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Simon Property Group
SPG

667 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $53.8B → $58.1B (+$4.35B)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0.5% less ownership

Funds ownership: 95.07% → 94.57% (-0.5%)

1% less funds holding

Funds holding: 672 → 667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 48 → 46 (-2)

26% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 277

31% less call options, than puts

Call options by funds: $296M | Put options by funds: $427M

Holders
667
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
17.78%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
51
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$671M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$201M
3
BC
Brookfield Corp
Ontario, Canada
+$168M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$162M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$130M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$537M
2
State Street
State Street
Massachusetts
-$170M
3
TA
Teachers Advisors
New York
-$155M
4
Norges Bank
Norges Bank
Norway
-$135M
5
Invesco
Invesco
Georgia
-$123M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
76
New York State Teachers Retirement System (NYSTRS)
New York
$117M +$196K +1,013 +0.2%
Wellington Management Group
77
Wellington Management Group
Massachusetts
$116M -$5.97M -30,816 -5%
Wells Fargo
78
Wells Fargo
California
$113M -$2.74M -14,152 -2%
IG
79
ING Group
Netherlands
$113M +$3.44M +17,752 +3%
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$111M -$3.26M -16,843 -3%
RhumbLine Advisers
81
RhumbLine Advisers
Massachusetts
$109M -$2.19M -11,315 -2%
Swiss National Bank
82
Swiss National Bank
Switzerland
$109M +$34.3M +176,800 +47%
Aviva
83
Aviva
United Kingdom
$107M +$6.29M +32,453 +6%
UBS Group
84
UBS Group
Switzerland
$104M +$9.21M +47,538 +10%
Westfield Capital Management
85
Westfield Capital Management
Massachusetts
$102M +$101M +518,924 New
Massachusetts Financial Services
86
Massachusetts Financial Services
Massachusetts
$100M -$831K -4,289 -0.8%
CBOA
87
Commonwealth Bank of Australia
Australia
$99.9M +$19.8M +102,367 +25%
MTB
88
Mizuho Trust & Banking
Japan
$99.4M +$5.63M +29,072 +6%
PPA
89
Parametric Portfolio Associates
Washington
$99M -$2.19M -11,318 -2%
BJ
90
BlackRock Japan
Japan
$98.4M +$17M +87,695 +21%
AQR Capital Management
91
AQR Capital Management
Connecticut
$97.2M -$8.62M -44,495 -8%
Adage Capital Partners
92
Adage Capital Partners
Massachusetts
$93.6M +$2.4M +12,400 +3%
WHG
93
Westwood Holdings Group
Texas
$90.9M +$84.6M +436,830 +1,562%
APG Asset Management
94
APG Asset Management
Netherlands
$89.8M +$3.81M +19,680 +4%
DL
95
Delta Lloyd
Netherlands
$89.4M +$16M +82,603 +22%
Capital World Investors
96
Capital World Investors
California
$88M -$10.5M -54,000 -11%
Arrowstreet Capital
97
Arrowstreet Capital
Massachusetts
$87.1M +$27M +139,347 +46%
State of New Jersey Common Pension Fund D
98
State of New Jersey Common Pension Fund D
New Jersey
$83.4M +$1.16M +6,000 +1%
PS
99
Presima Securities
Quebec, Canada
$81.2M -$2.29M -11,800 -3%
State Board of Administration of Florida Retirement System
100
State Board of Administration of Florida Retirement System
Florida
$81.2M -$7.81M -40,327 -9%
2 3
4
5 6

SPG Hedge Fund Activity: Q1 2015 in Review

667 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2015, worth a combined $58.1B — up 8.1% from $53.8B a quarter earlier.

Fund positioning in SPG was balanced in Q1 2015: 51 funds opened new positions, 51 closed out, 204 added to existing stakes and 277 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $671M. The largest seller was Fidelity Investments, cutting an estimated $537M.

  • 667 institutional investors held Simon Property Group (SPG) as of Q1 2015, down from 672 in Q4 2014.
  • Funds reported $58.1B of Simon Property Group stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 51 funds opened new Simon Property Group positions in Q1 2015 and 51 closed out, a net change of 0 holders.
  • The largest Simon Property Group buyer in Q1 2015 was Cohen & Steers, an estimated $671M added.
  • The largest Simon Property Group seller in Q1 2015 was Fidelity Investments, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2015.