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Medical Properties Trust
MPW

Overview Fund Activity

592 hedge funds and large institutions have $4.3B invested in Medical Properties Trust in 2023 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 242 increasing their positions, 189 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
592
Holders Change
-33
Holders Change %
-5.28%
% of All Funds
9.34%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
71
Increased
242
Reduced
189
Closed
98
Calls
$181M
Puts
$394M
Net Calls
-$213M
Net Calls Change
+$16.6M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$427M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$90.2M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$65.6M
4
Norges Bank
4
Norges Bank
Norway
$55.3M
5
SEI Investments
5
SEI Investments
Pennsylvania
$18.7M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$20.3M
2
SP
2
Sarasin & Partners
United Kingdom
$0
3
BlackRock
3
BlackRock
New York
$641M
4
NIG
4
NFJ Investment Group
Texas
$3.15M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$83.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASFA
251
All Season Financial Advisors
Colorado
$555K +$555K +59,947 New
LP
252
LMR Partners
United Kingdom
$554K +$554K +59,800 New
CJFS
253
Coulter & Justus Financial Services
Tennessee
$542K +$19.6K +2,114 +4%
JPMPWA
254
J.P. Morgan Private Wealth Advisors
California
$539K +$369K +39,808 +216%
MA
255
Mutual Advisors
Nebraska
$535K +$57.7K +6,228 +12%
OAM
256
Oppenheimer Asset Management
New York
$533K +$533K +57,581 New
AF
257
Affiance Financial
Minnesota
$530K – – –
DnB Asset Management
258
DnB Asset Management
Norway
$529K -$646K -69,806 -55%
BA
259
Bristlecone Advisors
Washington
$524K +$72.4K +7,819 +16%
KeyBank National Association
260
KeyBank National Association
Ohio
$519K -$18K -1,946 -3%
SIC
261
Samalin Investment Counsel
New York
$509K +$109K +11,792 +27%
SAM
262
Securian Asset Management
Minnesota
$494K -$11.6K -1,253 -2%
SRC
263
Shufro Rose & Co
New York
$493K +$43.1K +4,650 +10%
SPIA
264
Steward Partners Investment Advisory
New York
$482K +$96K +10,371 +25%
OTL
265
Oak Thistle LLC
New York
$475K +$475K +51,256 New
WAM
266
Wolverine Asset Management
Illinois
$470K -$394K -42,551 -46%
AFO
267
Allie Family Office
Florida
$465K – – –
US Bancorp
268
US Bancorp
Minnesota
$462K +$180K +19,399 +64%
LMIM
269
Lockheed Martin Investment Management
Maryland
$455K +$48.2K +5,200 +12%
AC
270
Anson Capital
Georgia
$454K +$136K +14,642 +43%
APG
271
Abacus Planning Group
South Carolina
$452K +$452K +48,855 New
State of Wisconsin Investment Board
272
State of Wisconsin Investment Board
Wisconsin
$438K -$5.14M -555,463 -92%
KCM
273
Kendall Capital Management
Maryland
$430K -$41.4K -4,475 -9%
WS
274
Wedbush Securities
California
$426K +$5.47K +591 +1%
CMS
275
Capital Market Strategies
Florida
$425K +$38K +4,100 +10%
9 10
11
12 13