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MPT

Medical Properties Trust

244 hedge funds and large institutions have $1.69B invested in Medical Properties Trust in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 68

12% more capital invested

Capital invested by funds: $1.52B → $1.69B (+$176M)

5% more funds holding

Funds holding: 232244 (+12)

1.33% more ownership

Funds ownership: 76.96%78.29% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.61M

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
7.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
96
Reduced
68
Closed
23
Calls
$1.16M
Puts
$1.61M
Net Calls
-$455K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
101
Thrivent Financial for Lutherans
Minnesota
$1.25M -$77.1K -6,000 -6%
Truist Financial
102
Truist Financial
North Carolina
$1.25M +$1.25M +97,647 New
RMAM
103
Raab & Moskowitz Asset Management
New Jersey
$1.24M +$71.2K +5,548 +6%
JP Morgan Chase
104
JP Morgan Chase
New York
$1.23M -$2.31M -179,884 -65%
AQR Capital Management
105
AQR Capital Management
Connecticut
$1.22M -$320K -24,900 -21%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$1.15M
AIC
107
Aurora Investment Counsel
Georgia
$1.15M +$2.26K +176 +0.2%
RIL
108
Rothschild Investment LLC
Illinois
$1.15M +$199K +15,500 +21%
MIM
109
Macroview Investment Management
Maryland
$1.13M +$1.13M +88,025 New
Schroder Investment Management Group
110
Schroder Investment Management Group
United Kingdom
$1.04M +$527K +41,000 +102%
DC
111
Davenport & Co
Virginia
$1.03M +$360K +28,000 +53%
MCM
112
McGlinn Capital Management
Pennsylvania
$1.02M -$12.8K -1,000 -1%
LSERS
113
Louisiana State Employees Retirement System
Louisiana
$1.01M +$53.9K +4,200 +6%
Citigroup
114
Citigroup
New York
$959K -$252K -19,620 -21%
LSV Asset Management
115
LSV Asset Management
Illinois
$929K +$933K +72,676 New
FAAS
116
First Allied Advisory Services
California
$909K +$52.9K +4,119 +6%
CAM
117
Capstone Asset Management
Texas
$907K -$7.45K -580 -0.8%
PI
118
Putnam Investments
Massachusetts
$892K -$147K -11,447 -14%
TRSOTSOK
119
Teachers Retirement System of the State of Kentucky
Kentucky
$885K +$145K +11,300 +20%
FCBT
120
First Citizens Bank & Trust
North Carolina
$833K +$8.98K +699 +1%
CHAM
121
Clear Harbor Asset Management
Connecticut
$831K +$835K +65,000 New
SG Americas Securities
122
SG Americas Securities
New York
$830K +$427K +33,221 +105%
BRWA
123
B. Riley Wealth Advisors
Florida
$826K +$80.3K +6,250 +11%
Calamos Advisors
124
Calamos Advisors
Illinois
$823K
Millennium Management
125
Millennium Management
New York
$820K +$823K +64,108 New

MPT Hedge Fund Activity: Q1 2014 in Review

244 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2014, worth a combined $1.69B — up 12% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MPT positions and 23 closed out — a net gain of 15 holders — while 96 added to existing stakes and 68 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $32.4M. The largest seller was Barclays, cutting an estimated $12.6M.

  • 244 institutional investors held Medical Properties Trust (MPT) as of Q1 2014, up from 232 in Q4 2013.
  • Funds reported $1.69B of Medical Properties Trust stock for Q1 2014, up 12% quarter-over-quarter.
  • 38 funds opened new Medical Properties Trust positions in Q1 2014 and 23 closed out, a net change of +15 holders.
  • The largest Medical Properties Trust buyer in Q1 2014 was Suntrust Banks, an estimated $32.4M added.
  • The largest Medical Properties Trust seller in Q1 2014 was Barclays, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2014.