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MPT

Medical Properties Trust

281 hedge funds and large institutions have $2.22B invested in Medical Properties Trust in 2015 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 144 increasing their positions, 59 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

144% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 59

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

13% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 31

1.55% more ownership

Funds ownership: 81.63%83.18% (+1.6%)

1% more funds holding

Funds holding: 279281 (+2)

0% more capital invested

Capital invested by funds: $2.21B → $2.22B (+$1.55M)

1% less call options, than puts

Call options by funds: $3.67M | Put options by funds: $3.69M

Holders
281
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
7.84%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.2%
New
35
Increased
144
Reduced
59
Closed
31
Calls
$3.67M
Puts
$3.69M
Net Calls
-$20K
Net Calls Change
+$3.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$377M +$55M +4,436,767 +15%
BFA
2
BlackRock Fund Advisors
California
$170M +$24.6M +1,981,871 +15%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$133M +$44.4M +3,576,353 +42%
ACM
4
Americafirst Capital Management
California
$105M +$118K +9,532 New
BIT
5
BlackRock Institutional Trust
California
$80.1M +$8.42M +679,032 +10%
Northern Trust
6
Northern Trust
Illinois
$79.5M +$11.6M +932,570 +15%
LIMS
7
Lasalle Investment Management Securities
Maryland
$65.9M +$74M +5,961,063 New
State Street
8
State Street
Massachusetts
$61.1M +$321K +25,889 +0.5%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$56.9M -$28.3M -2,283,200 -31%
VFA
10
Virtus Fund Advisers
Connecticut
$54.8M +$34.9M +2,813,300 +138%
EARNEST Partners
11
EARNEST Partners
Georgia
$46.4M -$2.48M -199,877 -5%
Deutsche Bank
12
Deutsche Bank
Germany
$43M -$3.45M -278,317 -7%
Principal Financial Group
13
Principal Financial Group
Iowa
$42.1M +$6.18M +497,748 +15%
CCMLC
14
Cardinal Capital Management LLC (Connecticut)
Connecticut
$38.2M +$1.94M +156,652 +5%
EAM
15
Edge Asset Management
Washington
$36.1M +$1.23M +99,181 +3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$34.7M +$8.38M +675,294 +27%
Allianz Asset Management
17
Allianz Asset Management
Germany
$32M +$35.9M +2,891,600 New
KCM
18
Kennedy Capital Management
Missouri
$30.1M +$2.93M +236,224 +10%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$29.7M +$2.16M +173,815 +7%
Wells Fargo
20
Wells Fargo
California
$28.1M +$639K +51,487 +2%
Victory Capital Management
21
Victory Capital Management
Texas
$27.6M +$4.91M +395,600 +19%
LCP
22
Lombardia Capital Partners
California
$24.5M -$7.8M -628,990 -22%
Norges Bank
23
Norges Bank
Norway
$22.5M +$3.67M +295,615 +17%
Bank of America
24
Bank of America
North Carolina
$19M +$11.9M +956,897 +126%
Neuberger Berman Group
25
Neuberger Berman Group
New York
$18.5M -$3.65M -294,016 -15%

MPT Hedge Fund Activity: Q3 2015 in Review

281 of the 3,583 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q3 2015, worth a combined $2.22B — up 0.07% from $2.21B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new MPT positions and 31 closed out — a net gain of 4 holders — while 144 added to existing stakes and 59 trimmed.

The largest buyer was Lasalle Investment Management Securities, opening a new position worth an estimated $74M. The largest seller was AMP Capital Investors, cutting an estimated $58.1M.

  • 281 institutional investors held Medical Properties Trust (MPT) as of Q3 2015, up from 279 in Q2 2015.
  • Funds reported $2.22B of Medical Properties Trust stock for Q3 2015, up 0.07% quarter-over-quarter.
  • 35 funds opened new Medical Properties Trust positions in Q3 2015 and 31 closed out, a net change of +4 holders.
  • The largest Medical Properties Trust buyer in Q3 2015 was Lasalle Investment Management Securities, an estimated $74M added.
  • The largest Medical Properties Trust seller in Q3 2015 was AMP Capital Investors, an estimated $58.1M sold.

Based on aggregated 13F filings for Q3 2015.