Simon Property Group
SPG
663 hedge funds and large institutions have $49.5B invested in Simon Property Group in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 284 reducing their positions, and 75 closing their positions.
16% more funds holding in top 10
Funds holding in top 10: 37 → 43 (+6)
2.33% more ownership
Funds ownership: 95.62% → 97.95% (+2.3%)
3% less funds holding
Funds holding: 686 → 663 (-23)
6% less capital invested
Capital invested by funds: $52.6B → $49.5B (-$3.13B)
20% less first-time investments, than exits
New positions opened: 60 | Existing positions closed: 75
20% less repeat investments, than reductions
Existing positions increased: 226 | Existing positions reduced: 284
52% less call options, than puts
Call options by funds: $217M | Put options by funds: $453M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$685M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$155M |
| 3 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$132M |
| 4 |
Goldman Sachs
New York
|
+$126M |
| 5 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$304M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$181M |
| 3 |
BlackRock
New York
|
-$155M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$146M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$138M |
SPG Hedge Fund Activity: Q2 2017 in Review
663 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2017, worth a combined $49.5B — down 5.9% from $52.6B a quarter earlier.
Sellers outnumbered buyers: 75 funds closed out of SPG and 60 opened new positions — a net loss of 15 holders — while 284 trimmed existing stakes and 226 added.
The largest buyer was Capital World Investors, adding an estimated $685M. The largest seller was Cohen & Steers, cutting an estimated $304M.
- 663 institutional investors held Simon Property Group (SPG) as of Q2 2017, down from 686 in Q1 2017.
- Funds reported $49.5B of Simon Property Group stock for Q2 2017, down 5.9% quarter-over-quarter.
- 60 funds opened new Simon Property Group positions in Q2 2017 and 75 closed out, a net change of -15 holders.
- The largest Simon Property Group buyer in Q2 2017 was Capital World Investors, an estimated $685M added.
- The largest Simon Property Group seller in Q2 2017 was Cohen & Steers, an estimated $304M sold.
Based on aggregated 13F filings for Q2 2017.