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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
ISL
526
Ingalls & Snyder LLC
New York
$291K
HFS
527
HL Financial Services
Kentucky
$289K
WPP
528
Whalerock Point Partners
Rhode Island
$284K
CT
529
Cambridge Trust
Massachusetts
$284K +$14.5K +75 +5%
BFA
530
Bragg Financial Advisors
North Carolina
$282K +$27.1K +140 +11%
LOAMS
531
Lombard Odier Asset Management (Switzerland)
Switzerland
$282K +$279K +1,438 New
First Manhattan
532
First Manhattan
New York
$280K -$1.74K -9 -0.6%
IIA
533
IPG Investment Advisors
California
$278K +$21.9K +113 +9%
RCAG
534
Rehmann Capital Advisory Group
Michigan
$268K -$16.3K -84 -6%
CNBT
535
Canandaigua National Bank & Trust
New York
$268K
TU
536
TDAM USA
Ontario, Canada
$268K +$15.9K +82 +6%
WOC
537
West Oak Capital
California
$266K -$3.88K -20 -1%
GLI
538
Guardian Life Insurance
New York
$266K -$79.2K -409 -23%
IIM
539
Ipswich Investment Management
Massachusetts
$264K
PCM
540
Pointe Capital Management
Michigan
$261K +$259K +1,335 New
Luther King Capital Management (LKCM)
541
Luther King Capital Management (LKCM)
Texas
$260K
SFI
542
SPC Financial Inc
Maryland
$256K -$6.59K -34 -3%
AWM
543
Avior Wealth Management
Nebraska
$256K +$1.36K +7 +0.5%
DHFB
544
Dixon Hubard Feinour & Brown
Virginia
$254K
CI
545
Capital Innovations
Wisconsin
$254K +$252K +1,300 New
EMG
546
Ellington Management Group
Connecticut
$254K +$252K +1,300 New
SI
547
Sprott Inc
Ontario, Canada
$254K +$252K +1,300 New
FMBTD
548
First Midwest Bank Trust Division
Illinois
$252K -$4.84K -25 -2%
CA
549
Cetera Advisors
Colorado
$249K -$92.4K -477 -27%
LIC
550
Lodestar Investment Counsel
Illinois
$245K

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.