Simon Property Group
667 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.
8% more capital invested
Capital invested by funds: $53.8B → $58.1B (+$4.35B)
0% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 51
0.5% less ownership
Funds ownership: 95.07% → 94.57% (-0.5%)
1% less funds holding
Funds holding: 672 → 667 (-5)
4% less funds holding in top 10
Funds holding in top 10: 48 → 46 (-2)
26% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 277
31% less call options, than puts
Call options by funds: $296M | Put options by funds: $427M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$671M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$201M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$168M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$162M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$130M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$537M |
| 2 |
State Street
Boston,
Massachusetts
|
-$170M |
| 3 |
TA
Teachers Advisors
New York
|
-$155M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$135M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$123M |
SPG Hedge Fund Activity: Q1 2015 in Review
667 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2015, worth a combined $58.1B — up 8.1% from $53.8B a quarter earlier.
Fund positioning in SPG was balanced in Q1 2015: 51 funds opened new positions, 51 closed out, 204 added to existing stakes and 277 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $671M. The largest seller was Fidelity Investments, cutting an estimated $537M.
- 667 institutional investors held Simon Property Group (SPG) as of Q1 2015, down from 672 in Q4 2014.
- Funds reported $58.1B of Simon Property Group stock for Q1 2015, up 8.1% quarter-over-quarter.
- 51 funds opened new Simon Property Group positions in Q1 2015 and 51 closed out, a net change of 0 holders.
- The largest Simon Property Group buyer in Q1 2015 was Cohen & Steers, an estimated $671M added.
- The largest Simon Property Group seller in Q1 2015 was Fidelity Investments, an estimated $537M sold.
Based on aggregated 13F filings for Q1 2015.