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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
VNA
726
Valley National Advisers
Pennsylvania
$4K -$3.89K -22 -47%
CIA
727
CSat Investment Advisory
Michigan
$4K -$177 -1 -5%
HR
728
Howe & Rusling
New York
$4K +$3.89K +22 New
CHP
729
Cable Hill Partners
Oregon
$3K – – –
CWA
730
Clarus Wealth Advisors
Arizona
$3K – – –
TL
731
TrueWealth LLC
Georgia
$3K – – –
ACM
732
Advent Capital Management
New York
$3K +$3.36K +19 New
GWS
733
Glassman Wealth Services
Virginia
$2K – – –
SFM
734
Signet Financial Management
New Jersey
$2K – – –
VCM
735
Versant Capital Management
Arizona
$2K – – –
TC
736
Truvestments Capital
Florida
$2K +$1.42K +8 New
SFG
737
SevenBridge Financial Group
Pennsylvania
$1K – – –
TFA
738
Transamerica Financial Advisors
Florida
$1K – – –
WTB
739
Washington Trust Bank
Washington
$1K – – –
WKWM
740
Walter & Keenan Wealth Management
Indiana
$642 – – –
CVA
741
Ceredex Value Advisors
Florida
– -$52.5M -308,741 Closed
NO
742
Ninety One
South Africa
– -$4.01M -23,557 Closed
ARTA
743
A.R.T. Advisors
New York
– -$3.9M -22,900 Closed
PAA
744
Peregrine Asset Advisers
Oregon
– -$3.4M -19,981 Closed
SCC
745
Spring Creek Capital
Kansas
– -$3M -17,623 Closed
QSS
746
Quantitative Systematic Strategies
Florida
– -$1.69M -9,916 Closed
SGK
747
Steigerwald Gordon & Koch
Virginia
– -$259K -7,540 Closed
Simplex Trading
748
Simplex Trading
Illinois
– -$1.17M -6,641 Closed
BDS
749
Banco de Sabadell
Florida
– -$786K -4,602 Closed
WA
750
Wasatch Advisors
Utah
– -$729K -4,285 Closed
28 29
30
31 32

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.