Simon Property Group
673 hedge funds and large institutions have $58B invested in Simon Property Group in 2015 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 238 increasing their positions, 249 reducing their positions, and 48 closing their positions.
31% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 48
6% more capital invested
Capital invested by funds: $54.9B → $58B (+$3.12B)
4% more funds holding in top 10
Funds holding in top 10: 46 → 48 (+2)
1% more funds holding
Funds holding: 665 → 673 (+8)
0.14% less ownership
Funds ownership: 97.6% → 97.46% (-0.14%)
4% less repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 249
35% less call options, than puts
Call options by funds: $215M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$207M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$197M |
| 3 |
AAMU
APG Asset Management US
New York
|
+$96.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$94.7M |
| 5 |
IG
ING Group
Amsterdam,
Netherlands
|
+$85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$191M |
| 2 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$177M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$138M |
| 4 |
Cohen & Steers
New York
|
-$113M |
| 5 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$103M |
SPG Hedge Fund Activity: Q4 2015 in Review
673 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2015, worth a combined $58B — up 5.7% from $54.9B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new SPG positions and 48 closed out — a net gain of 15 holders — while 238 added to existing stakes and 249 trimmed.
The largest buyer was Vanguard Group, adding an estimated $207M. The largest seller was Eaton Vance Management, cutting an estimated $191M.
- 673 institutional investors held Simon Property Group (SPG) as of Q4 2015, up from 665 in Q3 2015.
- Funds reported $58B of Simon Property Group stock for Q4 2015, up 5.7% quarter-over-quarter.
- 63 funds opened new Simon Property Group positions in Q4 2015 and 48 closed out, a net change of +15 holders.
- The largest Simon Property Group buyer in Q4 2015 was Vanguard Group, an estimated $207M added.
- The largest Simon Property Group seller in Q4 2015 was Eaton Vance Management, an estimated $191M sold.
Based on aggregated 13F filings for Q4 2015.