Simon Property Group
SPG
665 hedge funds and large institutions have $54.9B invested in Simon Property Group in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 245 increasing their positions, 231 reducing their positions, and 42 closing their positions.
48% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 42
10% more funds holding in top 10
Funds holding in top 10: 42 → 46 (+4)
6% more capital invested
Capital invested by funds: $51.6B → $54.9B (+$3.29B)
3% more funds holding
Funds holding: 647 → 665 (+18)
6% more repeat investments, than reductions
Existing positions increased: 245 | Existing positions reduced: 231
0.73% more ownership
Funds ownership: 96.87% → 97.6% (+0.73%)
34% less call options, than puts
Call options by funds: $208M | Put options by funds: $314M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
+$175M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$156M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$141M |
| 4 |
Cohen & Steers
New York
|
+$140M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$109M |
| 2 |
Barclays
London,
United Kingdom
|
-$104M |
| 3 |
LIMS
Lasalle Investment Management Securities
Baltimore,
Maryland
|
-$88.9M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$79.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$75.6M |
SPG Hedge Fund Activity: Q3 2015 in Review
665 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2015, worth a combined $54.9B — up 6.4% from $51.6B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SPG positions and 42 closed out — a net gain of 20 holders — while 245 added to existing stakes and 231 trimmed.
The largest buyer was CBRE Investment Management Listed Real Assets, adding an estimated $175M. The largest seller was State Street, cutting an estimated $109M.
- 665 institutional investors held Simon Property Group (SPG) as of Q3 2015, up from 647 in Q2 2015.
- Funds reported $54.9B of Simon Property Group stock for Q3 2015, up 6.4% quarter-over-quarter.
- 62 funds opened new Simon Property Group positions in Q3 2015 and 42 closed out, a net change of +20 holders.
- The largest Simon Property Group buyer in Q3 2015 was CBRE Investment Management Listed Real Assets, an estimated $175M added.
- The largest Simon Property Group seller in Q3 2015 was State Street, an estimated $109M sold.
Based on aggregated 13F filings for Q3 2015.