Simon Property Group
982 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 360 reducing their positions, and 81 closing their positions.
61% more call options, than puts
Call options by funds: $456M | Put options by funds: $284M
4% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 81
0.66% more ownership
Funds ownership: 87.06% → 87.73% (+0.66%)
0% less funds holding
Funds holding: 985 → 982 (-3)
3% less repeat investments, than reductions
Existing positions increased: 350 | Existing positions reduced: 360
6% less capital invested
Capital invested by funds: $32.8B → $31B (-$1.84B)
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$624M |
| 2 |
Goldman Sachs
New York
|
+$118M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$105M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$99.6M |
| 5 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$75.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$215M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$168M |
| 3 |
Cohen & Steers
New York
|
-$115M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$64.6M |
SPG Hedge Fund Activity: Q3 2023 in Review
982 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2023, worth a combined $31B — down 5.6% from $32.8B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SPG positions and 81 closed out — a net gain of 3 holders — while 350 added to existing stakes and 360 trimmed.
The largest buyer was Norges Bank, adding an estimated $624M. The largest seller was Massachusetts Financial Services, cutting an estimated $215M.
- 982 institutional investors held Simon Property Group (SPG) as of Q3 2023, down from 985 in Q2 2023.
- Funds reported $31B of Simon Property Group stock for Q3 2023, down 5.6% quarter-over-quarter.
- 84 funds opened new Simon Property Group positions in Q3 2023 and 81 closed out, a net change of +3 holders.
- The largest Simon Property Group buyer in Q3 2023 was Norges Bank, an estimated $624M added.
- The largest Simon Property Group seller in Q3 2023 was Massachusetts Financial Services, an estimated $215M sold.
Based on aggregated 13F filings for Q3 2023.