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MPT

Medical Properties Trust

234 hedge funds and large institutions have $1.74B invested in Medical Properties Trust in 2014 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 112 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 72

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

3% more capital invested

Capital invested by funds: $1.69B → $1.74B (+$45.4M)

2.07% less ownership

Funds ownership: 78.29%76.22% (-2.1%)

4% less funds holding

Funds holding: 244234 (-10)

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

52% less call options, than puts

Call options by funds: $707K | Put options by funds: $1.46M

Holders
234
Holders Change
-10
Holders Change %
-4.1%
% of All Funds
6.72%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
12
Increased
112
Reduced
72
Closed
22
Calls
$707K
Puts
$1.46M
Net Calls
-$755K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$61K +$2.65K +200 +5%
Creative Planning
202
Creative Planning
Kansas
$45K -$33.5K -2,520 -42%
MFS
203
MSI Financial Services
Massachusetts
$39K -$46.1K -3,471 -54%
BRWM
204
B. Riley Wealth Management
Tennessee
$39K +$31.9K +2,400 +435%
Group One Trading
205
Group One Trading
Illinois
$34K -$88.2K -6,646 -72%
ST
206
Spot Trading
Illinois
$31K -$30.7K -2,309 -50%
Zurich Cantonal Bank
207
Zurich Cantonal Bank
Switzerland
$27K +$8.52K +642 +45%
Ohio Public Employees Retirement System (OPERS)
208
Ohio Public Employees Retirement System (OPERS)
Ohio
$23K +$22.9K +1,727 New
OIA
209
Optimum Investment Advisors
Illinois
$22K +$12.7K +957 +137%
GGPS
210
Gary Goldberg Planning Services
New York
$19K
DADC
211
D.A. Davidson & Co
Montana
$17K
CFS
212
Community Financial System
New York
$15K
DSC
213
Duncker Streett & Co
Missouri
$13K
Fifth Third Bancorp
214
Fifth Third Bancorp
Ohio
$13K
SFU
215
Stonehage Fleming (UK)
United Kingdom
$13K
WTB
216
Washington Trust Bank
Washington
$13K
FANJ
217
Financial Architects (New Jersey)
New Jersey
$10K +$10.5K +790 New
TRCT
218
Tower Research Capital (TRC)
New York
$9K -$40.4K -3,041 -81%
FHA
219
First Horizon Advisors
Tennessee
$7K
TDC
220
Thompson Davis & Co
Virginia
$7K
TWI
221
Thomas White International
Illinois
$6K
FWM
222
Focused Wealth Management
New York
$5K
ST
223
Smithfield Trust
Pennsylvania
$5K
FNBT
224
FineMark National Bank & Trust
Florida
$4K
PTC
225
Private Trust Company
Ohio
$4K

MPT Hedge Fund Activity: Q2 2014 in Review

234 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2014, worth a combined $1.74B — up 2.7% from $1.69B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MPT and 12 opened new positions — a net loss of 10 holders — while 72 trimmed existing stakes and 112 added.

The largest buyer was Norges Bank, adding an estimated $18M. The largest seller was Suntrust Banks, cutting an estimated $32.2M.

  • 234 institutional investors held Medical Properties Trust (MPT) as of Q2 2014, down from 244 in Q1 2014.
  • Funds reported $1.74B of Medical Properties Trust stock for Q2 2014, up 2.7% quarter-over-quarter.
  • 12 funds opened new Medical Properties Trust positions in Q2 2014 and 22 closed out, a net change of -10 holders.
  • The largest Medical Properties Trust buyer in Q2 2014 was Norges Bank, an estimated $18M added.
  • The largest Medical Properties Trust seller in Q2 2014 was Suntrust Banks, an estimated $32.2M sold.

Based on aggregated 13F filings for Q2 2014.