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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
VAM
701
Visium Asset Management
New York
-$422K -2,314 Closed
DTL
702
Dynamic Technology Lab
Singapore
-$384K -2,109 Closed
BDF
703
Balasa Dinverno & Foltz
-$310K -1,700 Closed
CAM
704
Concorde Asset Management
Michigan
-$319K -1,600 Closed
QT
705
Quantbot Technologies
New York
-$289K -1,591 Closed
DAS
706
Dynamic Advisor Solutions
Arizona
-$276K -1,514 Closed
BCM
707
Bluefin Capital Management
New York
-$280K -1,445 Closed
QSS
708
Quantitative Systematic Strategies
Florida
-$236K -1,281 Closed
RAM
709
Riggs Asset Management
Pennsylvania
-$183K -1,006 Closed
NPC
710
National Planning Corporation
California
-$175K -900 Closed
FNYS
711
First New York Securities
New York
-$140K -770 Closed
GWA
712
Genesis Wealth Advisors
Massachusetts
-$47.5K -250 Closed
TC
713
TradeLink Capital
Illinois
-$42K -230 Closed
WAM
714
Wolverine Asset Management
Illinois
-$34K -192 Closed
PFG
715
Pacific Financial Group
Washington
-$25K -137 Closed
LWM
716
LBA Wealth Management
Florida
-$18K -100 Closed
AC
717
Alexandria Capital
Virginia
-$10K -57 Closed
ECM
718
Exchange Capital Management
Michigan
-$3K -15 Closed
RMAM
719
Raab & Moskowitz Asset Management
New Jersey
-$3K -15 Closed
RC
720
RegentAtlantic Capital
New Jersey
-$2.38K -14 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.