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Simon Property Group
SPG

734 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 251 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

3% more funds holding

Funds holding: 713 → 734 (+21)

4% more capital invested

Capital invested by funds: $51.1B → $53.2B (+$2.12B)

0.41% more ownership

Funds ownership: 97% → 97.41% (+0.41%)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

14% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 292

37% less call options, than puts

Call options by funds: $255M | Put options by funds: $407M

Holders
734
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
16.78%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.8%
New
67
Increased
251
Reduced
292
Closed
41
Calls
$255M
Puts
$407M
Net Calls
-$153M
Net Calls Change
-$90.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$426M
2
Bank of America
Bank of America
North Carolina
+$180M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$124M
5
State Street
State Street
Massachusetts
+$124M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$137M
3
Invesco
Invesco
Georgia
-$129M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
BC
Brookfield Corp
Ontario, Canada
-$87.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
HRES
51
Heitman Real Estate Securities
Illinois
$163M +$16.5M +93,424 +12%
CS
52
Credit Suisse
Switzerland
$162M +$5.43M +30,718 +3%
Aberdeen Group
53
Aberdeen Group
United Kingdom
$155M +$5.15M +29,111 +3%
ACI
54
AMP Capital Investors
Australia
$152M -$3.91M -22,092 -2%
Wells Fargo
55
Wells Fargo
California
$148M +$1.66M +9,385 +1%
American Century Companies
56
American Century Companies
Missouri
$147M +$6.4M +36,203 +5%
OAC
57
OMERS Administration Corp
Ontario, Canada
$146M -$23.9M -135,203 -14%
EVM
58
Eaton Vance Management
Massachusetts
$139M -$23.3M -131,500 -14%
Los Angeles Capital Management
59
Los Angeles Capital Management
California
$134M +$98.7M +557,781 +277%
New York State Common Retirement Fund
60
New York State Common Retirement Fund
New York
$134M -$16.2M -91,800 -11%
Citigroup
61
Citigroup
New York
$129M +$1.83M +10,327 +1%
NMIMC
62
Northwestern Mutual Investment Management Company
Wisconsin
$128M -$919K -5,196 -0.7%
PPA
63
Parametric Portfolio Associates
Washington
$126M -$2.36M -13,340 -2%
Aviva
64
Aviva
United Kingdom
$123M -$5.84K -33 -0%
Canada Life
65
Canada Life
Manitoba, Canada
$114M -$7.99M -45,166 -7%
FWIA
66
Fort Washington Investment Advisors
Ohio
$111M +$651K +3,681 +0.6%
AQR Capital Management
67
AQR Capital Management
Connecticut
$111M +$4.07M +23,001 +4%
SO
68
STRS Ohio
Ohio
$111M -$4.88M -27,608 -4%
SP
69
Sarasin & Partners
United Kingdom
$110M -$16M -90,515 -13%
DPIM
70
Duff & Phelps Investment Management
Illinois
$108M -$3.94M -22,300 -4%
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$107M -$4.55M -25,724 -4%
Lazard Asset Management
72
Lazard Asset Management
New York
$103M +$7.36M +41,633 +8%
Neuberger Berman Group
73
Neuberger Berman Group
New York
$102M -$755K -4,268 -0.7%
Ohio Public Employees Retirement System (OPERS)
74
Ohio Public Employees Retirement System (OPERS)
Ohio
$97.1M -$4.89M -27,667 -5%
Allianz Asset Management
75
Allianz Asset Management
Germany
$95.1M -$12.3M -69,749 -11%
1 2
3
4 5

SPG Hedge Fund Activity: Q3 2018 in Review

734 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2018, worth a combined $53.2B — up 4.1% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPG positions and 41 closed out — a net gain of 26 holders — while 251 added to existing stakes and 292 trimmed.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $426M. The largest seller was Capital World Investors, cutting an estimated $263M.

  • 734 institutional investors held Simon Property Group (SPG) as of Q3 2018, up from 713 in Q2 2018.
  • Funds reported $53.2B of Simon Property Group stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 67 funds opened new Simon Property Group positions in Q3 2018 and 41 closed out, a net change of +26 holders.
  • The largest Simon Property Group buyer in Q3 2018 was Nordea Investment Management, an estimated $426M added.
  • The largest Simon Property Group seller in Q3 2018 was Capital World Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.