Simon Property Group
578 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2014 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 219 increasing their positions, 215 reducing their positions, and 47 closing their positions.
28% more call options, than puts
Call options by funds: $191M | Put options by funds: $150M
6% more capital invested
Capital invested by funds: $47.2B → $49.9B (+$2.68B)
2% more funds holding in top 10
Funds holding in top 10: 46 → 47 (+1)
6% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 47
2% more repeat investments, than reductions
Existing positions increased: 219 | Existing positions reduced: 215
1% less funds holding
Funds holding: 582 → 578 (-4)
2.06% less ownership
Funds ownership: 106.35% → 104.29% (-2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$224M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$112M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$92.1M |
| 4 |
Cohen & Steers
New York
|
+$92M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$75.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$129M |
| 2 |
PI
PGGM Investments
Zeist,
Netherlands
|
-$108M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$57.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$54.2M |
| 5 |
Goldman Sachs
New York
|
-$48.4M |
SPG Hedge Fund Activity: Q1 2014 in Review
578 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2014, worth a combined $49.9B — up 5.7% from $47.2B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new SPG positions and 47 closed out — a net gain of 3 holders — while 219 added to existing stakes and 215 trimmed.
The largest buyer was Vanguard Group, adding an estimated $224M. The largest seller was Fidelity Investments, cutting an estimated $129M.
- 578 institutional investors held Simon Property Group (SPG) as of Q1 2014, down from 582 in Q4 2013.
- Funds reported $49.9B of Simon Property Group stock for Q1 2014, up 5.7% quarter-over-quarter.
- 50 funds opened new Simon Property Group positions in Q1 2014 and 47 closed out, a net change of +3 holders.
- The largest Simon Property Group buyer in Q1 2014 was Vanguard Group, an estimated $224M added.
- The largest Simon Property Group seller in Q1 2014 was Fidelity Investments, an estimated $129M sold.
Based on aggregated 13F filings for Q1 2014.