Simon Property Group
598 hedge funds and large institutions have $49.7B invested in Simon Property Group in 2014 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 233 increasing their positions, 212 reducing their positions, and 36 closing their positions.
49% more call options, than puts
Call options by funds: $472M | Put options by funds: $317M
14% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 36
10% more repeat investments, than reductions
Existing positions increased: 233 | Existing positions reduced: 212
0% less funds holding
Funds holding: 599 → 598 (-1)
2% less capital invested
Capital invested by funds: $50.8B → $49.7B (-$1.06B)
1.33% less ownership
Funds ownership: 98.37% → 97.04% (-1.3%)
7% less funds holding in top 10
Funds holding in top 10: 46 → 43 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$312M |
| 2 |
D.E. Shaw & Co
New York
|
+$143M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$121M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$119M |
| 5 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$109M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$552M |
| 2 |
ECM
EII Capital Management
New York
|
-$441M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$388M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$185M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$118M |
SPG Hedge Fund Activity: Q3 2014 in Review
598 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2014, worth a combined $49.7B — down 2.1% from $50.8B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new SPG positions and 36 closed out — a net gain of 5 holders — while 233 added to existing stakes and 212 trimmed.
The largest buyer was Deutsche Bank, adding an estimated $312M. The largest seller was Cohen & Steers, cutting an estimated $552M.
- 598 institutional investors held Simon Property Group (SPG) as of Q3 2014, down from 599 in Q2 2014.
- Funds reported $49.7B of Simon Property Group stock for Q3 2014, down 2.1% quarter-over-quarter.
- 41 funds opened new Simon Property Group positions in Q3 2014 and 36 closed out, a net change of +5 holders.
- The largest Simon Property Group buyer in Q3 2014 was Deutsche Bank, an estimated $312M added.
- The largest Simon Property Group seller in Q3 2014 was Cohen & Steers, an estimated $552M sold.
Based on aggregated 13F filings for Q3 2014.