Simon Property Group
672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.
365% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 23
15% more repeat investments, than reductions
Existing positions increased: 246 | Existing positions reduced: 213
12% more funds holding
Funds holding: 598 → 672 (+74)
12% more funds holding in top 10
Funds holding in top 10: 43 → 48 (+5)
8% more capital invested
Capital invested by funds: $49.7B → $53.8B (+$4.02B)
8% less call options, than puts
Call options by funds: $409M | Put options by funds: $442M
1.98% less ownership
Funds ownership: 97.04% → 95.07% (-2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$155M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$151M |
| 3 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$137M |
| 4 |
State Street
Boston,
Massachusetts
|
+$99.5M |
| 5 |
Principal Financial Group
Des Moines,
Iowa
|
+$97.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$662M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$460M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$228M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$192M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$186M |
SPG Hedge Fund Activity: Q4 2014 in Review
672 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2014, worth a combined $53.8B — up 8.1% from $49.7B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new SPG positions and 23 closed out — a net gain of 84 holders — while 246 added to existing stakes and 213 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $155M. The largest seller was Cohen & Steers, cutting an estimated $662M.
- 672 institutional investors held Simon Property Group (SPG) as of Q4 2014, up from 598 in Q3 2014.
- Funds reported $53.8B of Simon Property Group stock for Q4 2014, up 8.1% quarter-over-quarter.
- 107 funds opened new Simon Property Group positions in Q4 2014 and 23 closed out, a net change of +84 holders.
- The largest Simon Property Group buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $155M added.
- The largest Simon Property Group seller in Q4 2014 was Cohen & Steers, an estimated $662M sold.
Based on aggregated 13F filings for Q4 2014.