Simon Property Group
699 hedge funds and large institutions have $63.5B invested in Simon Property Group in 2016 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 243 increasing their positions, 255 reducing their positions, and 50 closing their positions.
22% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 50
0% more funds holding
Funds holding: 696 → 699 (+3)
5% less repeat investments, than reductions
Existing positions increased: 243 | Existing positions reduced: 255
2.33% less ownership
Funds ownership: 100.84% → 98.51% (-2.3%)
6% less capital invested
Capital invested by funds: $67.6B → $63.5B (-$4.11B)
11% less funds holding in top 10
Funds holding in top 10: 46 → 41 (-5)
48% less call options, than puts
Call options by funds: $183M | Put options by funds: $352M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$204M |
| 2 |
AIM
abrdn Investment Management
Edinburgh,
United Kingdom
|
+$201M |
| 3 |
State Street
Boston,
Massachusetts
|
+$182M |
| 4 |
Goldman Sachs
New York
|
+$181M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$160M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
O
OppenheimerFunds
New York
|
-$160M |
| 2 |
Cohen & Steers
New York
|
-$152M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$139M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$119M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$107M |
SPG Hedge Fund Activity: Q3 2016 in Review
699 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2016, worth a combined $63.5B — down 6.1% from $67.6B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new SPG positions and 50 closed out — a net gain of 11 holders — while 243 added to existing stakes and 255 trimmed.
The largest buyer was Vanguard Group, adding an estimated $204M. The largest seller was OppenheimerFunds, cutting an estimated $160M.
- 699 institutional investors held Simon Property Group (SPG) as of Q3 2016, up from 696 in Q2 2016.
- Funds reported $63.5B of Simon Property Group stock for Q3 2016, down 6.1% quarter-over-quarter.
- 61 funds opened new Simon Property Group positions in Q3 2016 and 50 closed out, a net change of +11 holders.
- The largest Simon Property Group buyer in Q3 2016 was Vanguard Group, an estimated $204M added.
- The largest Simon Property Group seller in Q3 2016 was OppenheimerFunds, an estimated $160M sold.
Based on aggregated 13F filings for Q3 2016.