.84M -$2.03M -158,795 -26%
OA
78
Oxbow Advisors
Texas
$5.79M -$16.3K -1,276 -0.3%
TA
79
Teachers Advisors
New York
$5.64M -$7.99M -624,194 -59%
AAMU
80
Amundi Asset Management US
Massachusetts
$5.6M +$1.77M +138,112 +47%
RA
81
RMR Advisors
Massachusetts
$5.43M +$32K +2,500 +0.6%
UCFA
82
United Capital Financial Advisors
Texas
$4.95M +$360K +28,133 +8%
New York State Teachers Retirement System (NYSTRS)
83
New York State Teachers Retirement System (NYSTRS)
New York
$4.89M +$3.84K +300 +0.1%
CEP
84
Chicago Equity Partners
Illinois
$4.64M -$5.2M -405,960 -53%
Sumitomo Mitsui Trust Group
85
Sumitomo Mitsui Trust Group
Japan
$4.55M +$126K +9,810 +3%
DCM
86
Driehaus Capital Management
Illinois
$4.3M +$576 +45 +0%
State Board of Administration of Florida Retirement System
87
State Board of Administration of Florida Retirement System
Florida
$3.93M +$116K +9,085 +3%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$3.9M -$5.97M -466,305 -61%
DCM
89
Dupont Capital Management
Delaware
$3.84M +$271K +21,189 +8%
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$3.76M -$283K -22,081 -7%
Comerica Bank
91
Comerica Bank
Texas
$3.71M -$567K -44,306 -13%
LPL Financial
92
LPL Financial
California
$3.65M -$1.59M -124,264 -31%
AG
93
Aperio Group
California
$3.51M -$628K -49,058 -15%
Citigroup
94
Citigroup
New York
$3.42M -$244K -19,061 -7%
Canada Life
95
Canada Life
Manitoba, Canada
$3.38M +$111K +8,679 +3%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$3.35M +$887K +69,287 +37%
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.35M +$317K +24,725 +11%
MPM
98
Meritage Portfolio Management
Kansas
$3.28M -$1.73K -135 -0.1%
DLG
99
Daniel L. Goodwin
$3.25M
ASRS
100
Arizona State Retirement System
Arizona
$3.21M -$197K -15,400 -6%

MPT Hedge Fund Activity: Q1 2018 in Review

372 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2018, worth a combined $3.77B — down 7.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPT positions and 35 closed out — a net gain of 14 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $51.6M.

  • 372 institutional investors held Medical Properties Trust (MPT) as of Q1 2018, up from 361 in Q4 2017.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 49 funds opened new Medical Properties Trust positions in Q1 2018 and 35 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q1 2018 was Invesco, an estimated $13.7M added.
  • The largest Medical Properties Trust seller in Q1 2018 was Bank of New York Mellon, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2018.