Simon Property Group
647 hedge funds and large institutions have $51.6B invested in Simon Property Group in 2015 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 239 increasing their positions, 238 reducing their positions, and 57 closing their positions.
2.3% more ownership
Funds ownership: 94.57% → 96.87% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 239 | Existing positions reduced: 238
3% less funds holding
Funds holding: 667 → 647 (-20)
9% less funds holding in top 10
Funds holding in top 10: 46 → 42 (-4)
11% less capital invested
Capital invested by funds: $58.1B → $51.6B (-$6.47B)
20% less call options, than puts
Call options by funds: $244M | Put options by funds: $304M
21% less first-time investments, than exits
New positions opened: 45 | Existing positions closed: 57
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$802M |
| 2 |
Millennium Management
New York
|
+$151M |
| 3 |
Cohen & Steers
New York
|
+$145M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
+$114M |
| 5 |
Morgan Stanley
New York
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$245M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$172M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$129M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$112M |
| 5 |
Westfield Capital Management
Boston,
Massachusetts
|
-$102M |
SPG Hedge Fund Activity: Q2 2015 in Review
647 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2015, worth a combined $51.6B — down 11% from $58.1B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of SPG and 45 opened new positions — a net loss of 12 holders — while 238 trimmed existing stakes and 239 added.
The largest buyer was State Street, adding an estimated $802M. The largest seller was Vanguard Group, cutting an estimated $245M.
- 647 institutional investors held Simon Property Group (SPG) as of Q2 2015, down from 667 in Q1 2015.
- Funds reported $51.6B of Simon Property Group stock for Q2 2015, down 11% quarter-over-quarter.
- 45 funds opened new Simon Property Group positions in Q2 2015 and 57 closed out, a net change of -12 holders.
- The largest Simon Property Group buyer in Q2 2015 was State Street, an estimated $802M added.
- The largest Simon Property Group seller in Q2 2015 was Vanguard Group, an estimated $245M sold.
Based on aggregated 13F filings for Q2 2015.