Simon Property Group
663 hedge funds and large institutions have $16B invested in Simon Property Group in 2020 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 262 increasing their positions, 252 reducing their positions, and 197 closing their positions.
4% more repeat investments, than reductions
Existing positions increased: 262 | Existing positions reduced: 252
0.47% less ownership
Funds ownership: 95.99% → 95.52% (-0.47%)
16% less funds holding
Funds holding: 787 → 663 (-124)
32% less call options, than puts
Call options by funds: $146M | Put options by funds: $214M
59% less first-time investments, than exits
New positions opened: 81 | Existing positions closed: 197
64% less capital invested
Capital invested by funds: $43.8B → $16B (-$27.9B)
68% less funds holding in top 10
Funds holding in top 10: 25 → 8 (-17)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$964M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$721M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$213M |
| 4 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
+$198M |
| 5 |
LCM
Laurion Capital Management
New York
|
+$158M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$804M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$442M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$239M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$174M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$151M |
SPG Hedge Fund Activity: Q1 2020 in Review
663 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2020, worth a combined $16B — down 64% from $43.8B a quarter earlier.
Sellers outnumbered buyers: 197 funds closed out of SPG and 81 opened new positions — a net loss of 116 holders — while 252 trimmed existing stakes and 262 added.
The largest buyer was Cohen & Steers, adding an estimated $964M. The largest seller was Wellington Management Group, cutting an estimated $804M.
- 663 institutional investors held Simon Property Group (SPG) as of Q1 2020, down from 787 in Q4 2019.
- Funds reported $16B of Simon Property Group stock for Q1 2020, down 64% quarter-over-quarter.
- 81 funds opened new Simon Property Group positions in Q1 2020 and 197 closed out, a net change of -116 holders.
- The largest Simon Property Group buyer in Q1 2020 was Cohen & Steers, an estimated $964M added.
- The largest Simon Property Group seller in Q1 2020 was Wellington Management Group, an estimated $804M sold.
Based on aggregated 13F filings for Q1 2020.