Simon Property Group
784 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 268 reducing their positions, and 60 closing their positions.
92% more first-time investments, than exits
New positions opened: 115 | Existing positions closed: 60
7% more funds holding
Funds holding: 734 → 784 (+50)
7% more repeat investments, than reductions
Existing positions increased: 288 | Existing positions reduced: 268
0.77% less ownership
Funds ownership: 97.41% → 96.65% (-0.77%)
6% less capital invested
Capital invested by funds: $53.2B → $49.9B (-$3.29B)
11% less funds holding in top 10
Funds holding in top 10: 35 → 31 (-4)
53% less call options, than puts
Call options by funds: $157M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$763M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$238M |
| 3 |
Swedbank
Stockholm,
Sweden
|
+$170M |
| 4 |
BlackRock
New York
|
+$137M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$103M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$842M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$241M |
| 3 |
Morgan Stanley
New York
|
-$229M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$202M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
-$184M |
SPG Hedge Fund Activity: Q4 2018 in Review
784 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2018, worth a combined $49.9B — down 6.2% from $53.2B a quarter earlier.
Buyers outnumbered sellers: 115 funds opened new SPG positions and 60 closed out — a net gain of 55 holders — while 288 added to existing stakes and 268 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $763M. The largest seller was Cohen & Steers, cutting an estimated $842M.
- 784 institutional investors held Simon Property Group (SPG) as of Q4 2018, up from 734 in Q3 2018.
- Funds reported $49.9B of Simon Property Group stock for Q4 2018, down 6.2% quarter-over-quarter.
- 115 funds opened new Simon Property Group positions in Q4 2018 and 60 closed out, a net change of +55 holders.
- The largest Simon Property Group buyer in Q4 2018 was Capital Research Global Investors, an estimated $763M added.
- The largest Simon Property Group seller in Q4 2018 was Cohen & Steers, an estimated $842M sold.
Based on aggregated 13F filings for Q4 2018.