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Simon Property Group

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

5% more capital invested

Capital invested by funds: $44.8B → $47.2B (+$2.4B)

4% more funds holding

Funds holding: 560582 (+22)

2.7% more ownership

Funds ownership: 103.65%106.35% (+2.7%)

8% more call options, than puts

Call options by funds: $313M | Put options by funds: $289M

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.89%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
101
Numeric Investors
Massachusetts
$56.3M +$2.1M +14,552 +4%
DSA
102
Davis Selected Advisers
Arizona
$53.5M -$9.3M -64,557 -15%
AQR Capital Management
103
AQR Capital Management
Connecticut
$53.1M -$844K -5,860 -2%
BNP Paribas Asset Management
104
BNP Paribas Asset Management
France
$52.7M -$15.2M -105,368 -22%
Swiss National Bank
105
Swiss National Bank
Switzerland
$50.3M -$781K -5,421 -2%
ClearBridge Investments
106
ClearBridge Investments
New York
$48.6M +$35.8M +248,460 +272%
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$48.5M -$17.5M -121,224 -26%
DL
108
Delta Lloyd
Netherlands
$48.3M +$9.4M +65,252 +24%
NTCOC
109
Northern Trust Company of Connecticut
Connecticut
$48M -$306K -2,125 -0.6%
Loomis, Sayles & Company
110
Loomis, Sayles & Company
Massachusetts
$47.4M -$41.6K -289 -0.1%
U
111
UBS
Switzerland
$46.9M +$13.8M +95,650 +41%
Aviva
112
Aviva
United Kingdom
$46.8M +$15.9M +110,688 +51%
CA
113
Commerzbank Aktiengesellschaft
Germany
$46.2M -$14.8M -103,064 -25%
UOC
114
UBS O'Connor
Illinois
$46M -$5.22M -36,208 -10%
ERSOT
115
Employees Retirement System of Texas
Texas
$45.6M +$5.51M +38,268 +14%
Natixis Advisors
116
Natixis Advisors
Massachusetts
$42.7M -$5.86M -40,701 -12%
SONJCPFA
117
State of New Jersey Common Pension Fund A
New Jersey
$41.7M -$7.66M -53,150 -15%
FMI
118
Factory Mutual Insurance
Massachusetts
$41.1M
GMIM
119
General Motors Investment Management
New York
$40.3M
MLICM
120
Metropolitan Life Insurance Company (MetLife)
New York
$39M -$632K -4,390 -2%
Fidelity International
121
Fidelity International
Bermuda
$37.5M -$2.54M -17,604 -6%
SMDAM
122
Sumitomo Mitsui DS Asset Management
Japan
$36.5M -$3.9M -27,060 -10%
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$36.4M +$23.5M +163,148 +180%
ProShare Advisors
124
ProShare Advisors
Maryland
$36.1M +$1.79M +12,448 +5%
AWCI
125
Alpine Woods Capital Investors
New York
$35.4M -$162K -1,124 -0.5%