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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
BAM
551
Barrett Asset Management
New York
$244K
WTC
552
WhitTier Trust Company
Nevada
$243K -$19.4K -100 -7%
RP
553
Reinhart Partners
Wisconsin
$241K +$239K +1,234 New
SWP
554
Stratos Wealth Partners
Ohio
$239K +$238K +1,229 New
BPBT
555
Boston Private Bank & Trust
Massachusetts
$237K
RFC
556
Regions Financial Corp
Alabama
$236K +$18.4K +95 +9%
PVH
557
Psagot Value Holdings
Israel
$235K
IPC
558
Independent Portfolio Consultants
Florida
$232K +$27.9K +144 +14%
DG
559
Davidson & Garrard
Virginia
$228K
LFG
560
LifePlan Financial Group
Ohio
$228K
KIA
561
KCM Investment Advisors
California
$226K
WSFS
562
Wilmington Savings Fund Society
Delaware
$226K
CCB
563
Cutter & Co Brokerage
Missouri
$226K +$224K +1,157 New
PA
564
Pinnacle Associates
New York
$225K
MC
565
Moors & Cabot
Massachusetts
$221K -$4.84K -25 -2%
JMPWA
566
JP Morgan Private Wealth Advisors
California
$220K +$218K +1,126 New
P
567
Pitcairn
Pennsylvania
$218K
JEW
568
Jamison Eaton & Wood
New Jersey
$213K +$211K +1,091 New
EWM
569
Evermay Wealth Management
Virginia
$211K
WHI
570
William Harris Investors
Illinois
$207K +$205K +1,056 New
CAG
571
Crestwood Advisors Group
Massachusetts
$206K +$204K +1,051 New
RP
572
Rowlandmiller & Partners
Georgia
$205K
BG
573
Bahl & Gaynor
Ohio
$200K +$199K +1,026 New
DCM
574
Decade Capital Management
New York
$199K +$197K +1,019 New
CAL
575
Capital Analysts LLC
Pennsylvania
$179K +$38K +196 +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.