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MPT

Medical Properties Trust

639 hedge funds and large institutions have $5.55B invested in Medical Properties Trust in 2022 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 255 increasing their positions, 176 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more first-time investments, than exits

New positions opened: 132 | Existing positions closed: 82

45% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 176

7% more funds holding

Funds holding: 600639 (+39)

0.83% more ownership

Funds ownership: 80.98%81.81% (+0.83%)

3% less capital invested

Capital invested by funds: $5.75B → $5.55B (-$195M)

74% less call options, than puts

Call options by funds: $122M | Put options by funds: $460M

Holders
639
Holders Change
+39
Holders Change %
+6.5%
% of All Funds
10.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
132
Increased
255
Reduced
176
Closed
82
Calls
$122M
Puts
$460M
Net Calls
-$339M
Net Calls Change
-$19.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$3.6M +$3.56M +306,219 +1,784%
CA
127
Cetera Advisors
Colorado
$3.59M +$978K +84,100 +35%
Citadel Advisors
128
Citadel Advisors
Florida
$3.46M -$6.21M -534,243 -63%
Envestnet Asset Management
129
Envestnet Asset Management
Illinois
$3.38M -$249K -21,425 -7%
SCM
130
Schnieders Capital Management
California
$3.37M +$116K +9,950 +3%
Cambridge Investment Research Advisors
131
Cambridge Investment Research Advisors
Iowa
$3.36M +$1.23M +106,182 +54%
YCM
132
Yousif Capital Management
Michigan
$3.32M -$30.8K -2,645 -0.9%
AAF
133
Andra AP-fonden
Sweden
$3.31M -$116K -10,000 -3%
DFG
134
Demars Financial Group
Washington
$3.3M +$1.36M +116,740 +65%
SRSA
135
S.R. Schill & Associates
Washington
$3.14M +$3.27M +281,680 New
T. Rowe Price Associates
136
T. Rowe Price Associates
Maryland
$3.12M -$87.3K -7,513 -3%
Zurich Cantonal Bank
137
Zurich Cantonal Bank
Switzerland
$3.11M +$73.1K +6,284 +2%
Axa
138
Axa
France
$3.05M +$1.36M +117,135 +75%
Jane Street
139
Jane Street
New York
$3M -$2.7M -232,064 -46%
COPPSERS
140
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3M +$366K +31,523 +13%
Treasurer of the State of North Carolina
141
Treasurer of the State of North Carolina
North Carolina
$2.97M +$137K +11,760 +5%
LSPW
142
Lake Street Private Wealth
Illinois
$2.96M +$1.14M +98,175 +58%
AWS
143
Atria Wealth Solutions
New York
$2.87M +$317K +27,238 +12%
Thrivent Financial for Lutherans
144
Thrivent Financial for Lutherans
Minnesota
$2.86M -$153K -13,152 -5%
PDN
145
Pensionfund DSM Netherlands
Netherlands
$2.73M -$1.91M -164,000 -40%
Toronto Dominion Bank
146
Toronto Dominion Bank
Ontario, Canada
$2.73M +$647K +55,639 +29%
VWM
147
Valley Wealth Managers
New Jersey
$2.72M -$2.14M -183,783 -43%
AWM
148
AE Wealth Management
Kansas
$2.71M +$2.15M +185,076 +318%
Allspring Global Investments
149
Allspring Global Investments
North Carolina
$2.66M -$5.72M -491,584 -67%
CCM
150
Cutler Capital Management
Massachusetts
$2.63M +$2.75M +236,405 New

MPT Hedge Fund Activity: Q4 2022 in Review

639 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2022, worth a combined $5.55B — down 3.4% from $5.75B a quarter earlier.

Buyers outnumbered sellers: 132 funds opened new MPT positions and 82 closed out — a net gain of 50 holders — while 255 added to existing stakes and 176 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $55.8M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 639 institutional investors held Medical Properties Trust (MPT) as of Q4 2022, up from 600 in Q3 2022.
  • Funds reported $5.55B of Medical Properties Trust stock for Q4 2022, down 3.4% quarter-over-quarter.
  • 132 funds opened new Medical Properties Trust positions in Q4 2022 and 82 closed out, a net change of +50 holders.
  • The largest Medical Properties Trust buyer in Q4 2022 was JP Morgan Chase, an estimated $55.8M added.
  • The largest Medical Properties Trust seller in Q4 2022 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q4 2022.