Medical Properties Trust
279 hedge funds and large institutions have $2.21B invested in Medical Properties Trust in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 19 closing their positions.
63% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 19
48% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 79
4% more funds holding
Funds holding: 268 → 279 (+11)
1% more ownership
Funds ownership: 80.63% → 81.63% (+1%)
11% less capital invested
Capital invested by funds: $2.48B → $2.21B (-$267M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
81% less call options, than puts
Call options by funds: $902K | Put options by funds: $4.66M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.2M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$42.6M |
| 3 |
Principal Financial Group
Des Moines,
Iowa
|
+$21M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$16.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$14.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$78.6M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$35.6M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$25M |
| 4 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$13.4M |
| 5 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$10.7M |
MPT Hedge Fund Activity: Q2 2015 in Review
279 of the 3,713 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2015, worth a combined $2.21B — down 11% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new MPT positions and 19 closed out — a net gain of 12 holders — while 117 added to existing stakes and 79 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $59.2M. The largest seller was AllianceBernstein, cutting an estimated $78.6M.
- 279 institutional investors held Medical Properties Trust (MPT) as of Q2 2015, up from 268 in Q1 2015.
- Funds reported $2.21B of Medical Properties Trust stock for Q2 2015, down 11% quarter-over-quarter.
- 31 funds opened new Medical Properties Trust positions in Q2 2015 and 19 closed out, a net change of +12 holders.
- The largest Medical Properties Trust buyer in Q2 2015 was Fidelity Investments, an estimated $59.2M added.
- The largest Medical Properties Trust seller in Q2 2015 was AllianceBernstein, an estimated $78.6M sold.
Based on aggregated 13F filings for Q2 2015.