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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
FM
251
Forward Management
California
$7.14M -$3M -15,500 -30%
WAM
252
World Asset Management
Michigan
$6.99M -$45.5K -235 -0.7%
COPPSERS
253
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$6.98M -$4.08M -21,045 -37%
APFBOT
254
Amica Pension Fund Board of Trustees
Rhode Island
$6.83M -$920K -4,750 -12%
DCM
255
Dupont Capital Management
Delaware
$6.64M +$1.68M +8,654 +34%
PAM
256
Paradigm Asset Management
New York
$6.44M +$1.36M +7,000 +27%
Teacher Retirement System of Texas
257
Teacher Retirement System of Texas
Texas
$6.25M -$434K -2,240 -7%
SI
258
Stephens Inc
Arkansas
$6.2M -$149K -767 -2%
BCAM
259
Boston Common Asset Management
Massachusetts
$6.17M +$69.8K +360 +1%
ESCM
260
Echo Street Capital Management
New York
$5.94M +$5.89M +30,380 New
ST
261
Spot Trading
Illinois
$5.93M +$5.68M +29,331 +2,999%
LS
262
Livforsakringsbolaget Skandia
Sweden
$5.76M -$213K -1,100 -4%
RA
263
RMR Advisors
Massachusetts
$5.72M
PA
264
Profund Advisors
Maryland
$5.69M -$1.35M -6,953 -19%
QI
265
QS Investors
New York
$5.65M +$4.26M +22,000 +320%
PP
266
Prudential plc
United Kingdom
$5.63M -$2.27M -11,713 -29%
CPS
267
Counsel Portfolio Services
Ontario, Canada
$5.6M +$77.5K +400 +1%
MAM
268
Mizuho Asset Management
Japan
$5.53M +$345K +1,780 +7%
BA
269
BlackRock Advisors
Delaware
$5.49M +$139K +719 +3%
GE
270
General Electric
Ohio
$5.2M
CB
271
Chemical Bank
Michigan
$5.18M -$1.94K -10 -0%
GH
272
GAM Holding
Switzerland
$5.09M -$44.4K -229 -0.9%
BIM
273
Bridgecreek Investment Management
Oklahoma
$4.87M +$4.83M +24,905 New
CIBC World Market
274
CIBC World Market
Ontario, Canada
$4.82M +$620K +3,202 +15%
GLRA
275
Gerald L. Ray & Associates
Texas
$4.76M -$12.8K -66 -0.3%

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.