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Simon Property Group
SPG

985 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 367 increasing their positions, 360 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $535M | Put options by funds: $292M

11% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 70

6% more funds holding in top 10

Funds holding in top 10: 17 → 18 (+1)

3% more capital invested

Capital invested by funds: $31.9B → $32.8B (+$972M)

2% more repeat investments, than reductions

Existing positions increased: 367 | Existing positions reduced: 360

0% more funds holding

Funds holding: 985 → 985 (0)

1.14% less ownership

Funds ownership: 88.21% → 87.06% (-1.1%)

Holders
985
Holders Change
–
Holders Change %
0%
% of All Funds
15.47%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.28%
New
78
Increased
367
Reduced
360
Closed
70
Calls
$535M
Puts
$292M
Net Calls
+$244M
Net Calls Change
+$50.1M

Top Buyers

Rank Fund Capital Flow
1
Cohen & Steers
Cohen & Steers
New York
+$202M
2
JP Morgan Chase
JP Morgan Chase
New York
+$157M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
+$105M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$62.3M
5
WMSA
Weiss Multi-Strategy Advisers
New York
+$33M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$247M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$232M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$76.7M
4
BlackRock
BlackRock
New York
-$66M
5
OIAM
OFI Invest Asset Management
France
-$61.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
51
LSV Asset Management
Illinois
$76.8M -$3.55M -32,600 -5%
Neuberger Berman Group
52
Neuberger Berman Group
New York
$75.1M -$2.82M -25,884 -4%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$72.1M -$1.61M -14,824 -2%
UBS Group
54
UBS Group
Switzerland
$69.2M +$18.2M +167,434 +39%
Canada Life
55
Canada Life
Manitoba, Canada
$68.1M +$7.46M +68,499 +13%
Ohio Public Employees Retirement System (OPERS)
56
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.8M -$2.07M -19,018 -3%
Barclays
57
Barclays
United Kingdom
$66.9M +$15.4M +141,056 +32%
CS
58
Credit Suisse
Switzerland
$66.6M -$488K -4,479 -0.8%
Amundi
59
Amundi
France
$66.1M -$5.46M -50,120 -8%
Retirement Systems of Alabama
60
Retirement Systems of Alabama
Alabama
$65.9M -$2.31M -21,232 -4%
State of Tennessee, Department of Treasury
61
State of Tennessee, Department of Treasury
Tennessee
$61.9M -$13.1M -120,000 -18%
California State Teachers Retirement System (CalSTRS)
62
California State Teachers Retirement System (CalSTRS)
California
$61.6M -$1.34M -12,266 -2%
ACM
63
AEW Capital Management
Massachusetts
$59.8M +$2.43M +22,340 +5%
American Century Companies
64
American Century Companies
Missouri
$59.7M -$2.73M -25,063 -5%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$59.2M -$232M -2,126,986 -81%
Allianz Asset Management
66
Allianz Asset Management
Germany
$54.5M -$7.5M -68,840 -13%
Mitsubishi UFJ Asset Management
67
Mitsubishi UFJ Asset Management
Japan
$53.7M +$3.5M +32,173 +7%
Nomura Asset Management
68
Nomura Asset Management
Japan
$51.9M +$1.02M +9,322 +2%
Macquarie Group
69
Macquarie Group
Australia
$51.3M +$1.88M +17,219 +4%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$47.8M +$1.96M +18,000 +5%
OAG
71
Orbis Allan Gray
Bermuda
$47M +$625K +5,742 +1%
New York State Teachers Retirement System (NYSTRS)
72
New York State Teachers Retirement System (NYSTRS)
New York
$46.7M +$644K +5,915 +1%
TA
73
TCM Advisors
West Virginia
$46.2M – – –
Stifel Financial
74
Stifel Financial
Missouri
$45.5M +$2.4M +22,055 +6%
Voloridge Investment Management
75
Voloridge Investment Management
Florida
$43.6M +$2.75M +25,230 +7%
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SPG Hedge Fund Activity: Q2 2023 in Review

985 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2023, worth a combined $32.8B — up 3% from $31.9B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new SPG positions and 70 closed out — a net gain of 8 holders — while 367 added to existing stakes and 360 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $247M.

  • 985 institutional investors held Simon Property Group (SPG) as of Q2 2023, unchanged from Q1 2023.
  • Funds reported $32.8B of Simon Property Group stock for Q2 2023, up 3% quarter-over-quarter.
  • 78 funds opened new Simon Property Group positions in Q2 2023 and 70 closed out, a net change of +8 holders.
  • The largest Simon Property Group buyer in Q2 2023 was Cohen & Steers, an estimated $202M added.
  • The largest Simon Property Group seller in Q2 2023 was Vanguard Group, an estimated $247M sold.

Based on aggregated 13F filings for Q2 2023.