Simon Property Group
804 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 317 increasing their positions, 272 reducing their positions, and 71 closing their positions.
39% more first-time investments, than exits
New positions opened: 99 | Existing positions closed: 71
17% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 272
9% more capital invested
Capital invested by funds: $49.9B → $54.4B (+$4.5B)
3% more funds holding
Funds holding: 784 → 804 (+20)
0.22% more ownership
Funds ownership: 96.65% → 96.87% (+0.22%)
0% more funds holding in top 10
Funds holding in top 10: 31 → 31 (0)
69% less call options, than puts
Call options by funds: $172M | Put options by funds: $560M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$487M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$227M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$181M |
| 4 |
Capital World Investors
Los Angeles,
California
|
+$178M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$133M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$401M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$175M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$144M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$125M |
| 5 |
Swedbank
Stockholm,
Sweden
|
-$116M |
SPG Hedge Fund Activity: Q1 2019 in Review
804 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2019, worth a combined $54.4B — up 9% from $49.9B a quarter earlier.
Buyers outnumbered sellers: 99 funds opened new SPG positions and 71 closed out — a net gain of 28 holders — while 317 added to existing stakes and 272 trimmed.
The largest buyer was State Street, adding an estimated $487M. The largest seller was Fidelity Investments, cutting an estimated $401M.
- 804 institutional investors held Simon Property Group (SPG) as of Q1 2019, up from 784 in Q4 2018.
- Funds reported $54.4B of Simon Property Group stock for Q1 2019, up 9% quarter-over-quarter.
- 99 funds opened new Simon Property Group positions in Q1 2019 and 71 closed out, a net change of +28 holders.
- The largest Simon Property Group buyer in Q1 2019 was State Street, an estimated $487M added.
- The largest Simon Property Group seller in Q1 2019 was Fidelity Investments, an estimated $401M sold.
Based on aggregated 13F filings for Q1 2019.