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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
MA
651
MCF Advisors
Kentucky
$10K
TWA
652
TCI Wealth Advisors
Arizona
$10K
NFG
653
Next Financial Group
Texas
$9K -$9.69K -50 -50%
MWAN
654
Mariner Wealth Advisors (NYC)
Kansas
$9K +$8.91K +46 New
ED
655
Exane Derivatives
France
$8.61K -$20K -103 -70%
PI
656
PineBridge Investments
New York
$8K -$55.4K -286 -87%
AW
657
Alpha Windward
Massachusetts
$7K
LNB
658
Ledyard National Bank
$7K
SIA
659
Stancorp Investment Advisers
Oregon
$7K
CG
660
Colony Group
Massachusetts
$6K
CPIG
661
Chicago Partners Investment Group
Illinois
$6K +$388 +2 +6%
WCM
662
Wealthcare Capital Management
Virginia
$6K +$6.2K +32 New
GAM
663
Gemmer Asset Management
California
$6K +$6.39K +33 New
OSAM
664
O'Shaughnessy Asset Management
Connecticut
$4K
RIM
665
Ranger International Management
Illinois
$3K
HR
666
Howe & Rusling
New York
$2K
CCA
667
Catalyst Capital Advisors
New York
$1K
JWA
668
JFS Wealth Advisors
Pennsylvania
$1K
RIA
669
Regal Investment Advisors
Michigan
$1K +$1.16K +6 New
EA
670
Euclid Advisors
Connecticut
-$26.4M -144,820 Closed
DKCM
671
Davidson Kempner Capital Management
New York
-$21.9M -120,500 Closed
Voloridge Investment Management
672
Voloridge Investment Management
Florida
-$13.4M -73,379 Closed
FFA
673
First Foundation Advisors
California
-$12.8M -70,495 Closed
Two Sigma Advisers
674
Two Sigma Advisers
New York
-$6.68M -36,698 Closed
LSA
675
L & S Advisors
California
-$5.6M -30,757 Closed

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.