Medical Properties Trust
232 hedge funds and large institutions have $1.52B invested in Medical Properties Trust in 2013 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 82 increasing their positions, 83 reducing their positions, and 15 closing their positions.
107% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 15
7% more capital invested
Capital invested by funds: $1.42B → $1.52B (+$103M)
6% more funds holding
Funds holding: 219 → 232 (+13)
4.2% more ownership
Funds ownership: 72.76% → 76.96% (+4.2%)
1% less repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 83
48% less call options, than puts
Call options by funds: $919K | Put options by funds: $1.77M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EARNEST Partners
Atlanta,
Georgia
|
+$66.6M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$15.8M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$12.3M |
| 4 |
Barclays
London,
United Kingdom
|
+$11.7M |
| 5 |
Morgan Stanley
New York
|
+$8.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$7.89M |
| 2 |
HCM
Hodges Capital Management
Dallas,
Texas
|
-$6.71M |
| 3 |
FM
Forward Management
San Francisco,
California
|
-$5.11M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$4.53M |
| 5 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$4.08M |
MPT Hedge Fund Activity: Q4 2013 in Review
232 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2013, worth a combined $1.52B — up 7.3% from $1.42B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MPT positions and 15 closed out — a net gain of 16 holders — while 82 added to existing stakes and 83 trimmed.
The largest buyer was EARNEST Partners, opening a new position worth an estimated $66.6M. The largest seller was Massachusetts Financial Services, cutting an estimated $7.89M.
- 232 institutional investors held Medical Properties Trust (MPT) as of Q4 2013, up from 219 in Q3 2013.
- Funds reported $1.52B of Medical Properties Trust stock for Q4 2013, up 7.3% quarter-over-quarter.
- 31 funds opened new Medical Properties Trust positions in Q4 2013 and 15 closed out, a net change of +16 holders.
- The largest Medical Properties Trust buyer in Q4 2013 was EARNEST Partners, an estimated $66.6M added.
- The largest Medical Properties Trust seller in Q4 2013 was Massachusetts Financial Services, an estimated $7.89M sold.
Based on aggregated 13F filings for Q4 2013.