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MPT

Medical Properties Trust

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: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (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
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
151
Pegasus Asset Management
New York
$1.23M +$232K +18,085 +24%
VLKIM
152
Van Lanschot Kempen Investment Management
Netherlands
$1.23M +$4.95K +387 +0.4%
BA
153
Bard Associates
Illinois
$1.22M
Rafferty Asset Management
154
Rafferty Asset Management
New York
$1.2M +$170K +13,309 +17%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$1.19M -$119K -9,265 -9%
FLI
156
Family Legacy Inc
South Carolina
$1.19M +$9.98K +780 +0.9%
OAM
157
Oppenheimer Asset Management
New York
$1.18M +$29.6K +2,314 +3%
CAN
158
Claraphi Advisory Network
United States
$1.17M -$36.5K -2,850 -3%
RCM
159
RB Capital Management
Nevada
$1.11M +$944K +73,730 +617%
Teacher Retirement System of Texas
160
Teacher Retirement System of Texas
Texas
$1.05M -$581K -45,373 -36%
TYCC
161
Texas Yale Capital Corp
Florida
$1.04M -$23K -1,800 -2%
AQR Capital Management
162
AQR Capital Management
Connecticut
$1.04M +$156K +12,219 +18%
URS
163
Utah Retirement Systems
Utah
$1.03M +$7.68K +600 +0.8%
DC
164
Davenport & Co
Virginia
$1.01M +$39.7K +3,100 +4%
KTA
165
Keeley-Teton Advisors
Illinois
$977K +$2.94K +230 +0.3%
Cambridge Investment Research Advisors
166
Cambridge Investment Research Advisors
Iowa
$976K -$25.3K -1,973 -3%
TRSOTSOK
167
Teachers Retirement System of the State of Kentucky
Kentucky
$975K -$56.2K -4,393 -6%
NMIMC
168
Northwestern Mutual Investment Management Company
Wisconsin
$970K +$345K +26,931 +56%
MRCM
169
M&R Capital Management
New Jersey
$944K
State of Wisconsin Investment Board
170
State of Wisconsin Investment Board
Wisconsin
$943K -$23.1K -1,802 -2%
AB
171
Amalgamated Bank
New York
$942K -$8.51K -665 -0.9%
LMGAM
172
Liberty Mutual Group Asset Management
Massachusetts
$932K -$265K -20,703 -22%
D.E. Shaw & Co
173
D.E. Shaw & Co
New York
$930K -$5.33M -416,447 -85%
MC
174
Miles Capital
Iowa
$917K +$174K +13,554 +24%
Treasurer of the State of North Carolina
175
Treasurer of the State of North Carolina
North Carolina
$913K +$899K +70,253 New

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.