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Simon Property Group

667 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $53.8B → $58.1B (+$4.35B)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0.5% less ownership

Funds ownership: 95.07%94.57% (-0.5%)

1% less funds holding

Funds holding: 672667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

26% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 277

31% less call options, than puts

Call options by funds: $296M | Put options by funds: $427M

Holders
667
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
17.78%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
51
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
226
Huntington National Bank
Ohio
$9.92M -$979K -5,052 -9%
OTPPB
227
Ontario Teachers' Pension Plan Board
Ontario, Canada
$9.74M
CA
228
Commerzbank Aktiengesellschaft
Germany
$9.49M -$1.1M -5,665 -10%
B
229
BP
United Kingdom
$9.39M
BTS
230
BB&T Securities
Virginia
$9.2M +$53.7K +277 +6%
ELC
231
Edgar Lomax Company
Virginia
$9.19M -$155K -800 -2%
RCM
232
Riverhead Capital Management
Delaware
$9.18M -$103K -533 -1%
SMDAM
233
Sumitomo Mitsui DS Asset Management
Japan
$9.12M -$268K -1,382 -3%
QIM
234
Quest Investment Management
Oregon
$8.91M +$1.92M +9,916 +28%
BKBG
235
BHF Kleinwort Benson Group
Belgium
$8.86M -$1.33M -6,840 -13%
MOACM
236
Mutual of America Capital Management
New York
$8.79M +$38K +196 +0.4%
Citadel Advisors
237
Citadel Advisors
Florida
$8.76M -$1.15M -5,934 -12%
Calamos Advisors
238
Calamos Advisors
Illinois
$8.7M +$5.04K +26 +0.1%
Envestnet Asset Management
239
Envestnet Asset Management
Illinois
$8.7M +$8.02M +41,407 +1,364%
AL
240
AJO LP
Pennsylvania
$8.61M +$107K +550 +1%
CGC
241
Cloud Gate Capital
Illinois
$8.53M +$4.08M +21,070 +94%
IOOF
242
Independent Order of Foresters
Ontario, Canada
$8.4M
CA
243
Cullinan Associates
Kentucky
$8.39M +$8.3M +42,863 New
DILH
244
Dai-ichi Life Holdings
Japan
$8.11M +$751K +3,874 +10%
CEP
245
Chicago Equity Partners
Illinois
$8.07M -$299K -1,545 -4%
CCMG
246
Clark Capital Management Group
Pennsylvania
$7.84M +$324K +1,670 +4%
MSA
247
Mason Street Advisors
Wisconsin
$7.83M -$2.04M -10,503 -21%
OPERF
248
Oregon Public Employees Retirement Fund
Oregon
$7.68M +$116K +600 +2%
GIA
249
Gateway Investment Advisers
Ohio
$7.41M +$29.6K +153 +0.4%
AAF
250
Andra AP-fonden
Sweden
$7.3M -$1.4M -7,200 -16%

SPG Hedge Fund Activity: Q1 2015 in Review

667 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2015, worth a combined $58.1B — up 8.1% from $53.8B a quarter earlier.

Fund positioning in SPG was balanced in Q1 2015: 51 funds opened new positions, 51 closed out, 204 added to existing stakes and 277 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $671M. The largest seller was Fidelity Investments, cutting an estimated $537M.

  • 667 institutional investors held Simon Property Group (SPG) as of Q1 2015, down from 672 in Q4 2014.
  • Funds reported $58.1B of Simon Property Group stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 51 funds opened new Simon Property Group positions in Q1 2015 and 51 closed out, a net change of 0 holders.
  • The largest Simon Property Group buyer in Q1 2015 was Cohen & Steers, an estimated $671M added.
  • The largest Simon Property Group seller in Q1 2015 was Fidelity Investments, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2015.