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Simon Property Group

938 hedge funds and large institutions have $26.5B invested in Simon Property Group in 2022 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 419 increasing their positions, 304 reducing their positions, and 147 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 419 | Existing positions reduced: 304

9% more call options, than puts

Call options by funds: $428M | Put options by funds: $391M

2.2% less ownership

Funds ownership: 87.28%85.07% (-2.2%)

7% less funds holding

Funds holding: 1,012938 (-74)

11% less funds holding in top 10

Funds holding in top 10: 1816 (-2)

29% less capital invested

Capital invested by funds: $37.5B → $26.5B (-$11.1B)

41% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 147

Holders
938
Holders Change
-74
Holders Change %
-7.31%
% of All Funds
15.8%
Holding in Top 10
16
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.11%
% of All Funds
0.27%
New
87
Increased
419
Reduced
304
Closed
147
Calls
$428M
Puts
$391M
Net Calls
+$36.9M
Net Calls Change
+$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
451
Advisor Partners
California
$1M +$176K +1,532 +17%
FRM
452
Fox Run Management
Connecticut
$1M +$854K +7,451 +241%
CIA
453
Cascade Investment Advisors
Oregon
$986K +$79.6K +695 +7%
JWM
454
Jeppson Wealth Management
California
$978K +$55.7K +486 +5%
LWAM
455
Legacy Wealth Asset Management
Minnesota
$970K +$7.79K +68 +0.7%
AG
456
Ascent Group
Virginia
$966K -$475K -4,142 -32%
TWC
457
TD Waterhouse Canada
Ontario, Canada
$964K +$205K +1,786 +22%
PFO
458
Pathstone Family Office
New Jersey
$961K +$6.53K +57 +0.6%
IRC
459
Investors Research Corp
Georgia
$959K +$76.8K +670 +7%
VU
460
Vanderbilt University
Tennessee
$948K +$296K +2,584 +35%
Man Group
461
Man Group
United Kingdom
$948K -$12.9M -112,986 Closed
KFP
462
KMG Fiduciary Partners
Ohio
$923K +$351K +3,059 +46%
IA
463
IFP Advisors
Florida
$915K
MAM
464
Mark Asset Management
New York
$903K
BRWA
465
B. Riley Wealth Advisors
Florida
$901K +$70.8K +618 +7%
GMA
466
Glassy Mountain Advisors
Maryland
$897K +$6.53K +57 +0.6%
BCV
467
Banque Cantonale Vaudoise
Switzerland
$874K -$1.18M -10,300 -53%
FFWM
468
Future Financial Wealth Management
Ohio
$857K
CMANY
469
Capital Management Associates (New York)
New York
$854K
S
470
Seeyond
France
$844K +$216K +1,881 +27%
KA
471
Kintegral Advisory
New York
$841K +$21.4K +187 +2%
SG Americas Securities
472
SG Americas Securities
New York
$835K -$6.75M -58,874 -87%
HCM
473
Howland Capital Management
Massachusetts
$835K +$1.01M +8,796 New
CA
474
CoreCap Advisors
Michigan
$830K +$300K +2,619 +43%
Balyasny Asset Management
475
Balyasny Asset Management
Illinois
$827K +$998K +8,709 New

SPG Hedge Fund Activity: Q2 2022 in Review

938 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2022, worth a combined $26.5B — down 29% from $37.5B a quarter earlier.

Sellers outnumbered buyers: 147 funds closed out of SPG and 87 opened new positions — a net loss of 60 holders — while 304 trimmed existing stakes and 419 added.

The largest buyer was Morgan Stanley, adding an estimated $137M. The largest seller was Deutsche Bank, cutting an estimated $144M.

  • 938 institutional investors held Simon Property Group (SPG) as of Q2 2022, down from 1,012 in Q1 2022.
  • Funds reported $26.5B of Simon Property Group stock for Q2 2022, down 29% quarter-over-quarter.
  • 87 funds opened new Simon Property Group positions in Q2 2022 and 147 closed out, a net change of -60 holders.
  • The largest Simon Property Group buyer in Q2 2022 was Morgan Stanley, an estimated $137M added.
  • The largest Simon Property Group seller in Q2 2022 was Deutsche Bank, an estimated $144M sold.

Based on aggregated 13F filings for Q2 2022.