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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
Thrivent Financial for Lutherans
151
Thrivent Financial for Lutherans
Minnesota
$27.8M +$740K +3,820 +3%
FQ
152
First Quadrant
California
$27.5M +$22M +113,800 +427%
Robeco Institutional Asset Management
153
Robeco Institutional Asset Management
Netherlands
$27.3M -$855K -4,412 -3%
Caisse de Depot et Placement du Quebec (CDPQ)
154
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$26.8M -$6.9M -35,600 -21%
CCM
155
Chilton Capital Management
Texas
$26.8M +$1.4M +7,204 +6%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$26.2M -$2.07M -10,700 -7%
MNA
157
Manning & Napier Advisors
New York
$26M -$2.13M -10,968 -8%
TD Asset Management
158
TD Asset Management
Ontario, Canada
$25.9M -$302K -1,559 -1%
SOADOR
159
State of Alaska Department of Revenue
Alaska
$25.6M -$1.41M -7,290 -5%
AIG
160
American International Group
New York
$25.6M +$6M +30,983 +31%
Stifel Financial
161
Stifel Financial
Missouri
$25.1M +$9.32M +48,111 +60%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$24.7M -$859K -4,435 -3%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$24.2M -$401K -2,069 -2%
SOMRS
164
State of Michigan Retirement System
Michigan
$23.5M -$1.57M -8,100 -6%
TPSF
165
Texas Permanent School Fund
Texas
$22.8M -$349K -1,803 -2%
BREA
166
Barings Real Estate Advisers
Connecticut
$22.3M -$2.78M -14,324 -11%
TSU
167
TD Securities (USA)
New York
$21.8M -$1.23M -6,345 -5%
National Pension Service
168
National Pension Service
South Korea
$21.6M +$2.9M +14,971 +16%
Comerica Bank
169
Comerica Bank
Texas
$21.2M -$20.8M -107,518 -50%
Public Sector Pension Investment Board (PSP Investments)
170
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$21.1M +$523K +2,700 +3%
V
171
Veritable
Delaware
$20.9M +$172K +886 +0.8%
NMERB
172
New Mexico Educational Retirement Board
New Mexico
$20.8M -$484K -2,500 -2%
CIBC Asset Management
173
CIBC Asset Management
Ontario, Canada
$20.8M -$2.86M -14,766 -12%
AAMU
174
Amundi Asset Management US
Massachusetts
$20.4M -$18.6K -96 -0.1%
N
175
Natixis
France
$19.9M +$324K +1,673 +2%

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.