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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
JFA
626
JNBA Financial Advisors
Minnesota
$26K
CFSG
627
Community Financial Services Group
Vermont
$26K +$13K +67 +100%
GWM
628
Gupta Wealth Management
California
$26K +$25.4K +131 New
SSB
629
Sandy Spring Bank
Maryland
$22K -$2.91K -15 -12%
MMG
630
Monetary Management Group
Missouri
$21K
CCS
631
Crosspoint Capital Strategies
California
$20K -$194K -1,000 -91%
IRS
632
Invictus RG (Singapore)
Singapore
$20K -$3.68K -19 -16%
JFGIW
633
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20K -$194 -1 -1%
BFEC
634
Benjamin F. Edwards & Company
Missouri
$20K
CFA
635
Carroll Financial Associates
North Carolina
$20K
HRIA
636
Haberer Registered Investment Advisor
Ohio
$20K
TFO
637
Tarbox Family Office
California
$20K
WA
638
WealthTrust-Arizona
Arizona
$20K
TJHA
639
Thomas J. Herzfeld Advisors
Florida
$20K +$8.14K +42 +70%
UFA
640
US Financial Advisors
Massachusetts
$20K +$19.8K +102 New
EWM
641
Evercore Wealth Management
New York
$16K -$194K -1,000 -93%
CFA
642
CT Financial Advisors
Pennsylvania
$14.9K
RA
643
Rational Advisors
New York
$13K -$8.53K -44 -40%
PMFA
644
Plante Moran Financial Advisors
Michigan
$13K
KT
645
Kanaly Trust
Texas
$13K +$4.07K +21 +49%
IMS
646
Index Management Solutions
Pennsylvania
$12K -$32.4K -167 -74%
CFG
647
CKW Financial Group
Hawaii
$12K
WA
648
Winfield Associates
Ohio
$12K
FNBSF
649
First National Bank Sioux Falls
South Dakota
$11K
FPFS
650
First Personal Financial Services
North Carolina
$11K

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.