Simon Property Group
713 hedge funds and large institutions have $51.1B invested in Simon Property Group in 2018 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 253 increasing their positions, 266 reducing their positions, and 53 closing their positions.
47% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 53
12% more capital invested
Capital invested by funds: $45.8B → $51.1B (+$5.31B)
9% more funds holding in top 10
Funds holding in top 10: 34 → 37 (+3)
4.37% more ownership
Funds ownership: 92.64% → 97% (+4.4%)
3% more funds holding
Funds holding: 691 → 713 (+22)
5% less repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 266
17% less call options, than puts
Call options by funds: $299M | Put options by funds: $362M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$575M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$557M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$127M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$100M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$90M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$401M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$249M |
| 3 |
JP Morgan Chase
New York
|
-$151M |
| 4 |
Morgan Stanley
New York
|
-$132M |
| 5 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$113M |
SPG Hedge Fund Activity: Q2 2018 in Review
713 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2018, worth a combined $51.1B — up 12% from $45.8B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SPG positions and 53 closed out — a net gain of 25 holders — while 253 added to existing stakes and 266 trimmed.
The largest buyer was Brookfield Corp, opening a new position worth an estimated $575M. The largest seller was Vanguard Group, cutting an estimated $401M.
- 713 institutional investors held Simon Property Group (SPG) as of Q2 2018, up from 691 in Q1 2018.
- Funds reported $51.1B of Simon Property Group stock for Q2 2018, up 12% quarter-over-quarter.
- 78 funds opened new Simon Property Group positions in Q2 2018 and 53 closed out, a net change of +25 holders.
- The largest Simon Property Group buyer in Q2 2018 was Brookfield Corp, an estimated $575M added.
- The largest Simon Property Group seller in Q2 2018 was Vanguard Group, an estimated $401M sold.
Based on aggregated 13F filings for Q2 2018.