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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.

New
Increased
Maintained
Reduced
Closed

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: 672667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-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

Holders
667
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
17.78%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
51
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
501
Cambridge Investment Research Advisors
Iowa
$373K +$194 +1 +0.1%
JG
502
Jefferies Group
New York
$372K -$793K -4,091 -68%
FM
503
Foster & Motley
Ohio
$372K -$135K -698 -27%
IB
504
Intrust Bank
Kansas
$363K +$71.1K +367 +25%
TYCC
505
Texas Yale Capital Corp
Florida
$347K
MCM
506
Maryland Capital Management
Maryland
$342K
CB
507
Commerce Bank
Missouri
$342K +$4.07K +21 +1%
Marshall Wace
508
Marshall Wace
United Kingdom
$341K -$12.6M -64,824 -97%
AGM
509
Alpine Global Management
New York
$337K -$1.08M -5,589 -76%
CC
510
Courier Capital
New York
$337K +$49.4K +255 +17%
ONB
511
Old National Bancorp
Indiana
$335K -$2.33K -12 -0.7%
BIC
512
Bridges Investment Counsel
Nebraska
$332K
TI
513
Turner Investments
Pennsylvania
$331K -$188K -970 -36%
PAG
514
Private Advisor Group
New Jersey
$331K -$5.23K -27 -2%
RW
515
Rand Wealth
Maryland
$325K -$9.3K -48 -3%
SYBT
516
Stock Yards Bank & Trust
Kentucky
$325K
FSC
517
Fiduciary Services Corp
Georgia
$319K +$3.1K +16 +1%
CSS
518
Cubist Systematic Strategies
Connecticut
$317K -$2.09M -10,778 -87%
GT
519
Glenmede Trust
Pennsylvania
$316K -$6.97K -36 -2%
Northwestern Mutual Wealth Management
520
Northwestern Mutual Wealth Management
Wisconsin
$316K -$194 -1 -0.1%
MIC
521
MU Investments Company
Japan
$315K +$310K +1,600 New
WT
522
Washington Trust
Rhode Island
$309K
CFB
523
Cullen/Frost Bankers
Texas
$303K -$10.1K -52 -3%
CAN
524
Cetera Advisor Networks
California
$302K +$7.17K +37 +2%
QC
525
QCM Cayman
Texas
$293K -$105K -542 -27%

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.