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MPT

Medical Properties Trust

419 hedge funds and large institutions have $4.74B invested in Medical Properties Trust in 2018 Q4 according to their latest regulatory filings, with 88 funds opening new positions, 145 increasing their positions, 126 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

151% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 35

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

40% more call options, than puts

Call options by funds: $5.08M | Put options by funds: $3.62M

15% more repeat investments, than reductions

Existing positions increased: 145 | Existing positions reduced: 126

13% more funds holding

Funds holding: 370419 (+49)

11% more capital invested

Capital invested by funds: $4.27B → $4.74B (+$471M)

3.07% more ownership

Funds ownership: 77.72%80.8% (+3.1%)

Holders
419
Holders Change
+49
Holders Change %
+13.24%
% of All Funds
9.33%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
88
Increased
145
Reduced
126
Closed
35
Calls
$5.08M
Puts
$3.62M
Net Calls
+$1.46M
Net Calls Change
-$909K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
176
Bank of Montreal
Ontario, Canada
$1.42M -$60.6K -3,832 -4%
AQR Capital Management
177
AQR Capital Management
Connecticut
$1.42M -$30.1K -1,905 -2%
OAM
178
Oppenheimer Asset Management
New York
$1.41M -$44.4K -2,807 -3%
MERSOM
179
Municipal Employees' Retirement System of Michigan
Michigan
$1.41M +$1.39M +87,690 New
QIM
180
Quantitative Investment Management
Virginia
$1.38M +$638K +40,300 +89%
IWA
181
IBEX Wealth Advisors
New Jersey
$1.37M +$710K +44,899 +111%
CAN
182
Claraphi Advisory Network
United States
$1.37M -$41.8K -2,644 -3%
FAF
183
Första AP-fonden
Sweden
$1.32M
URS
184
Utah Retirement Systems
Utah
$1.31M +$3.16K +200 +0.2%
TYCC
185
Texas Yale Capital Corp
Florida
$1.29M
CIP
186
Convergence Investment Partners
Florida
$1.28M +$1.26M +79,428 New
AG
187
Advisor Group
Arizona
$1.27M +$444K +28,094 +55%
KTA
188
Keeley-Teton Advisors
Illinois
$1.23M +$17.4K +1,103 +1%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$1.23M +$23.8K +1,502 +2%
CCM
190
Coldstream Capital Management
Washington
$1.21M +$86.8K +5,486 +8%
JG
191
Jefferies Group
New York
$1.21M +$1.18M +74,907 New
NMERB
192
New Mexico Educational Retirement Board
New Mexico
$1.19M -$185K -11,700 -14%
EIM
193
Essex Investment Management
Massachusetts
$1.17M +$175K +11,063 +18%
CTA
194
Carillon Tower Advisers
Florida
$1.15M +$1.14M +71,800 New
Rafferty Asset Management
195
Rafferty Asset Management
New York
$1.15M -$435K -27,524 -28%
VI
196
Versor Investments
New York
$1.15M +$1.13M +71,500 New
AB
197
Amalgamated Bank
New York
$1.15M -$18.1K -1,143 -2%
O
198
OppenheimerFunds
New York
$1.12M +$396K +25,022 +56%
State of Wisconsin Investment Board
199
State of Wisconsin Investment Board
Wisconsin
$1.12M
MRCM
200
M&R Capital Management
New Jersey
$1.12M -$4.11K -260 -0.4%

MPT Hedge Fund Activity: Q4 2018 in Review

419 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q4 2018, worth a combined $4.74B — up 11% from $4.27B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new MPT positions and 35 closed out — a net gain of 53 holders — while 145 added to existing stakes and 126 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $51.2M. The largest seller was Principal Financial Group, cutting an estimated $63.1M.

  • 419 institutional investors held Medical Properties Trust (MPT) as of Q4 2018, up from 370 in Q3 2018.
  • Funds reported $4.74B of Medical Properties Trust stock for Q4 2018, up 11% quarter-over-quarter.
  • 88 funds opened new Medical Properties Trust positions in Q4 2018 and 35 closed out, a net change of +53 holders.
  • The largest Medical Properties Trust buyer in Q4 2018 was JP Morgan Chase, an estimated $51.2M added.
  • The largest Medical Properties Trust seller in Q4 2018 was Principal Financial Group, an estimated $63.1M sold.

Based on aggregated 13F filings for Q4 2018.