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Simon Property Group

994 hedge funds and large institutions have $33.1B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 369 increasing their positions, 327 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 76

32% more capital invested

Capital invested by funds: $25B → $33.1B (+$8.03B)

31% more call options, than puts

Call options by funds: $548M | Put options by funds: $420M

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

13% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 327

8% more funds holding

Funds holding: 919994 (+75)

0.87% more ownership

Funds ownership: 85.44%86.3% (+0.87%)

Holders
994
Holders Change
+75
Holders Change %
+8.16%
% of All Funds
15.98%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
165
Increased
369
Reduced
327
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
76
UBS Group
Switzerland
$49.8M +$6.11M +54,944 +15%
New York State Teachers Retirement System (NYSTRS)
77
New York State Teachers Retirement System (NYSTRS)
New York
$47.3M -$4.29M -38,604 -9%
Mitsubishi UFJ Asset Management
78
Mitsubishi UFJ Asset Management
Japan
$47M +$4.17M +37,493 +10%
OAG
79
Orbis Allan Gray
Bermuda
$46.7M +$1.29M +11,597 +3%
Envestnet Asset Management
80
Envestnet Asset Management
Illinois
$46.4M +$6.45M +58,077 +17%
Macquarie Group
81
Macquarie Group
Australia
$46.2M -$2.83M -25,457 -6%
State of New Jersey Common Pension Fund D
82
State of New Jersey Common Pension Fund D
New Jersey
$45.9M +$889K +8,000 +2%
Ensign Peak Advisors
83
Ensign Peak Advisors
Utah
$44.8M -$7.03M -63,256 -14%
New York State Common Retirement Fund
84
New York State Common Retirement Fund
New York
$44.1M +$323K +2,908 +0.8%
UIC
85
Uniplan Investment Counsel
Wisconsin
$43.6M -$1.64M -14,770 -4%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$42.6M +$186K +1,670 +0.5%
Stifel Financial
87
Stifel Financial
Missouri
$42.4M +$307K +2,759 +0.8%
Los Angeles Capital Management
88
Los Angeles Capital Management
California
$41.8M -$10.7M -96,528 -21%
AQR Capital Management
89
AQR Capital Management
Connecticut
$40.8M -$51.4M -462,232 -57%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$39.3M +$33.2M +298,361 +830%
Aberdeen Group
91
Aberdeen Group
United Kingdom
$37.4M -$2.17M -19,516 -6%
TG
92
TCW Group
California
$36.2M +$9.62M +86,570 +39%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$36.1M +$31.4M +282,759 +1,149%
FWIA
94
Fort Washington Investment Advisors
Ohio
$35.7M +$679K +6,108 +2%
MPMG
95
Minneapolis Portfolio Management Group
Minnesota
$35.6M -$1.21M -10,858 -3%
Allspring Global Investments
96
Allspring Global Investments
North Carolina
$34.9M +$612K +5,504 +2%
Mitsubishi UFJ Trust & Banking
97
Mitsubishi UFJ Trust & Banking
Japan
$34.6M +$103K +925 +0.3%
NSLI
98
Nan Shan Life Insurance
Taiwan
$34M
LPL Financial
99
LPL Financial
California
$33.5M +$472K +4,250 +2%
Citadel Advisors
100
Citadel Advisors
Florida
$33.3M +$24.8M +223,248 +372%

SPG Hedge Fund Activity: Q4 2022 in Review

994 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2022, worth a combined $33.1B — up 32% from $25B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SPG positions and 76 closed out — a net gain of 89 holders — while 369 added to existing stakes and 327 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Cohen & Steers, cutting an estimated $329M.

  • 994 institutional investors held Simon Property Group (SPG) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $33.1B of Simon Property Group stock for Q4 2022, up 32% quarter-over-quarter.
  • 165 funds opened new Simon Property Group positions in Q4 2022 and 76 closed out, a net change of +89 holders.
  • The largest Simon Property Group buyer in Q4 2022 was Norges Bank, an estimated $303M added.
  • The largest Simon Property Group seller in Q4 2022 was Cohen & Steers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2022.