Simon Property Group
SPG
846 hedge funds and large institutions have $32.7B invested in Simon Property Group in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 322 increasing their positions, 261 reducing their positions, and 79 closing their positions.
91% more first-time investments, than exits
New positions opened: 151 | Existing positions closed: 79
30% more capital invested
Capital invested by funds: $25.1B → $32.7B (+$7.57B)
23% more repeat investments, than reductions
Existing positions increased: 322 | Existing positions reduced: 261
8% more funds holding
Funds holding: 780 → 846 (+66)
0% more funds holding in top 10
Funds holding in top 10: 16 → 16 (0)
1.93% less ownership
Funds ownership: 89.78% → 87.85% (-1.9%)
28% less call options, than puts
Call options by funds: $868M | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$364M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$115M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$103M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$90M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$679M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$390M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$187M |
| 4 |
Morgan Stanley
New York
|
-$134M |
| 5 |
BlackRock
New York
|
-$121M |
SPG Hedge Fund Activity: Q1 2021 in Review
846 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2021, worth a combined $32.7B — up 30% from $25.1B a quarter earlier.
Buyers outnumbered sellers: 151 funds opened new SPG positions and 79 closed out — a net gain of 72 holders — while 322 added to existing stakes and 261 trimmed.
The largest buyer was Invesco, adding an estimated $364M. The largest seller was Cohen & Steers, cutting an estimated $679M.
- 846 institutional investors held Simon Property Group (SPG) as of Q1 2021, up from 780 in Q4 2020.
- Funds reported $32.7B of Simon Property Group stock for Q1 2021, up 30% quarter-over-quarter.
- 151 funds opened new Simon Property Group positions in Q1 2021 and 79 closed out, a net change of +72 holders.
- The largest Simon Property Group buyer in Q1 2021 was Invesco, an estimated $364M added.
- The largest Simon Property Group seller in Q1 2021 was Cohen & Steers, an estimated $679M sold.
Based on aggregated 13F filings for Q1 2021.