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Simon Property Group
SPG

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: 672 → 667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 48 → 46 (-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

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$671M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$201M
3
BC
Brookfield Corp
Ontario, Canada
+$168M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$162M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$537M
2
State Street
State Street
Massachusetts
-$170M
3
TA
Teachers Advisors
New York
-$155M
4
Norges Bank
Norges Bank
Norway
-$135M
5
Invesco
Invesco
Georgia
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
51
Credit Suisse
Switzerland
$191M -$35.2M -181,545 -16%
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$187M – – –
MAA
53
Managed Account Advisors
New Jersey
$184M +$8.75M +45,161 +5%
HRES
54
Heitman Real Estate Securities
Illinois
$180M +$60M +309,862 +51%
New York State Common Retirement Fund
55
New York State Common Retirement Fund
New York
$179M +$11.4M +58,684 +7%
RC
56
Resolution Capital
Australia
$165M -$31.2M -161,192 -16%
TG
57
TCW Group
California
$157M +$6.38M +32,935 +4%
SO
58
STRS Ohio
Ohio
$146M -$10M -51,840 -7%
PAM
59
Panagora Asset Management
Massachusetts
$144M -$9.44M -48,741 -6%
WBC
60
Westpac Banking Corp
Australia
$140M -$2.07M -10,679 -2%
Barclays
61
Barclays
United Kingdom
$140M -$5.39M -27,798 -4%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$140M +$59.2M +305,505 +75%
HSBC Holdings
63
HSBC Holdings
United Kingdom
$138M +$40.4M +208,627 +42%
Schroder Investment Management Group
64
Schroder Investment Management Group
United Kingdom
$135M +$71.1M +366,832 +112%
1832 Asset Management
65
1832 Asset Management
Ontario, Canada
$129M +$43.3M +223,700 +51%
AT
66
AMF Tjänstepension
Sweden
$129M -$2.34M -12,084 -2%
BIM
67
BlackRock Investment Management
Delaware
$127M -$3.01M -15,549 -2%
Canada Pension Plan Investment Board
68
Canada Pension Plan Investment Board
Ontario, Canada
$127M – – –
SEI Investments
69
SEI Investments
Pennsylvania
$126M +$14.2M +73,296 +13%
TIAAOA
70
Teachers Insurance & Annuity Association of America
New York
$125M -$7.02M -36,222 -5%
Mitsubishi UFJ Trust & Banking
71
Mitsubishi UFJ Trust & Banking
Japan
$124M +$100K +516 +0.1%
Ohio Public Employees Retirement System (OPERS)
72
Ohio Public Employees Retirement System (OPERS)
Ohio
$121M -$2.68M -13,838 -2%
SAM
73
Securian Asset Management
Minnesota
$120M +$9.42M +48,604 +9%
Renaissance Technologies
74
Renaissance Technologies
New York
$118M +$30.2M +155,805 +35%
Franklin Resources
75
Franklin Resources
California
$118M +$3.02M +15,600 +3%
1 2
3
4 5

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.