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Simon Property Group
SPG

672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 23

15% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 213

12% more funds holding

Funds holding: 598 → 672 (+74)

12% more funds holding in top 10

Funds holding in top 10: 43 → 48 (+5)

8% more capital invested

Capital invested by funds: $49.7B → $53.8B (+$4.02B)

8% less call options, than puts

Call options by funds: $409M | Put options by funds: $442M

1.98% less ownership

Funds ownership: 97.04% → 95.07% (-2%)

Holders
672
Holders Change
+74
Holders Change %
+12.37%
% of All Funds
17.92%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.28%
New
107
Increased
246
Reduced
213
Closed
23
Calls
$409M
Puts
$442M
Net Calls
-$33.4M
Net Calls Change
-$188M

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$155M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$151M
3
BIT
BlackRock Institutional Trust
California
+$137M
4
State Street
State Street
Massachusetts
+$99.5M
5
Principal Financial Group
Principal Financial Group
Iowa
+$97.7M

Top Sellers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
-$662M
2
Deutsche Bank
Deutsche Bank
Germany
-$460M
3
Invesco
Invesco
Georgia
-$228M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$192M
5
Norges Bank
Norges Bank
Norway
-$186M
Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
326
Wesley Capital Management
New York
$2.69M +$931K +5,250 +55%
TMAM
327
Tokio Marine Asset Management
Japan
$2.58M -$879K -4,956 -26%
ECA
328
Endeavour Capital Advisors
Connecticut
$2.58M +$2.51M +14,141 New
GF
329
Gerstein Fisher
New York
$2.57M +$548K +3,087 +29%
GEM
330
Global Endowment Management
North Carolina
$2.56M -$1.74M -9,780 -41%
GG
331
Gofen & Glossberg
Illinois
$2.55M – – –
AAIM
332
American Assets Investment Management
California
$2.54M – – –
NC
333
Northpointe Capital
Michigan
$2.52M +$2.45M +13,831 New
Federated Hermes
334
Federated Hermes
Pennsylvania
$2.49M +$302K +1,705 +14%
AACA
335
American Assets Capital Advisers
California
$2.47M +$2.4M +13,551 New
DLCIG
336
D.L. Carlson Investment Group
New Hampshire
$2.44M – – –
ANI
337
American National Insurance
Texas
$2.42M – – –
GCP
338
GSA Capital Partners
United Kingdom
$2.4M +$2.34M +13,166 New
HT
339
HAP Trading
New York
$2.39M +$2.33M +13,110 New
CS
340
Candriam SCA
Luxembourg
$2.35M +$2.29M +12,895 New
Toronto Dominion Bank
341
Toronto Dominion Bank
Ontario, Canada
$2.33M +$1.23M +6,957 +119%
AIC
342
Aurora Investment Counsel
Georgia
$2.3M +$68.3K +385 +3%
FAM
343
Fred Alger Management
New York
$2.27M +$160K +900 +8%
TCOT
344
Trust Company of Toledo
Ohio
$2.27M +$1.06M +5,954 +92%
CSS
345
Cubist Systematic Strategies
Connecticut
$2.26M +$1.91M +10,751 +654%
ICRM
346
Insight Capital Research & Management
California
$2.23M -$19.5K -110 -0.9%
HI
347
HBK Investments
Texas
$2.22M +$2.16M +12,200 New
Commonwealth Equity Services
348
Commonwealth Equity Services
Massachusetts
$2.17M +$104K +586 +5%
JIM
349
Jupiter Investment Management
United Kingdom
$2.17M +$2.11M +11,900 New
FIM
350
Friedberg Investment Management
Texas
$2.15M +$19.5K +110 +0.9%
12 13
14
15 16

SPG Hedge Fund Activity: Q4 2014 in Review

672 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2014, worth a combined $53.8B — up 8.1% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SPG positions and 23 closed out — a net gain of 84 holders — while 246 added to existing stakes and 213 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $155M. The largest seller was Cohen & Steers, cutting an estimated $662M.

  • 672 institutional investors held Simon Property Group (SPG) as of Q4 2014, up from 598 in Q3 2014.
  • Funds reported $53.8B of Simon Property Group stock for Q4 2014, up 8.1% quarter-over-quarter.
  • 107 funds opened new Simon Property Group positions in Q4 2014 and 23 closed out, a net change of +84 holders.
  • The largest Simon Property Group buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $155M added.
  • The largest Simon Property Group seller in Q4 2014 was Cohen & Steers, an estimated $662M sold.

Based on aggregated 13F filings for Q4 2014.