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Simon Property Group

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

5% more capital invested

Capital invested by funds: $44.8B → $47.2B (+$2.4B)

4% more funds holding

Funds holding: 560582 (+22)

2.7% more ownership

Funds ownership: 103.65%106.35% (+2.7%)

8% more call options, than puts

Call options by funds: $313M | Put options by funds: $289M

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.89%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
CBOA
51
Commonwealth Bank of Australia
Australia
$147M -$3.99M -27,685 -3%
Bank of America
52
Bank of America
North Carolina
$145M -$74M -513,655 -34%
O
53
OppenheimerFunds
New York
$145M +$1.04M +7,249 +0.7%
SO
54
STRS Ohio
Ohio
$145M -$8.19M -56,861 -5%
BlackRock
55
BlackRock
New York
$144M +$18M +125,250 +14%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$142M +$20.6M +142,641 +17%
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$134M -$4.27M -29,658 -3%
EVM
58
Eaton Vance Management
Massachusetts
$130M +$106M +734,089 +423%
Wellington Management Group
59
Wellington Management Group
Massachusetts
$129M -$18.7M -130,133 -13%
MAA
60
Managed Account Advisors
New Jersey
$127M +$9.43M +65,461 +8%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$123M +$3.02M +20,929 +2%
JHIU
62
Janus Henderson Investors US
Colorado
$117M -$87.7M -608,715 -43%
RC
63
Resolution Capital
Australia
$117M -$8.59M -59,645 -8%
TIAAOA
64
Teachers Insurance & Annuity Association of America
New York
$114M -$2M -13,904 -2%
Macquarie Group
65
Macquarie Group
Australia
$111M -$5.89M -40,875 -5%
BIM
66
BlackRock Investment Management
Delaware
$108M -$7.57M -52,522 -7%
AIM
67
abrdn Investment Management
United Kingdom
$102M +$3.07M +21,302 +3%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$102M -$5.7M -39,577 -5%
Franklin Resources
69
Franklin Resources
California
$97.1M -$3.38M -23,447 -3%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$96.6M -$3.89M -27,002 -4%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$95.4M -$5.5M -38,206 -5%
IG
72
ING Group
Netherlands
$94.7M +$27.1M +187,942 +40%
WBC
73
Westpac Banking Corp
Australia
$94M -$11.7M -81,010 -11%
Wells Fargo
74
Wells Fargo
California
$93.2M +$2.97M +20,586 +3%
Canada Pension Plan Investment Board
75
Canada Pension Plan Investment Board
Ontario, Canada
$93.1M +$21.2M +147,277 +29%