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MPT

Medical Properties Trust
MPT

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: 361 → 372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (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

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$13.7M
2
Citadel Advisors
Citadel Advisors
Florida
+$9.35M
3
BlackRock
BlackRock
New York
+$8.1M
4
LSV Asset Management
LSV Asset Management
Illinois
+$5.37M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$5.32M

Top Sellers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
-$51.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$36.6M
3
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$14.2M
4
TA
Teachers Advisors
New York
-$7.99M
5
Prudential Financial
Prudential Financial
New Jersey
-$7.44M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
101
Barnett & Company
Tennessee
$3.2M -$127K -9,900 -4%
Schroder Investment Management Group
102
Schroder Investment Management Group
United Kingdom
$3.2M -$41.9K -3,273 -1%
SRSA
103
S.R. Schill & Associates
Washington
$3.17M +$3.13M +244,251 New
Macquarie Group
104
Macquarie Group
Australia
$3.17M -$106K -8,300 -3%
TPSF
105
Texas Permanent School Fund
Texas
$3.14M -$60.5K -4,726 -2%
CAM
106
Cubic Asset Management
Massachusetts
$3.04M +$163K +12,735 +6%
NC
107
Northpointe Capital
Michigan
$3.03M -$76.4K -5,970 -2%
MIM
108
MetLife Investment Management
New Jersey
$2.96M -$36K -2,815 -1%
SOADOR
109
State of Alaska Department of Revenue
Alaska
$2.96M +$106K +8,310 +4%
Nomura Asset Management
110
Nomura Asset Management
Japan
$2.9M +$165K +12,900 +6%
BCA
111
Benchmark Capital Advisors
New York
$2.89M -$87K -6,800 -3%
SDIC
112
South Dakota Investment Council
South Dakota
$2.87M – – –
SCM
113
Schnieders Capital Management
California
$2.71M +$127K +9,925 +5%
SEI Investments
114
SEI Investments
Pennsylvania
$2.69M +$224K +17,464 +9%
ACI
115
AMP Capital Investors
Australia
$2.61M +$28.7K +2,242 +1%
State of Tennessee, Department of Treasury
116
State of Tennessee, Department of Treasury
Tennessee
$2.6M +$384K +30,000 +18%
MSA
117
Mason Street Advisors
Wisconsin
$2.38M +$48.2K +3,765 +2%
NAP
118
New Amsterdam Partners
New York
$2.17M -$2.56M -199,837 -55%
Ohio Public Employees Retirement System (OPERS)
119
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.09M -$57.7K -4,505 -3%
SRC
120
Shufro Rose & Co
New York
$1.99M +$37.1K +2,900 +2%
SG Americas Securities
121
SG Americas Securities
New York
$1.91M -$987K -77,094 -34%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$1.85M +$90.6K +7,075 +5%
FAF
123
Första AP-fonden
Sweden
$1.84M -$32K -2,500 -2%
OPERF
124
Oregon Public Employees Retirement Fund
Oregon
$1.77M +$11.6K +904 +0.7%
RA
125
Resource America
New York
$1.73M – – –
3 4
5
6 7

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.