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Simon Property Group
SPG

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

7% more funds holding in top 10

Funds holding in top 10: 43 → 46 (+3)

5% more capital invested

Capital invested by funds: $44.8B → $47.2B (+$2.4B)

4% more funds holding

Funds holding: 560 → 582 (+22)

2.7% more ownership

Funds ownership: 103.65% → 106.35% (+2.7%)

8% more call options, than puts

Call options by funds: $313M | Put options by funds: $289M

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.89%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$251M
2
Barclays
Barclays
United Kingdom
+$129M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$124M
4
EVM
Eaton Vance Management
Massachusetts
+$106M
5
SAMC
Shinko Asset Management Company
Japan
+$83.2M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$197M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$113M
3
JHIU
Janus Henderson Investors US
Colorado
-$87.7M
4
Bank of America
Bank of America
North Carolina
-$74M
5
SCRM
Security Capital Research & Management
Illinois
-$65.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Walleye Trading
326
Walleye Trading
New York
$1.62M +$8.21K +57 +0.5%
MERSOM
327
Municipal Employees' Retirement System of Michigan
Michigan
$1.6M – – –
DCM
328
Decade Capital Management
New York
$1.57M +$26.4K +183 +2%
M&T Bank
329
M&T Bank
New York
$1.56M -$46.1K -320 -3%
BP
330
Banyan Partners
Florida
$1.55M +$1.35M +9,368 +634%
GCA
331
Gideon Capital Advisors
New York
$1.54M +$1.55M +10,730 New
ODCM
332
Old Dominion Capital Management
Virginia
$1.52M +$50.9K +353 +3%
BAMCO Inc
333
BAMCO Inc
New York
$1.51M +$322K +2,233 +27%
FAM
334
Fred Alger Management
New York
$1.5M – – –
LIA
335
LS Investment Advisors
Michigan
$1.47M -$264K -1,831 -15%
GLAM
336
Gardner Lewis Asset Management
Pennsylvania
$1.46M +$1.47M +10,196 New
TSW
337
Thompson Siegel & Walmsley
Virginia
$1.45M +$643K +4,465 +79%
RA
338
Rational Advisors
New York
$1.44M +$1.04M +7,216 +254%
ST
339
Spinnaker Trust
Maine
$1.43M -$53.7K -373 -4%
Truist Financial
340
Truist Financial
North Carolina
$1.43M +$169K +1,170 +13%
Two Sigma Investments
341
Two Sigma Investments
New York
$1.43M -$41M -284,647 -97%
SIM
342
SSI Investment Management
California
$1.41M -$354K -2,459 -20%
Commonwealth Equity Services
343
Commonwealth Equity Services
Massachusetts
$1.39M +$167K +1,156 +13%
AIU
344
Algebris Investments (UK)
United Kingdom
$1.39M +$194K +1,344 +16%
FNBOMD
345
First National Bank of Mount Dora
Florida
$1.38M – – –
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$1.34M +$1.05M +7,300 +351%
CIBC World Market
347
CIBC World Market
Ontario, Canada
$1.34M -$1.19M -8,294 -47%
BF
348
BOK Financial
Oklahoma
$1.31M +$163K +1,128 +14%
DILH
349
Dai-ichi Life Holdings
Japan
$1.29M – – –
Mirae Asset Global Investments
350
Mirae Asset Global Investments
South Korea
$1.28M +$54.5K +378 +4%
12 13
14
15 16

SPG Hedge Fund Activity: Q4 2013 in Review

582 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2013, worth a combined $47.2B — up 5.4% from $44.8B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new SPG positions and 34 closed out — a net gain of 27 holders — while 195 added to existing stakes and 237 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $251M. The largest seller was JP Morgan Chase, cutting an estimated $197M.

  • 582 institutional investors held Simon Property Group (SPG) as of Q4 2013, up from 560 in Q3 2013.
  • Funds reported $47.2B of Simon Property Group stock for Q4 2013, up 5.4% quarter-over-quarter.
  • 61 funds opened new Simon Property Group positions in Q4 2013 and 34 closed out, a net change of +27 holders.
  • The largest Simon Property Group buyer in Q4 2013 was Cohen & Steers, an estimated $251M added.
  • The largest Simon Property Group seller in Q4 2013 was JP Morgan Chase, an estimated $197M sold.

Based on aggregated 13F filings for Q4 2013.