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MPT

Medical Properties Trust

500 hedge funds and large institutions have $1.66B invested in Medical Properties Trust in 2024 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 162 increasing their positions, 193 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 76

2% less funds holding

Funds holding: 510500 (-10)

7.11% less ownership

Funds ownership: 71.12%64.01% (-7.1%)

16% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 193

17% less capital invested

Capital invested by funds: $2B → $1.66B (-$343M)

37% less call options, than puts

Call options by funds: $122M | Put options by funds: $193M

Holders
500
Holders Change
-10
Holders Change %
-1.96%
% of All Funds
7.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
76
Increased
162
Reduced
193
Closed
76
Calls
$122M
Puts
$193M
Net Calls
-$70.6M
Net Calls Change
+$5.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$397M -$12.1M -2,524,525 -3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$397M -$4.57M -954,005 -1%
State Street
3
State Street
Massachusetts
$145M -$4.48M -935,444 -3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$46.5M +$791K +165,171 +2%
Charles Schwab
5
Charles Schwab
California
$43.5M +$1.21M +251,766 +3%
Morgan Stanley
6
Morgan Stanley
New York
$43.3M -$7.46M -1,557,841 -13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$37.2M +$1.57M +328,184 +4%
Deutsche Bank
8
Deutsche Bank
Germany
$33.9M -$283K -59,155 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$29.8M +$6.11M +1,274,481 +23%
Legal & General Group
10
Legal & General Group
United Kingdom
$21.4M -$4.03M -841,669 -14%
WAM
11
Wilsey Asset Management
California
$18.9M +$4.49M +936,631 +27%
Northern Trust
12
Northern Trust
Illinois
$16.7M +$807K +168,409 +5%
Jane Street
13
Jane Street
New York
$15.6M +$8.04M +1,676,994 +87%
Principal Financial Group
14
Principal Financial Group
Iowa
$12.7M -$688K -143,486 -5%
Balyasny Asset Management
15
Balyasny Asset Management
Illinois
$12.4M +$13.1M +2,725,005 +1,882%
Group One Trading
16
Group One Trading
Illinois
$12M -$1.45M -302,551 -10%
Invesco
17
Invesco
Georgia
$11.8M -$8.36M -1,744,139 -39%
Coatue Management
18
Coatue Management
New York
$10.9M -$6.96M -1,452,131 -37%
HRES
19
Heitman Real Estate Securities
Illinois
$10.6M +$5.46M +1,138,481 +86%
SPC
20
Silver Point Capital
Connecticut
$10.1M -$8.51M -1,775,000 -43%
Ameriprise
21
Ameriprise
Minnesota
$9.62M -$1.53M -320,019 -13%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$8.46M +$9.4M +1,962,375 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$8.03M -$12.7M -2,645,403 -59%
Allianz Asset Management
24
Allianz Asset Management
Germany
$7.49M +$8.33M +1,738,167 New
Macquarie Group
25
Macquarie Group
Australia
$7.41M -$15.2M -3,176,962 -65%

MPT Hedge Fund Activity: Q2 2024 in Review

500 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Medical Properties Trust (MPT) for Q2 2024, worth a combined $1.66B — down 17% from $2B a quarter earlier.

Fund positioning in MPT was balanced in Q2 2024: 76 funds opened new positions, 76 closed out, 162 added to existing stakes and 193 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $13.1M. The largest seller was Centersquare Investment Management, exiting entirely with an estimated $46.8M sold.

  • 500 institutional investors held Medical Properties Trust (MPT) as of Q2 2024, down from 510 in Q1 2024.
  • Funds reported $1.66B of Medical Properties Trust stock for Q2 2024, down 17% quarter-over-quarter.
  • 76 funds opened new Medical Properties Trust positions in Q2 2024 and 76 closed out, a net change of 0 holders.
  • The largest Medical Properties Trust buyer in Q2 2024 was Balyasny Asset Management, an estimated $13.1M added.
  • The largest Medical Properties Trust seller in Q2 2024 was Centersquare Investment Management, an estimated $46.8M sold.

Based on aggregated 13F filings for Q2 2024.