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MPT

Medical Properties Trust
MPT

629 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2023 Q1 according to their latest regulatory filings, with 87 funds opening new positions, 255 increasing their positions, 202 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 255 | Existing positions reduced: 202

6% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 82

2% less funds holding

Funds holding: 639 → 629 (-10)

6.24% less ownership

Funds ownership: 81.81% → 75.57% (-6.2%)

32% less capital invested

Capital invested by funds: $5.55B → $3.77B (-$1.79B)

63% less call options, than puts

Call options by funds: $133M | Put options by funds: $362M

Holders
629
Holders Change
-10
Holders Change %
-1.56%
% of All Funds
10.02%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
87
Increased
255
Reduced
202
Closed
82
Calls
$133M
Puts
$362M
Net Calls
-$229M
Net Calls Change
+$110M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$31.9M
2
BCA
Boundary Creek Advisors
New York
+$23.1M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$17.5M
4
Norges Bank
Norges Bank
Norway
+$15.9M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
+$11.7M

Top Sellers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
-$135M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$58.8M
3
SP
Sarasin & Partners
United Kingdom
-$51.1M
4
JP Morgan Chase
JP Morgan Chase
New York
-$50.6M
5
Millennium Management
Millennium Management
New York
-$41.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
151
Mariner
Kansas
$1.73M -$109K -9,878 -4%
WBC
152
Westpac Banking Corp
Australia
$1.73M -$1.27M -115,272 -35%
Korea Investment Corp
153
Korea Investment Corp
South Korea
$1.66M -$2.2M -199,414 -50%
ERSOT
154
Employees Retirement System of Texas
Texas
$1.64M – – –
KBC Group
155
KBC Group
Belgium
$1.63M +$916K +82,993 +72%
CA
156
Cetera Advisors
Colorado
$1.63M -$1.37M -123,893 -38%
SCM
157
Schnieders Capital Management
California
$1.61M -$1.17M -106,396 -35%
CWM
158
CIBC World Markets
New York
$1.6M +$20K +1,815 +0.9%
Allianz Asset Management
159
Allianz Asset Management
Germany
$1.6M -$330K -29,875 -13%
AA
160
ALPS Advisors
Colorado
$1.59M +$1.17M +105,758 +120%
OC
161
Oppenheimer & Co
New York
$1.53M +$131K +11,903 +7%
MYAM
162
Meiji Yasuda Asset Management
Japan
$1.51M +$34.8K +3,156 +2%
EAM
163
Erste Asset Management
Austria
$1.51M +$66.3K +6,000 +3%
CM
164
Caption Management
Oklahoma
$1.49M +$1.59M +144,373 +387%
TC
165
Truvestments Capital
Florida
$1.48M +$215K +19,461 +12%
AWM
166
Atticus Wealth Management
Florida
$1.47M +$1.08M +97,453 +120%
CM
167
CastleKnight Management
New York
$1.46M +$1.96M +177,500 New
VOYA Investment Management
168
VOYA Investment Management
Georgia
$1.45M +$10.1K +915 +0.5%
Rockefeller Capital Management
169
Rockefeller Capital Management
New York
$1.45M +$1.79K +162 +0.1%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$1.44M -$3.2K -290 -0.2%
ASRS
171
Arizona State Retirement System
Arizona
$1.43M +$47.5K +4,304 +3%
AAA
172
Adams Asset Advisors
Texas
$1.4M +$1.4M +127,000 +295%
IMPI
173
Ilmarinen Mutual Pension Insurance
Finland
$1.39M – – –
XF
174
XML Financial
Maryland
$1.39M +$158K +14,323 +9%
FAF
175
Fjarde Ap-fonden
Sweden
$1.35M +$106K +9,600 +6%
5 6
7
8 9

MPT Hedge Fund Activity: Q1 2023 in Review

629 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2023, worth a combined $3.77B — down 32% from $5.55B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new MPT positions and 82 closed out — a net gain of 5 holders — while 255 added to existing stakes and 202 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $31.9M. The largest seller was Principal Financial Group, cutting an estimated $135M.

  • 629 institutional investors held Medical Properties Trust (MPT) as of Q1 2023, down from 639 in Q4 2022.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2023, down 32% quarter-over-quarter.
  • 87 funds opened new Medical Properties Trust positions in Q1 2023 and 82 closed out, a net change of +5 holders.
  • The largest Medical Properties Trust buyer in Q1 2023 was Citadel Advisors, an estimated $31.9M added.
  • The largest Medical Properties Trust seller in Q1 2023 was Principal Financial Group, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.