Simon Property Group
1,053 hedge funds and large institutions have $42.2B invested in Simon Property Group in 2023 Q4 according to their latest regulatory filings, with 170 funds opening new positions, 345 increasing their positions, 393 reducing their positions, and 85 closing their positions.
100% more first-time investments, than exits
New positions opened: 170 | Existing positions closed: 85
60% more funds holding in top 10
Funds holding in top 10: 15 → 24 (+9)
36% more capital invested
Capital invested by funds: $31B → $42.2B (+$11.2B)
7% more funds holding
Funds holding: 982 → 1,053 (+71)
3.11% more ownership
Funds ownership: 87.73% → 90.84% (+3.1%)
1% more call options, than puts
Call options by funds: $510M | Put options by funds: $505M
12% less repeat investments, than reductions
Existing positions increased: 345 | Existing positions reduced: 393
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$692M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$680M |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$80.6M |
| 4 |
Barclays
London,
United Kingdom
|
+$77.2M |
| 5 |
State Street
Boston,
Massachusetts
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northern Trust
Chicago,
Illinois
|
-$92.4M |
| 2 |
Cohen & Steers
New York
|
-$58M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$55.9M |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
-$49.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$49.3M |
SPG Hedge Fund Activity: Q4 2023 in Review
1,053 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2023, worth a combined $42.2B — up 36% from $31B a quarter earlier.
Buyers outnumbered sellers: 170 funds opened new SPG positions and 85 closed out — a net gain of 85 holders — while 345 added to existing stakes and 393 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $692M. The largest seller was Northern Trust, cutting an estimated $92.4M.
- 1,053 institutional investors held Simon Property Group (SPG) as of Q4 2023, up from 982 in Q3 2023.
- Funds reported $42.2B of Simon Property Group stock for Q4 2023, up 36% quarter-over-quarter.
- 170 funds opened new Simon Property Group positions in Q4 2023 and 85 closed out, a net change of +85 holders.
- The largest Simon Property Group buyer in Q4 2023 was Morgan Stanley, an estimated $692M added.
- The largest Simon Property Group seller in Q4 2023 was Northern Trust, an estimated $92.4M sold.
Based on aggregated 13F filings for Q4 2023.