Simon Property Group
787 hedge funds and large institutions have $43.8B invested in Simon Property Group in 2019 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 279 increasing their positions, 302 reducing their positions, and 79 closing their positions.
41% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 79
39% more funds holding in top 10
Funds holding in top 10: 18 → 25 (+7)
3% more funds holding
Funds holding: 767 → 787 (+20)
0.6% more ownership
Funds ownership: 95.39% → 95.99% (+0.6%)
4% less capital invested
Capital invested by funds: $45.7B → $43.8B (-$1.91B)
8% less repeat investments, than reductions
Existing positions increased: 279 | Existing positions reduced: 302
52% less call options, than puts
Call options by funds: $203M | Put options by funds: $426M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$231M |
| 2 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
+$185M |
| 3 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
+$113M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$112M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$111M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$388M |
| 2 |
State Street
Boston,
Massachusetts
|
-$250M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$123M |
| 4 |
Capital World Investors
Los Angeles,
California
|
-$104M |
| 5 |
Goldman Sachs
New York
|
-$101M |
SPG Hedge Fund Activity: Q4 2019 in Review
787 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2019, worth a combined $43.8B — down 4.2% from $45.7B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new SPG positions and 79 closed out — a net gain of 32 holders — while 279 added to existing stakes and 302 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $231M. The largest seller was Bank of America, cutting an estimated $388M.
- 787 institutional investors held Simon Property Group (SPG) as of Q4 2019, up from 767 in Q3 2019.
- Funds reported $43.8B of Simon Property Group stock for Q4 2019, down 4.2% quarter-over-quarter.
- 111 funds opened new Simon Property Group positions in Q4 2019 and 79 closed out, a net change of +32 holders.
- The largest Simon Property Group buyer in Q4 2019 was Cohen & Steers, an estimated $231M added.
- The largest Simon Property Group seller in Q4 2019 was Bank of America, an estimated $388M sold.
Based on aggregated 13F filings for Q4 2019.