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MPT

Medical Properties Trust

372 hedge funds and large institutions have $3.77B invested in Medical Properties Trust in 2018 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 143 increasing their positions, 127 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 35

13% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 127

3% more funds holding

Funds holding: 361372 (+11)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1.65% less ownership

Funds ownership: 81.12%79.47% (-1.7%)

7% less capital invested

Capital invested by funds: $4.07B → $3.77B (-$302M)

43% less call options, than puts

Call options by funds: $2.43M | Put options by funds: $4.25M

Holders
372
Holders Change
+11
Holders Change %
+3.05%
% of All Funds
8.52%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
49
Increased
143
Reduced
127
Closed
35
Calls
$2.43M
Puts
$4.25M
Net Calls
-$1.82M
Net Calls Change
+$900K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$715M -$36.6M -2,859,685 -5%
BlackRock
2
BlackRock
New York
$523M +$8.1M +632,842 +2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$281M -$4.02M -314,230 -1%
State Street
4
State Street
Massachusetts
$161M +$1.2M +93,929 +0.8%
Principal Financial Group
5
Principal Financial Group
Iowa
$151M +$5.11M +399,460 +4%
FS
6
Feinberg Stephen
$122M
LSV Asset Management
7
LSV Asset Management
Illinois
$120M +$5.37M +419,700 +5%
Northern Trust
8
Northern Trust
Illinois
$108M +$3.4M +265,411 +3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$107M -$51.6M -4,030,343 -33%
CCMLC
10
Cardinal Capital Management LLC (Connecticut)
Connecticut
$74.3M +$4.13M +322,908 +6%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$70.3M +$3.08M +240,365 +5%
CVA
12
Ceredex Value Advisors
Florida
$66.8M +$64.5M +5,040,677 New
EARNEST Partners
13
EARNEST Partners
Georgia
$54.3M +$855K +66,753 +2%
Prudential Financial
14
Prudential Financial
New Jersey
$48.2M -$7.44M -581,036 -14%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$44.8M +$5.32M +415,699 +14%
SFM
16
Systematic Financial Management
New Jersey
$44M -$3.51M -274,008 -7%
Norges Bank
17
Norges Bank
Norway
$42.8M
Wells Fargo
18
Wells Fargo
California
$37.1M -$4.36M -340,784 -11%
Invesco
19
Invesco
Georgia
$28.4M +$13.7M +1,071,364 +96%
Charles Schwab
20
Charles Schwab
California
$27.9M +$1.58M +123,453 +6%
AllianceBernstein
21
AllianceBernstein
Tennessee
$27.7M +$4.27M +333,580 +19%
Russell Investments Group
22
Russell Investments Group
United Kingdom
$23.9M +$84.1K +6,566 +0.4%
Bank of America
23
Bank of America
North Carolina
$23.2M -$197K -15,355 -0.9%
New York State Common Retirement Fund
24
New York State Common Retirement Fund
New York
$21.6M -$198K -15,500 -0.9%
SCM
25
Sterling Capital Management
North Carolina
$20.6M +$3.14M +245,366 +18%

MPT Hedge Fund Activity: Q1 2018 in Review

372 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q1 2018, worth a combined $3.77B — down 7.4% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new MPT positions and 35 closed out — a net gain of 14 holders — while 143 added to existing stakes and 127 trimmed.

The largest buyer was Invesco, adding an estimated $13.7M. The largest seller was Bank of New York Mellon, cutting an estimated $51.6M.

  • 372 institutional investors held Medical Properties Trust (MPT) as of Q1 2018, up from 361 in Q4 2017.
  • Funds reported $3.77B of Medical Properties Trust stock for Q1 2018, down 7.4% quarter-over-quarter.
  • 49 funds opened new Medical Properties Trust positions in Q1 2018 and 35 closed out, a net change of +14 holders.
  • The largest Medical Properties Trust buyer in Q1 2018 was Invesco, an estimated $13.7M added.
  • The largest Medical Properties Trust seller in Q1 2018 was Bank of New York Mellon, an estimated $51.6M sold.

Based on aggregated 13F filings for Q1 2018.