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Simon Property Group
SPG

982 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 350 increasing their positions, 360 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $456M | Put options by funds: $284M

4% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 81

0.66% more ownership

Funds ownership: 87.06% → 87.73% (+0.66%)

0% less funds holding

Funds holding: 985 → 982 (-3)

3% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 360

6% less capital invested

Capital invested by funds: $32.8B → $31B (-$1.84B)

17% less funds holding in top 10

Funds holding in top 10: 18 → 15 (-3)

Holders
982
Holders Change
-3
Holders Change %
-0.3%
% of All Funds
15.58%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.24%
New
84
Increased
350
Reduced
360
Closed
81
Calls
$456M
Puts
$284M
Net Calls
+$172M
Net Calls Change
-$71.7M

Top Buyers

Rank Fund Capital Flow
1
Norges Bank
Norges Bank
Norway
+$624M
2
Goldman Sachs
Goldman Sachs
New York
+$118M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$105M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$99.6M
5
JMPWA
JP Morgan Private Wealth Advisors
California
+$75.3M

Top Sellers

Rank Fund Capital Flow
1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$215M
2
Deutsche Bank
Deutsche Bank
Germany
-$168M
3
Cohen & Steers
Cohen & Steers
New York
-$115M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$65.4M
5
Ameriprise
Ameriprise
Minnesota
-$64.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
LIMS
51
Lasalle Investment Management Securities
Maryland
$71.5M -$3.91M -33,393 -5%
Asset Management One
52
Asset Management One
Japan
$70.7M -$3.3M -28,191 -4%
JMPWA
53
JP Morgan Private Wealth Advisors
California
$69.4M +$75.3M +642,625 New
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$68.9M +$1.58M +13,460 +2%
Ohio Public Employees Retirement System (OPERS)
55
Ohio Public Employees Retirement System (OPERS)
Ohio
$67.4M +$4.31M +36,828 +6%
LSV Asset Management
56
LSV Asset Management
Illinois
$66.7M -$5.6M -47,800 -7%
Barclays
57
Barclays
United Kingdom
$66.2M +$3.91M +33,385 +6%
ACM
58
Adelante Capital Management
California
$62M +$1.38M +11,812 +2%
Retirement Systems of Alabama
59
Retirement Systems of Alabama
Alabama
$61.5M -$164K -1,396 -0.2%
CS
60
Credit Suisse
Switzerland
$60.9M -$1.53M -13,022 -2%
UBS Group
61
UBS Group
Switzerland
$60.5M -$4.59M -39,197 -7%
Canada Life
62
Canada Life
Manitoba, Canada
$60.4M -$3.39M -28,914 -5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$55.9M -$1.88M -16,035 -3%
ACM
64
AEW Capital Management
Massachusetts
$55.4M -$570K -4,870 -0.9%
Mitsubishi UFJ Asset Management
65
Mitsubishi UFJ Asset Management
Japan
$53.5M +$3.52M +30,095 +6%
Millennium Management
66
Millennium Management
New York
$49M +$25.4M +217,169 +92%
Nomura Asset Management
67
Nomura Asset Management
Japan
$48.9M +$473K +4,038 +0.9%
Allianz Asset Management
68
Allianz Asset Management
Germany
$46.9M -$4.49M -38,330 -8%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$46.4M -$9.71M -82,942 -16%
Macquarie Group
70
Macquarie Group
Australia
$45.3M -$2.96M -25,298 -6%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$44.1M -$672K -5,740 -1%
Skandinaviska Enskilda Banken (SEB)
72
Skandinaviska Enskilda Banken (SEB)
Sweden
$42.9M +$12.2M +103,884 +35%
Stifel Financial
73
Stifel Financial
Missouri
$41.9M -$767K -6,551 -2%
New York State Teachers Retirement System (NYSTRS)
74
New York State Teachers Retirement System (NYSTRS)
New York
$41.8M -$2.08M -17,765 -4%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$40.8M -$18.6M -158,501 -30%
1 2
3
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SPG Hedge Fund Activity: Q3 2023 in Review

982 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2023, worth a combined $31B — down 5.6% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new SPG positions and 81 closed out — a net gain of 3 holders — while 350 added to existing stakes and 360 trimmed.

The largest buyer was Norges Bank, adding an estimated $624M. The largest seller was Massachusetts Financial Services, cutting an estimated $215M.

  • 982 institutional investors held Simon Property Group (SPG) as of Q3 2023, down from 985 in Q2 2023.
  • Funds reported $31B of Simon Property Group stock for Q3 2023, down 5.6% quarter-over-quarter.
  • 84 funds opened new Simon Property Group positions in Q3 2023 and 81 closed out, a net change of +3 holders.
  • The largest Simon Property Group buyer in Q3 2023 was Norges Bank, an estimated $624M added.
  • The largest Simon Property Group seller in Q3 2023 was Massachusetts Financial Services, an estimated $215M sold.

Based on aggregated 13F filings for Q3 2023.