Simon Property Group
SPG
691 hedge funds and large institutions have $45.8B invested in Simon Property Group in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 230 increasing their positions, 273 reducing their positions, and 79 closing their positions.
5% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 79
0% more funds holding
Funds holding: 691 → 691 (0)
5.23% less ownership
Funds ownership: 97.87% → 92.64% (-5.2%)
11% less funds holding in top 10
Funds holding in top 10: 38 → 34 (-4)
12% less capital invested
Capital invested by funds: $52.2B → $45.8B (-$6.41B)
16% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 273
23% less call options, than puts
Call options by funds: $256M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$572M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$191M |
| 3 |
BlackRock
New York
|
+$184M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$156M |
| 5 |
Barclays
London,
United Kingdom
|
+$94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$591M |
| 2 |
Cohen & Steers
New York
|
-$570M |
| 3 |
Bank of New York Mellon
New York
|
-$431M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$350M |
| 5 |
JP Morgan Chase
New York
|
-$285M |
SPG Hedge Fund Activity: Q1 2018 in Review
691 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2018, worth a combined $45.8B — down 12% from $52.2B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new SPG positions and 79 closed out — a net gain of 4 holders — while 230 added to existing stakes and 273 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $572M. The largest seller was Brookfield Corp, exiting entirely with an estimated $591M sold.
- 691 institutional investors held Simon Property Group (SPG) as of Q1 2018, unchanged from Q4 2017.
- Funds reported $45.8B of Simon Property Group stock for Q1 2018, down 12% quarter-over-quarter.
- 83 funds opened new Simon Property Group positions in Q1 2018 and 79 closed out, a net change of +4 holders.
- The largest Simon Property Group buyer in Q1 2018 was Wellington Management Group, an estimated $572M added.
- The largest Simon Property Group seller in Q1 2018 was Brookfield Corp, an estimated $591M sold.
Based on aggregated 13F filings for Q1 2018.