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MPT

Medical Properties Trust

344 hedge funds and large institutions have $3.97B invested in Medical Properties Trust in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

93% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 86

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $3.72B → $3.97B (+$243M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.2% less ownership

Funds ownership: 89.85%84.65% (-5.2%)

41% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $5.57M

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
8.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
53
Increased
166
Reduced
86
Closed
23
Calls
$3.3M
Puts
$5.57M
Net Calls
-$2.27M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
LP
101
LMR Partners
United Kingdom
$4.35M +$4.5M +337,672 New
LPL Financial
102
LPL Financial
California
$4.31M +$4.27M +320,757 +2,229%
WA
103
WFG Advisors
Texas
$3.92M +$527K +39,565 +15%
DLG
104
Daniel L. Goodwin
$3.85M +$466K +35,000 +13%
RCAMU
105
Rothschild & Co Asset Management US
Connecticut
$3.84M -$4.84M -363,532 -55%
State Board of Administration of Florida Retirement System
106
State Board of Administration of Florida Retirement System
Florida
$3.77M +$2.41M +181,091 +161%
UCFA
107
United Capital Financial Advisors
Texas
$3.75M -$26.8K -2,016 -0.7%
Macquarie Group
108
Macquarie Group
Australia
$3.73M +$252K +18,900 +7%
BC
109
Barnett & Company
Tennessee
$3.57M +$260K +19,550 +8%
TPSF
110
Texas Permanent School Fund
Texas
$3.42M +$445K +33,396 +14%
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
$3.25M +$873K +65,585 +35%
JP Morgan Chase
112
JP Morgan Chase
New York
$3.21M +$2.42M +181,611 +267%
Canada Life
113
Canada Life
Manitoba, Canada
$3.16M +$116K +8,683 +4%
LTFS
114
Ladenburg Thalmann Financial Services
Florida
$3.16M +$1.02M +76,495 +45%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$3.14M -$121K -9,104 -4%
BCA
116
Benchmark Capital Advisors
New York
$3.08M +$32.6K +2,450 +1%
Nomura Asset Management
117
Nomura Asset Management
Japan
$3.04M +$355K +26,700 +13%
CEP
118
Chicago Equity Partners
Illinois
$2.95M -$1.38M -103,900 -31%
Credit Agricole
119
Credit Agricole
France
$2.9M -$1.4M -105,269 -32%
CAM
120
Cubic Asset Management
Massachusetts
$2.89M +$368K +27,635 +14%
GC
121
Guggenheim Capital
Illinois
$2.83M -$824K -61,905 -22%
WBC
122
Westpac Banking Corp
Australia
$2.83M +$2.93M +219,969 New
PNC Financial Services Group
123
PNC Financial Services Group
Pennsylvania
$2.78M +$227K +17,016 +9%
SCM
124
Schnieders Capital Management
California
$2.48M +$123K +9,250 +5%
SCM
125
Stevens Capital Management
Pennsylvania
$2.48M +$2.56M +192,453 New

MPT Hedge Fund Activity: Q2 2017 in Review

344 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2017, worth a combined $3.97B — up 6.5% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MPT positions and 23 closed out — a net gain of 30 holders — while 166 added to existing stakes and 86 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $92.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.6M sold.

  • 344 institutional investors held Medical Properties Trust (MPT) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.97B of Medical Properties Trust stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 53 funds opened new Medical Properties Trust positions in Q2 2017 and 23 closed out, a net change of +30 holders.
  • The largest Medical Properties Trust buyer in Q2 2017 was Principal Financial Group, an estimated $92.9M added.
  • The largest Medical Properties Trust seller in Q2 2017 was Cohen & Steers, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2017.