Simon Property Group
654 hedge funds and large institutions have $48.8B invested in Simon Property Group in 2017 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 245 increasing their positions, 246 reducing their positions, and 57 closing their positions.
4% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 57
0% less repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 246
0.43% less ownership
Funds ownership: 97.95% → 97.52% (-0.43%)
1% less capital invested
Capital invested by funds: $49.5B → $48.8B (-$661M)
1% less funds holding
Funds holding: 663 → 654 (-9)
19% less funds holding in top 10
Funds holding in top 10: 43 → 35 (-8)
50% less call options, than puts
Call options by funds: $296M | Put options by funds: $588M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$221M |
| 2 |
Bank of New York Mellon
New York
|
+$126M |
| 3 |
Cohen & Steers
New York
|
+$115M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$73M |
| 5 |
RC
Resolution Capital
Sydney, NSW,
Australia
|
+$67.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$505M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$227M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$146M |
| 4 |
Renaissance Technologies
New York
|
-$140M |
| 5 |
Morgan Stanley
New York
|
-$100M |
SPG Hedge Fund Activity: Q3 2017 in Review
654 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2017, worth a combined $48.8B — down 1.3% from $49.5B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new SPG positions and 57 closed out — a net gain of 2 holders — while 245 added to existing stakes and 246 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $221M. The largest seller was Brookfield Corp, exiting entirely with an estimated $505M sold.
- 654 institutional investors held Simon Property Group (SPG) as of Q3 2017, down from 663 in Q2 2017.
- Funds reported $48.8B of Simon Property Group stock for Q3 2017, down 1.3% quarter-over-quarter.
- 59 funds opened new Simon Property Group positions in Q3 2017 and 57 closed out, a net change of +2 holders.
- The largest Simon Property Group buyer in Q3 2017 was JP Morgan Chase, an estimated $221M added.
- The largest Simon Property Group seller in Q3 2017 was Brookfield Corp, an estimated $505M sold.
Based on aggregated 13F filings for Q3 2017.