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Simon Property Group

994 hedge funds and large institutions have $33.1B invested in Simon Property Group in 2022 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 369 increasing their positions, 327 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 165 | Existing positions closed: 76

32% more capital invested

Capital invested by funds: $25B → $33.1B (+$8.03B)

31% more call options, than puts

Call options by funds: $548M | Put options by funds: $420M

29% more funds holding in top 10

Funds holding in top 10: 1722 (+5)

13% more repeat investments, than reductions

Existing positions increased: 369 | Existing positions reduced: 327

8% more funds holding

Funds holding: 919994 (+75)

0.87% more ownership

Funds ownership: 85.44%86.3% (+0.87%)

Holders
994
Holders Change
+75
Holders Change %
+8.16%
% of All Funds
15.98%
Holding in Top 10
22
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+29.41%
% of All Funds
0.35%
New
165
Increased
369
Reduced
327
Closed
76
Calls
$548M
Puts
$420M
Net Calls
+$129M
Net Calls Change
+$106M
Name Holding Trade Value Shares
Change
Change in
Stake
FAF
151
Första AP-fonden
Sweden
$16.1M -$88.9K -800 -0.6%
JVBC
152
J.V. Bruni & Co
Colorado
$15.8M +$1.06M +9,513 +8%
ACM
153
Advisors Capital Management
New Jersey
$15.7M +$137K +1,233 +0.9%
DSA
154
Davis Selected Advisers
Arizona
$15.3M
Handelsbanken Fonder
155
Handelsbanken Fonder
Sweden
$15.3M +$1.42M +12,809 +11%
State of Wisconsin Investment Board
156
State of Wisconsin Investment Board
Wisconsin
$15.1M +$2.19M +19,662 +18%
Royal London Asset Management
157
Royal London Asset Management
United Kingdom
$14.8M +$376K +3,386 +3%
OPERF
158
Oregon Public Employees Retirement Fund
Oregon
$14.6M +$2.49M +22,400 +22%
Swedbank
159
Swedbank
Sweden
$14.5M +$62K +558 +0.5%
Osaic Holdings
160
Osaic Holdings
Arizona
$13.8M +$428K +3,855 +3%
VanEck Associates
161
VanEck Associates
New York
$13.6M +$359K +3,226 +3%
WHG
162
Westwood Holdings Group
Texas
$13.6M -$338K -3,039 -3%
WBC
163
Westpac Banking Corp
Australia
$13.3M -$1.29M -11,652 -9%
LGF
164
LGT Group Foundation
Liechtenstein
$13.1M +$2.87M +25,826 +30%
VLKIM
165
Van Lanschot Kempen Investment Management
Netherlands
$13M -$13.4M -120,632 -52%
TD Asset Management
166
TD Asset Management
Ontario, Canada
$12.8M +$230K +2,073 +2%
Thrivent Financial for Lutherans
167
Thrivent Financial for Lutherans
Minnesota
$12.7M -$730K -6,565 -6%
ECM
168
ExodusPoint Capital Management
New York
$12.5M +$11.9M +106,725 New
SOMRS
169
State of Michigan Retirement System
Michigan
$12.4M +$422K +3,800 +4%
NC
170
Nixon Capital
Texas
$12.4M -$524K -4,714 -4%
GCA
171
GSI Capital Advisors
California
$11.9M -$2.23M -20,057 -16%
Two Sigma Advisers
172
Two Sigma Advisers
New York
$11.9M -$1.33M -12,000 -11%
Grantham, Mayo, Van Otterloo & Co (GMO)
173
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$11.9M +$1.74M +15,687 +18%
PHAM
174
Pacific Heights Asset Management
California
$11.7M
Nordea Investment Management
175
Nordea Investment Management
Sweden
$11.6M +$4.33K +39 +0%

SPG Hedge Fund Activity: Q4 2022 in Review

994 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2022, worth a combined $33.1B — up 32% from $25B a quarter earlier.

Buyers outnumbered sellers: 165 funds opened new SPG positions and 76 closed out — a net gain of 89 holders — while 369 added to existing stakes and 327 trimmed.

The largest buyer was Norges Bank, adding an estimated $303M. The largest seller was Cohen & Steers, cutting an estimated $329M.

  • 994 institutional investors held Simon Property Group (SPG) as of Q4 2022, up from 919 in Q3 2022.
  • Funds reported $33.1B of Simon Property Group stock for Q4 2022, up 32% quarter-over-quarter.
  • 165 funds opened new Simon Property Group positions in Q4 2022 and 76 closed out, a net change of +89 holders.
  • The largest Simon Property Group buyer in Q4 2022 was Norges Bank, an estimated $303M added.
  • The largest Simon Property Group seller in Q4 2022 was Cohen & Steers, an estimated $329M sold.

Based on aggregated 13F filings for Q4 2022.