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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
Korea Investment Corp
101
Korea Investment Corp
South Korea
$32M +$4.26M +38,365 +16%
Franklin Resources
102
Franklin Resources
California
$31.4M +$9.52M +85,616 +47%
Citigroup
103
Citigroup
New York
$31.3M -$9.77M -87,900 -25%
PAMS
104
Pictet Asset Management (Switzerland)
Switzerland
$31M -$5.12M -46,110 -15%
SAM
105
Storebrand Asset Management
Norway
$30.5M +$91.7K +825 +0.3%
RJA
106
Raymond James & Associates
Florida
$30M +$478K +4,305 +2%
Manulife (Manufacturers Life Insurance)
107
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29.8M -$423K -3,808 -1%
DLA
108
Douglas Lane & Associates
New York
$29.6M +$495K +4,450 +2%
Aviva
109
Aviva
United Kingdom
$29.1M -$1.27M -11,450 -4%
Susquehanna International Group
110
Susquehanna International Group
Pennsylvania
$29.1M -$19.6M -176,276 -42%
CAI
111
Capital Advisors Inc
Oklahoma
$28.8M +$475K +4,271 +2%
Robeco Institutional Asset Management
112
Robeco Institutional Asset Management
Netherlands
$28.4M -$2.83M -25,446 -10%
Nisa Investment Advisors
113
Nisa Investment Advisors
Missouri
$27.9M -$291K -2,618 -1%
DekaBank Deutsche Girozentrale
114
DekaBank Deutsche Girozentrale
Germany
$27.7M +$2.31M +20,821 +10%
BNP Paribas Financial Markets
115
BNP Paribas Financial Markets
France
$27.6M +$5.62M +50,607 +27%
EIP
116
Epoch Investment Partners
New York
$27.5M +$26.1M +234,417 New
Voloridge Investment Management
117
Voloridge Investment Management
Florida
$27.2M -$35.8M -322,228 -58%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$26.9M -$1.36M -12,218 -5%
CIM
119
Corda Investment Management
Texas
$26.8M +$494K +4,442 +2%
OSAM
120
O'Shaughnessy Asset Management
Connecticut
$26.3M -$5.06M -45,542 -17%
Adage Capital Partners
121
Adage Capital Partners
Massachusetts
$26.1M -$12.3M -111,000 -33%
Lazard Asset Management
122
Lazard Asset Management
New York
$26.1M +$18M +162,065 +271%
Toronto Dominion Bank
123
Toronto Dominion Bank
Ontario, Canada
$25.5M +$3.1M +27,902 +15%
SOADOR
124
State of Alaska Department of Revenue
Alaska
$24.8M +$241K +2,171 +1%
PI
125
PineBridge Investments
New York
$24.6M -$6.7M -60,311 -22%

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.