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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
Balyasny Asset Management
201
Balyasny Asset Management
Illinois
$1.11M -$6.09M -385,035 -85%
PAG
202
Private Advisor Group
New Jersey
$1.11M -$404K -25,512 -27%
NMIMC
203
Northwestern Mutual Investment Management Company
Wisconsin
$1.11M +$3.4K +215 +0.3%
SCA
204
Secor Capital Advisors
New York
$1.1M +$1.09M +68,653 New
DC
205
Davenport & Co
Virginia
$1.09M -$272K -17,200 -20%
Mitsubishi UFJ Asset Management
206
Mitsubishi UFJ Asset Management
Japan
$1.05M +$65.3K +4,128 +7%
JMPWA
207
JP Morgan Private Wealth Advisors
California
$1.05M -$176K -11,102 -14%
TRSOTSOK
208
Teachers Retirement System of the State of Kentucky
Kentucky
$1.05M
USAA
209
United Services Automobile Association
Texas
$1.05M +$150K +9,458 +17%
COPPSERS
210
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.03M -$160K -10,090 -14%
HSBC Holdings
211
HSBC Holdings
United Kingdom
$1M -$222K -14,023 -18%
PS
212
Pensionfund Sabic
Netherlands
$997K
US Bancorp
213
US Bancorp
Minnesota
$981K +$3.18K +201 +0.3%
XK
214
Xact Kapitalforvaltning
Sweden
$956K +$264K +16,700 +39%
PCM
215
Prelude Capital Management
New York
$954K +$201K +12,730 +27%
Capital Fund Management (CFM)
216
Capital Fund Management (CFM)
France
$954K +$939K +59,343 New
FMTCOCP
217
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$925K -$24.1K -1,525 -3%
Daiwa Securities Group
218
Daiwa Securities Group
Japan
$920K +$38K +2,400 +4%
TIA
219
Trust Investment Advisors
Indiana
$882K +$868K +54,850 New
ECM
220
EII Capital Management
New York
$857K +$22.6K +1,431 +3%
Robeco Institutional Asset Management
221
Robeco Institutional Asset Management
Netherlands
$844K +$830K +52,466 New
FA
222
Fagan Associates
New York
$843K +$2.94K +186 +0.4%
Stifel Financial
223
Stifel Financial
Missouri
$823K -$177K -11,184 -18%
Baird Financial Group
224
Baird Financial Group
Wisconsin
$820K +$48.5K +3,068 +6%
MC
225
Miles Capital
Iowa
$801K +$64.7K +4,092 +9%

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.