Simon Property Group
905 hedge funds and large institutions have $37.4B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 336 increasing their positions, 288 reducing their positions, and 65 closing their positions.
103% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 65
38% more funds holding in top 10
Funds holding in top 10: 16 → 22 (+6)
17% more repeat investments, than reductions
Existing positions increased: 336 | Existing positions reduced: 288
14% more capital invested
Capital invested by funds: $32.7B → $37.4B (+$4.68B)
7% more funds holding
Funds holding: 846 → 905 (+59)
0.2% less ownership
Funds ownership: 87.85% → 87.65% (-0.2%)
35% less call options, than puts
Call options by funds: $684M | Put options by funds: $1.05B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$198M |
| 2 |
Cohen & Steers
New York
|
+$151M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$134M |
| 4 |
Parnassus Investments
San Francisco,
California
|
+$114M |
| 5 |
CIM
Centersquare Investment Management
Conshohocken,
Pennsylvania
|
+$82.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$323M |
| 2 |
Bank of New York Mellon
New York
|
-$162M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$123M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
-$119M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$109M |
SPG Hedge Fund Activity: Q2 2021 in Review
905 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2021, worth a combined $37.4B — up 14% from $32.7B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new SPG positions and 65 closed out — a net gain of 67 holders — while 336 added to existing stakes and 288 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $198M. The largest seller was Fidelity Investments, cutting an estimated $323M.
- 905 institutional investors held Simon Property Group (SPG) as of Q2 2021, up from 846 in Q1 2021.
- Funds reported $37.4B of Simon Property Group stock for Q2 2021, up 14% quarter-over-quarter.
- 132 funds opened new Simon Property Group positions in Q2 2021 and 65 closed out, a net change of +67 holders.
- The largest Simon Property Group buyer in Q2 2021 was Morgan Stanley, an estimated $198M added.
- The largest Simon Property Group seller in Q2 2021 was Fidelity Investments, an estimated $323M sold.
Based on aggregated 13F filings for Q2 2021.