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Simon Property Group
SPG

734 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 251 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 41

3% more funds holding

Funds holding: 713 → 734 (+21)

4% more capital invested

Capital invested by funds: $51.1B → $53.2B (+$2.12B)

0.41% more ownership

Funds ownership: 97% → 97.41% (+0.41%)

5% less funds holding in top 10

Funds holding in top 10: 37 → 35 (-2)

14% less repeat investments, than reductions

Existing positions increased: 251 | Existing positions reduced: 292

37% less call options, than puts

Call options by funds: $255M | Put options by funds: $407M

Holders
734
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
16.78%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.8%
New
67
Increased
251
Reduced
292
Closed
41
Calls
$255M
Puts
$407M
Net Calls
-$153M
Net Calls Change
-$90.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$426M
2
Bank of America
Bank of America
North Carolina
+$180M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$124M
5
State Street
State Street
Massachusetts
+$124M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$263M
2
Morgan Stanley
Morgan Stanley
New York
-$137M
3
Invesco
Invesco
Georgia
-$129M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
BC
Brookfield Corp
Ontario, Canada
-$87.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
State of Tennessee, Department of Treasury
101
State of Tennessee, Department of Treasury
Tennessee
$60.7M +$2.58M +14,598 +4%
SAM
102
Securian Asset Management
Minnesota
$60.5M -$5.17M -29,223 -8%
State of Wisconsin Investment Board
103
State of Wisconsin Investment Board
Wisconsin
$60.2M -$4.96M -28,051 -8%
FMI
104
Factory Mutual Insurance
Massachusetts
$59.1M +$1.15M +6,500 +2%
CBOA
105
Commonwealth Bank of Australia
Australia
$57.7M +$50.6K +286 +0.1%
National Pension Service
106
National Pension Service
South Korea
$55.2M +$115K +651 +0.2%
Artisan Partners
107
Artisan Partners
Wisconsin
$52.6M +$3.06M +17,321 +6%
SMDAM
108
Sumitomo Mitsui DS Asset Management
Japan
$50.5M -$5.12M -28,957 -9%
PS
109
Presima Securities
Quebec, Canada
$49.6M +$584K +3,300 +1%
Axa
110
Axa
France
$49.3M +$7.67M +43,339 +18%
PAM
111
Panagora Asset Management
Massachusetts
$46.9M +$2.98M +16,850 +7%
BG
112
Bahl & Gaynor
Ohio
$46.1M -$7.55M -42,678 -14%
VLKIM
113
Van Lanschot Kempen Investment Management
Netherlands
$45.3M -$16M -90,200 -26%
Nomura Asset Management
114
Nomura Asset Management
Japan
$45.2M +$3.06M +17,319 +7%
VOYA Investment Management
115
VOYA Investment Management
Georgia
$45M +$1.46M +8,262 +3%
Mitsubishi UFJ Trust & Banking
116
Mitsubishi UFJ Trust & Banking
Japan
$45M -$72.7M -411,252 -62%
Chevy Chase Trust
117
Chevy Chase Trust
Maryland
$44.9M -$1.2M -6,798 -3%
APG Asset Management
118
APG Asset Management
Netherlands
$43.6M +$13.3M +75,000 +35%
Stifel Financial
119
Stifel Financial
Missouri
$42.7M +$1.94M +10,947 +5%
MMH
120
Menora Mivtachim Holdings
Israel
$42M +$20.8M +117,870 +98%
DLA
121
Douglas Lane & Associates
New York
$41.9M +$757K +4,282 +2%
First Trust Advisors
122
First Trust Advisors
Illinois
$41.1M +$6.72M +38,017 +20%
Connor, Clark & Lunn Investment Management (CC&L)
123
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$40M +$23.4M +132,025 +140%
ERSOT
124
Employees Retirement System of Texas
Texas
$39.3M +$2.83M +16,000 +8%
Janus Henderson Group
125
Janus Henderson Group
United Kingdom
$39.3M +$2.95M +16,683 +8%
3 4
5
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SPG Hedge Fund Activity: Q3 2018 in Review

734 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2018, worth a combined $53.2B — up 4.1% from $51.1B a quarter earlier.

Buyers outnumbered sellers: 67 funds opened new SPG positions and 41 closed out — a net gain of 26 holders — while 251 added to existing stakes and 292 trimmed.

The largest buyer was Nordea Investment Management, opening a new position worth an estimated $426M. The largest seller was Capital World Investors, cutting an estimated $263M.

  • 734 institutional investors held Simon Property Group (SPG) as of Q3 2018, up from 713 in Q2 2018.
  • Funds reported $53.2B of Simon Property Group stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 67 funds opened new Simon Property Group positions in Q3 2018 and 41 closed out, a net change of +26 holders.
  • The largest Simon Property Group buyer in Q3 2018 was Nordea Investment Management, an estimated $426M added.
  • The largest Simon Property Group seller in Q3 2018 was Capital World Investors, an estimated $263M sold.

Based on aggregated 13F filings for Q3 2018.