Simon Property Group
SPG
1,012 hedge funds and large institutions have $37.5B invested in Simon Property Group in 2022 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 408 increasing their positions, 355 reducing their positions, and 131 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 408 | Existing positions reduced: 355
0% more call options, than puts
Call options by funds: $603M | Put options by funds: $601M
0.66% less ownership
Funds ownership: 87.94% → 87.28% (-0.66%)
3% less funds holding
Funds holding: 1,048 → 1,012 (-36)
18% less capital invested
Capital invested by funds: $46B → $37.5B (-$8.44B)
21% less first-time investments, than exits
New positions opened: 104 | Existing positions closed: 131
42% less funds holding in top 10
Funds holding in top 10: 31 → 18 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$308M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$263M |
| 3 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$157M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$96.4M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$92.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$236M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$225M |
| 3 |
SOMRS
State of Michigan Retirement System
Lansing,
Michigan
|
-$156M |
| 4 |
BlackRock
New York
|
-$136M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$103M |
SPG Hedge Fund Activity: Q1 2022 in Review
1,012 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2022, worth a combined $37.5B — down 18% from $46B a quarter earlier.
Sellers outnumbered buyers: 131 funds closed out of SPG and 104 opened new positions — a net loss of 27 holders — while 355 trimmed existing stakes and 408 added.
The largest buyer was State Street, adding an estimated $308M. The largest seller was Fidelity Investments, cutting an estimated $236M.
- 1,012 institutional investors held Simon Property Group (SPG) as of Q1 2022, down from 1,048 in Q4 2021.
- Funds reported $37.5B of Simon Property Group stock for Q1 2022, down 18% quarter-over-quarter.
- 104 funds opened new Simon Property Group positions in Q1 2022 and 131 closed out, a net change of -27 holders.
- The largest Simon Property Group buyer in Q1 2022 was State Street, an estimated $308M added.
- The largest Simon Property Group seller in Q1 2022 was Fidelity Investments, an estimated $236M sold.
Based on aggregated 13F filings for Q1 2022.