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MPT

Medical Properties Trust

344 hedge funds and large institutions have $3.97B invested in Medical Properties Trust in 2017 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 166 increasing their positions, 86 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 23

93% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 86

9% more funds holding

Funds holding: 316344 (+28)

7% more capital invested

Capital invested by funds: $3.72B → $3.97B (+$243M)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

5.2% less ownership

Funds ownership: 89.85%84.65% (-5.2%)

41% less call options, than puts

Call options by funds: $3.3M | Put options by funds: $5.57M

Holders
344
Holders Change
+28
Holders Change %
+8.86%
% of All Funds
8.57%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
53
Increased
166
Reduced
86
Closed
23
Calls
$3.3M
Puts
$5.57M
Net Calls
-$2.27M
Net Calls Change
-$2.91M
Name Holding Trade Value Shares
Change
Change in
Stake
NPC
201
National Planning Corporation
California
$618K -$52.5K -3,946 -8%
DCM
202
Dupont Capital Management
Delaware
$614K -$559K -41,956 -47%
SIM
203
Sonora Investment Management
Arizona
$604K +$356K +26,750 +132%
SAM
204
Securian Asset Management
Minnesota
$591K +$64.7K +4,860 +12%
HSBC Holdings
205
HSBC Holdings
United Kingdom
$578K +$254K +19,069 +74%
Pacer Advisors
206
Pacer Advisors
Pennsylvania
$576K +$156K +11,710 +35%
CHAM
207
Clear Harbor Asset Management
Connecticut
$565K +$200K +15,000 +50%
MCM
208
Mengis Capital Management
Oregon
$550K +$133 +10 +0%
EMG
209
Ellington Management Group
Connecticut
$544K +$82.5K +6,200 +17%
Verition Fund Management
210
Verition Fund Management
Connecticut
$542K +$215K +16,176 +62%
Baird Financial Group
211
Baird Financial Group
Wisconsin
$539K -$37.4K -2,806 -6%
ONB
212
Old National Bancorp
Indiana
$535K +$105K +7,905 +23%
Brown Advisory
213
Brown Advisory
Maryland
$525K +$85.1K +6,389 +19%
HI
214
Honeywell International
North Carolina
$508K +$526K +39,500 New
AG
215
Advisor Group
Arizona
$506K +$49.2K +3,698 +10%
HighTower Advisors
216
HighTower Advisors
Illinois
$461K -$87.1K -6,545 -16%
ZCM
217
Zebra Capital Management
Connecticut
$458K +$48K +3,603 +11%
BC
218
Brinker Capital
Pennsylvania
$452K +$43.9K +3,299 +10%
M&T Bank
219
M&T Bank
New York
$451K +$55.3K +4,152 +13%
Daiwa Securities Group
220
Daiwa Securities Group
Japan
$418K +$99.9K +7,500 +30%
FCM
221
Flinton Capital Management
Pennsylvania
$415K +$212K +15,912 +97%
GS
222
Girard Securities
California
$412K -$7.2K -541 -2%
SAM
223
Shell Asset Management
Netherlands
$408K
RCM
224
Riverhead Capital Management
Delaware
$408K +$209K +15,718 +98%
BTS
225
BB&T Securities
Virginia
$405K +$1.36K +102 +0.3%

MPT Hedge Fund Activity: Q2 2017 in Review

344 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2017, worth a combined $3.97B — up 6.5% from $3.72B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new MPT positions and 23 closed out — a net gain of 30 holders — while 166 added to existing stakes and 86 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $92.9M. The largest seller was Cohen & Steers, exiting entirely with an estimated $71.6M sold.

  • 344 institutional investors held Medical Properties Trust (MPT) as of Q2 2017, up from 316 in Q1 2017.
  • Funds reported $3.97B of Medical Properties Trust stock for Q2 2017, up 6.5% quarter-over-quarter.
  • 53 funds opened new Medical Properties Trust positions in Q2 2017 and 23 closed out, a net change of +30 holders.
  • The largest Medical Properties Trust buyer in Q2 2017 was Principal Financial Group, an estimated $92.9M added.
  • The largest Medical Properties Trust seller in Q2 2017 was Cohen & Steers, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2017.