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Simon Property Group

667 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 51 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $53.8B → $58.1B (+$4.35B)

0% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 51

0.5% less ownership

Funds ownership: 95.07%94.57% (-0.5%)

1% less funds holding

Funds holding: 672667 (-5)

4% less funds holding in top 10

Funds holding in top 10: 4846 (-2)

26% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 277

31% less call options, than puts

Call options by funds: $296M | Put options by funds: $427M

Holders
667
Holders Change
-5
Holders Change %
-0.74%
% of All Funds
17.78%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
51
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M
Name Holding Trade Value Shares
Change
Change in
Stake
State of Tennessee, Department of Treasury
126
State of Tennessee, Department of Treasury
Tennessee
$46.8M +$12.1M +62,348 +35%
Axa
127
Axa
France
$46.2M +$3.89M +20,074 +9%
SI
128
Sentry Investments
Ontario, Canada
$44.9M -$6.49M -33,515 -13%
Janus Henderson Group
129
Janus Henderson Group
United Kingdom
$44.4M -$27.2M -140,498 -38%
BNP Paribas Asset Management
130
BNP Paribas Asset Management
France
$43.7M +$26.5M +136,980 +158%
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$43.3M -$546K -2,816 -1%
ClearBridge Investments
132
ClearBridge Investments
New York
$43.2M +$8.75M +45,135 +26%
First Trust Advisors
133
First Trust Advisors
Illinois
$43.1M -$506K -2,614 -1%
Credit Agricole
134
Credit Agricole
France
$42M -$2.46M -12,684 -6%
AWCI
135
Alpine Woods Capital Investors
New York
$41.8M -$523K -2,700 -1%
DSA
136
Davis Selected Advisers
Arizona
$41.2M -$12.4M -63,760 -23%
Korea Investment Corp
137
Korea Investment Corp
South Korea
$40.5M +$2.03M +10,500 +5%
Los Angeles Capital Management
138
Los Angeles Capital Management
California
$39.1M -$10.7M -55,215 -22%
BCIM
139
British Columbia Investment Management
British Columbia, Canada
$38.5M -$9.62M -49,650 -20%
BAMCO Inc
140
BAMCO Inc
New York
$37.1M
VOYA Investment Management
141
VOYA Investment Management
Georgia
$36.7M +$1.05M +5,423 +3%
AIM
142
abrdn Investment Management
United Kingdom
$36.1M +$2.22M +11,433 +7%
Retirement Systems of Alabama
143
Retirement Systems of Alabama
Alabama
$35.3M -$1.57M -8,123 -4%
ProShare Advisors
144
ProShare Advisors
Maryland
$33.5M -$3.97M -20,472 -11%
Nomura Asset Management
145
Nomura Asset Management
Japan
$32.8M +$2.49M +12,855 +8%
PAMU
146
Pictet Asset Management (UK)
United Kingdom
$31.9M -$349K -1,800 -1%
KBC Group
147
KBC Group
Belgium
$30.1M -$13.4M -69,017 -31%
CCMH
148
Cornerstone Capital Management Holdings
New York
$29.9M +$508K +2,620 +2%
MME
149
Meag Munich Ergo
Germany
$29.2M
PIA
150
Piedmont Investment Advisors
North Carolina
$28.5M +$28.2M +145,469 New

SPG Hedge Fund Activity: Q1 2015 in Review

667 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2015, worth a combined $58.1B — up 8.1% from $53.8B a quarter earlier.

Fund positioning in SPG was balanced in Q1 2015: 51 funds opened new positions, 51 closed out, 204 added to existing stakes and 277 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $671M. The largest seller was Fidelity Investments, cutting an estimated $537M.

  • 667 institutional investors held Simon Property Group (SPG) as of Q1 2015, down from 672 in Q4 2014.
  • Funds reported $58.1B of Simon Property Group stock for Q1 2015, up 8.1% quarter-over-quarter.
  • 51 funds opened new Simon Property Group positions in Q1 2015 and 51 closed out, a net change of 0 holders.
  • The largest Simon Property Group buyer in Q1 2015 was Cohen & Steers, an estimated $671M added.
  • The largest Simon Property Group seller in Q1 2015 was Fidelity Investments, an estimated $537M sold.

Based on aggregated 13F filings for Q1 2015.