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MPT

Medical Properties Trust

244 hedge funds and large institutions have $1.69B invested in Medical Properties Trust in 2014 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 96 increasing their positions, 68 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 23

41% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 68

12% more capital invested

Capital invested by funds: $1.52B → $1.69B (+$176M)

5% more funds holding

Funds holding: 232244 (+12)

1.33% more ownership

Funds ownership: 76.96%78.29% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

28% less call options, than puts

Call options by funds: $1.16M | Put options by funds: $1.61M

Holders
244
Holders Change
+12
Holders Change %
+5.17%
% of All Funds
7.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
38
Increased
96
Reduced
68
Closed
23
Calls
$1.16M
Puts
$1.61M
Net Calls
-$455K
Net Calls Change
+$393K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$299M +$29.7M +2,315,173 +11%
BFA
2
BlackRock Fund Advisors
California
$136M +$6.03M +469,222 +5%
AllianceBernstein
3
AllianceBernstein
Tennessee
$106M +$10.2M +796,189 +11%
BIT
4
BlackRock Institutional Trust
California
$70.1M +$2.1M +163,910 +3%
Northern Trust
5
Northern Trust
Illinois
$66.7M +$6.01M +468,258 +10%
EARNEST Partners
6
EARNEST Partners
Georgia
$63.3M -$3.43M -267,367 -5%
DLG
7
Daniel L. Goodwin
$53.3M
State Street
8
State Street
Massachusetts
$49.5M +$609K +47,454 +1%
Principal Financial Group
9
Principal Financial Group
Iowa
$40.1M +$88.2K +6,867 +0.2%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$37.9M -$469K -36,507 -1%
LCP
11
Lombardia Capital Partners
California
$35.7M -$1.13M -87,855 -3%
SB
12
Suntrust Banks
Georgia
$32.4M +$32.4M +2,521,912 +17,039%
MCM
13
Munder Capital Management
Michigan
$32.2M +$1.35M +104,996 +4%
CS
14
Credit Suisse
Switzerland
$28.5M -$28K -2,181 -0.1%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$27.2M +$367K +28,573 +1%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.3M +$1.31M +101,868 +6%
Morgan Stanley
17
Morgan Stanley
New York
$23.1M -$2.85M -222,071 -11%
KCM
18
Kennedy Capital Management
Missouri
$21.4M +$1.54M +120,172 +8%
FMA
19
Fiduciary Management Associates
Illinois
$21.1M +$10.4K +810 +0%
Wells Fargo
20
Wells Fargo
California
$19.8M +$5.12M +398,317 +35%
PRCM
21
Pine River Capital Management
Minnesota
$18.4M +$18.5M +1,438,566 New
SM
22
Stratton Management
Pennsylvania
$18.2M
Norges Bank
23
Norges Bank
Norway
$17.3M
MAA
24
Managed Account Advisors
New Jersey
$16.4M -$15K -1,168 -0.1%
PFMOSF
25
Philadelphia Financial Management of San Francisco
California
$15.1M +$15.2M +1,184,379 New

MPT Hedge Fund Activity: Q1 2014 in Review

244 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2014, worth a combined $1.69B — up 12% from $1.52B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new MPT positions and 23 closed out — a net gain of 15 holders — while 96 added to existing stakes and 68 trimmed.

The largest buyer was Suntrust Banks, adding an estimated $32.4M. The largest seller was Barclays, cutting an estimated $12.6M.

  • 244 institutional investors held Medical Properties Trust (MPT) as of Q1 2014, up from 232 in Q4 2013.
  • Funds reported $1.69B of Medical Properties Trust stock for Q1 2014, up 12% quarter-over-quarter.
  • 38 funds opened new Medical Properties Trust positions in Q1 2014 and 23 closed out, a net change of +15 holders.
  • The largest Medical Properties Trust buyer in Q1 2014 was Suntrust Banks, an estimated $32.4M added.
  • The largest Medical Properties Trust seller in Q1 2014 was Barclays, an estimated $12.6M sold.

Based on aggregated 13F filings for Q1 2014.