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MPT

Medical Properties Trust

234 hedge funds and large institutions have $1.74B invested in Medical Properties Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 72

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.69B → $1.74B (+$45.4M)

2.07% less ownership

Funds ownership: 78.29%76.22% (-2.1%)

4% less funds holding

Funds holding: 244234 (-10)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

52% less call options, than puts

Call options by funds: $707K | Put options by funds: $1.46M

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
112
Reduced
72
Closed
22
Calls
$707K
Puts
$1.46M
Net Calls
-$755K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
126
First Citizens Bank & Trust
North Carolina
$864K +$2.02K +152 +0.2%
Calamos Advisors
127
Calamos Advisors
Illinois
$852K
BRWA
128
B. Riley Wealth Advisors
Florida
$783K +$699K +52,667 +82%
Commonwealth Equity Services
129
Commonwealth Equity Services
Massachusetts
$736K +$49.5K +3,725 +7%
CWM
130
Calamos Wealth Management
Illinois
$727K +$14.3K +1,075 +2%
Nomura Asset Management
131
Nomura Asset Management
Japan
$727K +$34.4K +2,590 +5%
PA
132
Profund Advisors
Maryland
$708K +$28.9K +2,175 +4%
FA
133
Fagan Associates
New York
$653K +$18.6K +1,404 +3%
KBC Group
134
KBC Group
Belgium
$643K +$280K +21,112 +77%
FPC
135
Falcon Point Capital
California
$626K
WRM
136
Westport Resources Management
Connecticut
$600K +$6.71K +505 +1%
T. Rowe Price Associates
137
T. Rowe Price Associates
Maryland
$596K
Citigroup
138
Citigroup
New York
$573K -$420K -31,616 -42%
GMIM
139
General Motors Investment Management
New York
$567K +$28.6K +2,155 +5%
MERSOM
140
Municipal Employees' Retirement System of Michigan
Michigan
$566K +$39.8K +3,000 +8%
GCP
141
GSA Capital Partners
United Kingdom
$548K +$406K +30,595 +283%
Macquarie Group
142
Macquarie Group
Australia
$539K +$9.29K +700 +2%
MTB
143
Mizuho Trust & Banking
Japan
$497K -$26.8K -2,017 -5%
ICAS
144
Investors Capital Advisory Services
Massachusetts
$478K -$178K -13,406 -27%
SIA
145
SeaBridge Investment Advisors
New Jersey
$395K +$254K +19,140 +179%
IMOV
146
Investment Management of Virginia
Virginia
$353K +$3.98K +300 +1%
PI
147
PineBridge Investments
New York
$352K -$217K -16,308 -38%
SRC
148
Shufro Rose & Co
New York
$336K +$83.6K +6,300 +33%
VKH
149
Virtu KCG Holdings
New York
$329K -$178K -13,428 -35%
KAM
150
Keeley Asset Management
Illinois
$324K +$266 +20 +0.1%

MPT Hedge Fund Activity: Q2 2014 in Review

234 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2014, worth a combined $1.74B — up 2.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MPT and 12 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $18M. The largest seller was Suntrust Banks, cutting an estimated $32.2M.

  • 234 institutional investors held Medical Properties Trust (MPT) as of Q2 2014, down from 244 in Q1 2014.
  • Funds reported $1.74B of Medical Properties Trust stock for Q2 2014, up 2.7% quarter-over-quarter.
  • 12 funds opened new Medical Properties Trust positions in Q2 2014 and 22 closed out, a net change of -10 holders.
  • The largest Medical Properties Trust buyer in Q2 2014 was Norges Bank, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q2 2014 was Suntrust Banks, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2014.