Simon Property Group
SPG
560 hedge funds and large institutions have $44.8B invested in Simon Property Group in 2013 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 215 increasing their positions, 216 reducing their positions, and 40 closing their positions.
5% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 40
0.18% more ownership
Funds ownership: 103.47% → 103.65% (+0.18%)
0% less repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 216
1% less funds holding
Funds holding: 563 → 560 (-3)
6% less capital invested
Capital invested by funds: $47.8B → $44.8B (-$2.91B)
10% less funds holding in top 10
Funds holding in top 10: 48 → 43 (-5)
45% less call options, than puts
Call options by funds: $169M | Put options by funds: $306M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
+$169M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$117M |
| 3 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$111M |
| 4 |
JP Morgan Chase
New York
|
+$111M |
| 5 |
Barclays
London,
United Kingdom
|
+$88.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$418M |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$296M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
-$174M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$163M |
| 5 |
CGM
Capital Growth Management
Boston,
Massachusetts
|
-$100M |
SPG Hedge Fund Activity: Q3 2013 in Review
560 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2013, worth a combined $44.8B — down 6.1% from $47.8B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new SPG positions and 40 closed out — a net gain of 2 holders — while 215 added to existing stakes and 216 trimmed.
The largest buyer was Brookfield Corp, adding an estimated $169M. The largest seller was Cohen & Steers, cutting an estimated $418M.
- 560 institutional investors held Simon Property Group (SPG) as of Q3 2013, down from 563 in Q2 2013.
- Funds reported $44.8B of Simon Property Group stock for Q3 2013, down 6.1% quarter-over-quarter.
- 42 funds opened new Simon Property Group positions in Q3 2013 and 40 closed out, a net change of +2 holders.
- The largest Simon Property Group buyer in Q3 2013 was Brookfield Corp, an estimated $169M added.
- The largest Simon Property Group seller in Q3 2013 was Cohen & Steers, an estimated $418M sold.
Based on aggregated 13F filings for Q3 2013.