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MPT

Medical Properties Trust

219 hedge funds and large institutions have $1.42B invested in Medical Properties Trust in 2013 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 98 increasing their positions, 57 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 57

36% more call options, than puts

Call options by funds: $2.47M | Put options by funds: $1.82M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

22% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 27

1.01% more ownership

Funds ownership: 71.75%72.76% (+1%)

1% more funds holding

Funds holding: 217219 (+2)

8% less capital invested

Capital invested by funds: $1.54B → $1.42B (-$126M)

Holders
219
Holders Change
+2
Holders Change %
+0.92%
% of All Funds
7.1%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
33
Increased
98
Reduced
57
Closed
27
Calls
$2.47M
Puts
$1.82M
Net Calls
+$650K
Net Calls Change
-$13K
Name Holding Trade Value Shares
Change
Change in
Stake
HIMCH
176
Hartford Investment Management Co (HIMCO)
Connecticut
$149K +$9.08K +680 +6%
APFBOT
177
Amica Pension Fund Board of Trustees
Rhode Island
$143K
PVH
178
Psagot Value Holdings
Israel
$142K +$156K +11,694 New
AMI
179
Amica Mutual Insurance
Rhode Island
$139K
TRCT
180
Tower Research Capital (TRC)
New York
$139K +$140K +10,509 +1,097%
SIA
181
SeaBridge Investment Advisors
New Jersey
$134K -$4.54K -340 -3%
TG
182
TCW Group
California
$133K
SCM
183
Shelton Capital Management
Colorado
$132K +$145K +10,856 New
WTC
184
WhitTier Trust Company
Nevada
$106K +$10.7K +800 +10%
First Manhattan
185
First Manhattan
New York
$94K
STC
186
SEI Trust Company
Pennsylvania
$91K +$100K +7,500 New
US Bancorp
187
US Bancorp
Minnesota
$89K -$161K -12,089 -62%
LTFS
188
Ladenburg Thalmann Financial Services
Florida
$80K
OA
189
OFI Advisors
Pennsylvania
$73K +$20.8K +1,561 +35%
HNB
190
Huntington National Bank
Ohio
$61K -$28.6K -2,140 -30%
GT
191
Glenmede Trust
Pennsylvania
$58K +$37.4K +2,800 +135%
SFS
192
Signator Financial Services
Massachusetts
$54K
Daiwa Securities Group
193
Daiwa Securities Group
Japan
$51K +$2.67K +200 +5%
Creative Planning
194
Creative Planning
Kansas
$45K -$18.2K -1,361 -27%
QT
195
Quantbot Technologies
New York
$41K +$45.4K +3,400 New
Bank of Montreal
196
Bank of Montreal
Ontario, Canada
$37K -$16.8K -1,255 -30%
MFS
197
MSI Financial Services
Massachusetts
$37K +$20.3K +1,521 +103%
AAM
198
Advisors Asset Management
Colorado
$32K -$8.76K -656 -20%
GPGA
199
Grandeur Peak Global Advisors
Utah
$27K +$29.4K +2,200 New
FANJ
200
Financial Architects (New Jersey)
New Jersey
$21K

MPT Hedge Fund Activity: Q3 2013 in Review

219 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2013, worth a combined $1.42B — down 8.1% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new MPT positions and 27 closed out — a net gain of 6 holders — while 98 added to existing stakes and 57 trimmed.

The largest buyer was Vanguard Group, adding an estimated $18.7M. The largest seller was Jennison Associates, exiting entirely with an estimated $17.8M sold.

  • 219 institutional investors held Medical Properties Trust (MPT) as of Q3 2013, up from 217 in Q2 2013.
  • Funds reported $1.42B of Medical Properties Trust stock for Q3 2013, down 8.1% quarter-over-quarter.
  • 33 funds opened new Medical Properties Trust positions in Q3 2013 and 27 closed out, a net change of +6 holders.
  • The largest Medical Properties Trust buyer in Q3 2013 was Vanguard Group, an estimated $18.7M added.
  • The largest Medical Properties Trust seller in Q3 2013 was Jennison Associates, an estimated $17.8M sold.

Based on aggregated 13F filings for Q3 2013.