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Simon Property Group

994 hedge funds and large institutions have $33.1B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 369 increasing their positions, 327 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 76

32% more capital invested

Capital invested by funds: $25B → $33.1B (+$8.03B)

31% more call options, than puts

Call options by funds: $548M | Put options by funds: $420M

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

13% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 327

8% more funds holding

Funds holding: 919994 (+75)

0.87% more ownership

Funds ownership: 85.44%86.3% (+0.87%)

Holders
994
Holders Change
+75
Holders Change %
+8.16%
% of All Funds
15.98%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
165
Increased
369
Reduced
327
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
51
HighTower Advisors
Illinois
$78.7M +$4.96M +44,617 +7%
Amundi
52
Amundi
France
$75.5M +$2.95M +26,570 +4%
CS
53
Credit Suisse
Switzerland
$74.4M +$10.8M +97,467 +18%
National Pension Service
54
National Pension Service
South Korea
$73.9M +$2.33M +20,956 +3%
Neuberger Berman Group
55
Neuberger Berman Group
New York
$73.8M -$16M -144,199 -19%
AAM
56
Abeille Asset Management
France
$71.5M -$82.2K -740 -13%
Retirement Systems of Alabama
57
Retirement Systems of Alabama
Alabama
$70.6M -$1.15M -10,364 -2%
HRES
58
Heitman Real Estate Securities
Illinois
$70.5M -$30.7M -276,449 -32%
HSBC Holdings
59
HSBC Holdings
United Kingdom
$69.6M +$7.17M +64,470 +12%
American Century Companies
60
American Century Companies
Missouri
$67.7M +$61.3M +551,359 +2,251%
Millennium Management
61
Millennium Management
New York
$66.9M +$50.4M +453,732 +392%
ACM
62
Adelante Capital Management
California
$66.4M -$4.41M -39,724 -7%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$64.8M +$918K +8,257 +2%
Ohio Public Employees Retirement System (OPERS)
64
Ohio Public Employees Retirement System (OPERS)
Ohio
$64.6M -$14.2M -127,834 -19%
Renaissance Technologies
65
Renaissance Technologies
New York
$64M +$5.45M +48,993 +10%
Canada Life
66
Canada Life
Manitoba, Canada
$62.8M +$2.96M +26,598 +5%
VRS
67
Virginia Retirement Systems
Virginia
$60.9M +$1.71M +15,400 +3%
ACM
68
AEW Capital Management
Massachusetts
$59.2M +$24.4M +219,900 +77%
DPIM
69
Duff & Phelps Investment Management
Illinois
$57M -$23.5M -211,375 -30%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$55.2M -$19.4M -174,124 -27%
Allianz Asset Management
71
Allianz Asset Management
Germany
$53.7M -$1.11M -10,023 -2%
BC
72
Brookfield Corp
Ontario, Canada
$53.1M -$3.37M -30,299 -6%
SO
73
STRS Ohio
Ohio
$52.8M +$8.92M +80,216 +22%
Nomura Asset Management
74
Nomura Asset Management
Japan
$50M +$2.31M +20,760 +5%
CCM
75
Candlestick Capital Management
Connecticut
$49.9M -$11.1M -100,000 -19%

SPG Hedge Fund Activity: Q4 2022 in Review

994 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2022, worth a combined $33.1B — up 32% from $25B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SPG positions and 76 closed out — a net gain of 89 holders — while 369 added to existing stakes and 327 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Cohen & Steers, cutting an estimated $329M.

  • 994 institutional investors held Simon Property Group (SPG) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $33.1B of Simon Property Group stock for Q4 2022, up 32% quarter-over-quarter.
  • 165 funds opened new Simon Property Group positions in Q4 2022 and 76 closed out, a net change of +89 holders.
  • The largest Simon Property Group buyer in Q4 2022 was Norges Bank, an estimated $303M added.
  • The largest Simon Property Group seller in Q4 2022 was Cohen & Steers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2022.