Simon Property Group
734 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 251 increasing their positions, 292 reducing their positions, and 41 closing their positions.
63% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 41
3% more funds holding
Funds holding: 713 → 734 (+21)
4% more capital invested
Capital invested by funds: $51.1B → $53.2B (+$2.12B)
0.41% more ownership
Funds ownership: 97% → 97.41% (+0.41%)
5% less funds holding in top 10
Funds holding in top 10: 37 → 35 (-2)
14% less repeat investments, than reductions
Existing positions increased: 251 | Existing positions reduced: 292
37% less call options, than puts
Call options by funds: $255M | Put options by funds: $407M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
+$426M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$180M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$142M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$124M |
| 5 |
State Street
Boston,
Massachusetts
|
+$124M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$263M |
| 2 |
Morgan Stanley
New York
|
-$137M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$129M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$115M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$87.9M |
SPG Hedge Fund Activity: Q3 2018 in Review
734 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2018, worth a combined $53.2B — up 4.1% from $51.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SPG positions and 41 closed out — a net gain of 26 holders — while 251 added to existing stakes and 292 trimmed.
The largest buyer was Nordea Investment Management, opening a new position worth an estimated $426M. The largest seller was Capital World Investors, cutting an estimated $263M.
- 734 institutional investors held Simon Property Group (SPG) as of Q3 2018, up from 713 in Q2 2018.
- Funds reported $53.2B of Simon Property Group stock for Q3 2018, up 4.1% quarter-over-quarter.
- 67 funds opened new Simon Property Group positions in Q3 2018 and 41 closed out, a net change of +26 holders.
- The largest Simon Property Group buyer in Q3 2018 was Nordea Investment Management, an estimated $426M added.
- The largest Simon Property Group seller in Q3 2018 was Capital World Investors, an estimated $263M sold.
Based on aggregated 13F filings for Q3 2018.