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MPT

Medical Properties Trust
MPT

219 hedge funds and large institutions have $1.42B invested in Medical Properties Trust in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 57

36% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.82M

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1.01% more ownership

Funds ownership: 71.75% → 72.76% (+1%)

1% more funds holding

Funds holding: 217 → 219 (+2)

8% less capital invested

Capital invested by funds: $1.54B → $1.42B (-$126M)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
33
Increased
98
Reduced
57
Closed
27
Calls
$2.47M
Puts
$1.82M
Net Calls
+$650K
Net Calls Change
-$13K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$18.7M
2
BFA
BlackRock Fund Advisors
California
+$16.6M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$14.2M
4
MAA
Managed Account Advisors
New Jersey
+$14.1M
5
FMA
Fiduciary Management Associates
Illinois
+$9.02M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$17.8M
2
Deutsche Bank
Deutsche Bank
Germany
-$17.2M
3
Renaissance Technologies
Renaissance Technologies
New York
-$10.8M
4
PFC
Phocas Financial Corp
California
-$4.58M
5
O
OppenheimerFunds
New York
-$4.51M
Name Holding Trade Value Shares
Change 		Change in
Stake
Credit Agricole
101
Credit Agricole
France
$1.09M +$1.2M +89,748 New
IA
102
IndexIQ Advisors
New York
$1.09M -$511K -38,265 -30%
AIC
103
Aurora Investment Counsel
Georgia
$1.09M +$6.42K +481 +0.5%
VOYA Investment Management
104
VOYA Investment Management
Georgia
$1.03M – – –
RIL
105
Rothschild Investment LLC
Illinois
$1.03M +$144K +10,750 +15%
PA
106
Profund Advisors
Maryland
$1.02M +$502K +37,589 +82%
NC
107
Nicholas Company
Wisconsin
$1.02M -$2.67K -200 -0.2%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$995K +$374K +28,032 +52%
MCM
109
McGlinn Capital Management
Pennsylvania
$982K +$1.08M +80,700 New
BNP Paribas Financial Markets
110
BNP Paribas Financial Markets
France
$965K -$243K -18,209 -19%
ERSOT
111
Employees Retirement System of Texas
Texas
$931K -$114K -8,500 -10%
CAM
112
Capstone Asset Management
Texas
$885K +$37.3K +2,790 +4%
Calamos Advisors
113
Calamos Advisors
Illinois
$839K +$920K +68,905 New
DCM
114
Dupont Capital Management
Delaware
$795K +$542K +40,593 +164%
Citigroup
115
Citigroup
New York
$792K -$738K -55,292 -46%
FCBT
116
First Citizens Bank & Trust
North Carolina
$762K +$836K +62,588 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$756K -$160K -12,000 -16%
BRWA
118
B. Riley Wealth Advisors
Florida
$726K -$18.5K -1,386 -2%
FAAS
119
First Allied Advisory Services
California
$720K -$381K -28,531 -32%
Cambridge Investment Research Advisors
120
Cambridge Investment Research Advisors
Iowa
$667K +$460K +34,461 +170%
MTB
121
Mizuho Trust & Banking
Japan
$641K – – –
ICAS
122
Investors Capital Advisory Services
Massachusetts
$638K +$49K +3,671 +8%
SG Americas Securities
123
SG Americas Securities
New York
$636K +$141K +10,533 +25%
ACI
124
AMP Capital Investors
Australia
$626K -$129K -9,694 -16%
Nomura Asset Management
125
Nomura Asset Management
Japan
$617K +$50.9K +3,810 +8%
3 4
5
6 7

MPT Hedge Fund Activity: Q3 2013 in Review

219 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2013, worth a combined $1.42B — down 8.1% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MPT positions and 27 closed out — a net gain of 6 holders — while 98 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.7M. The largest seller was Jennison Associates, exiting entirely with an estimated $17.8M sold.

  • 219 institutional investors held Medical Properties Trust (MPT) as of Q3 2013, up from 217 in Q2 2013.
  • Funds reported $1.42B of Medical Properties Trust stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 33 funds opened new Medical Properties Trust positions in Q3 2013 and 27 closed out, a net change of +6 holders.
  • The largest Medical Properties Trust buyer in Q3 2013 was Vanguard Group, an estimated $18.7M added.
  • The largest Medical Properties Trust seller in Q3 2013 was Jennison Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2013.