Simon Property Group
696 hedge funds and large institutions have $67.6B invested in Simon Property Group in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 34 closing their positions.
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
25% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 218
9% more capital invested
Capital invested by funds: $61.8B → $67.6B (+$5.77B)
4% more funds holding
Funds holding: 671 → 696 (+25)
0.5% less ownership
Funds ownership: 101.34% → 100.84% (-0.5%)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
36% less call options, than puts
Call options by funds: $221M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$451M |
| 2 |
JP Morgan Chase
New York
|
+$315M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$188M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
-$3.2B |
| 2 |
Invesco
Atlanta,
Georgia
|
-$104M |
| 3 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$96.9M |
| 4 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$88.8M |
| 5 |
TCIM
TIAA CREF Investment Management
New York
|
-$82.9M |
SPG Hedge Fund Activity: Q2 2016 in Review
696 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2016, worth a combined $67.6B — up 9.3% from $61.8B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SPG positions and 34 closed out — a net gain of 33 holders — while 273 added to existing stakes and 218 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $451M. The largest seller was Royal London Asset Management, cutting an estimated $3.2B.
- 696 institutional investors held Simon Property Group (SPG) as of Q2 2016, up from 671 in Q1 2016.
- Funds reported $67.6B of Simon Property Group stock for Q2 2016, up 9.3% quarter-over-quarter.
- 67 funds opened new Simon Property Group positions in Q2 2016 and 34 closed out, a net change of +33 holders.
- The largest Simon Property Group buyer in Q2 2016 was Cohen & Steers, an estimated $451M added.
- The largest Simon Property Group seller in Q2 2016 was Royal London Asset Management, an estimated $3.2B sold.
Based on aggregated 13F filings for Q2 2016.