Simon Property Group
SPG
671 hedge funds and large institutions have $61.8B invested in Simon Property Group in 2016 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 261 increasing their positions, 222 reducing their positions, and 56 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 261 | Existing positions reduced: 222
11% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 56
7% more capital invested
Capital invested by funds: $58B → $61.8B (+$3.78B)
3.88% more ownership
Funds ownership: 97.46% → 101.34% (+3.9%)
0% less funds holding
Funds holding: 673 → 671 (-2)
2% less funds holding in top 10
Funds holding in top 10: 48 → 47 (-1)
32% less call options, than puts
Call options by funds: $198M | Put options by funds: $291M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal London Asset Management
United Kingdom
|
+$3.01B |
| 2 |
Invesco
Atlanta,
Georgia
|
+$214M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$197M |
| 4 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$139M |
| 5 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
+$122M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IG
ING Group
Amsterdam,
Netherlands
|
-$155M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$140M |
| 3 |
JP Morgan Chase
New York
|
-$130M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$124M |
| 5 |
HRES
Heitman Real Estate Securities
Chicago,
Illinois
|
-$109M |
SPG Hedge Fund Activity: Q1 2016 in Review
671 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2016, worth a combined $61.8B — up 6.5% from $58B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SPG positions and 56 closed out — a net gain of 6 holders — while 261 added to existing stakes and 222 trimmed.
The largest buyer was Royal London Asset Management, adding an estimated $3.01B. The largest seller was ING Group, cutting an estimated $155M.
- 671 institutional investors held Simon Property Group (SPG) as of Q1 2016, down from 673 in Q4 2015.
- Funds reported $61.8B of Simon Property Group stock for Q1 2016, up 6.5% quarter-over-quarter.
- 62 funds opened new Simon Property Group positions in Q1 2016 and 56 closed out, a net change of +6 holders.
- The largest Simon Property Group buyer in Q1 2016 was Royal London Asset Management, an estimated $3.01B added.
- The largest Simon Property Group seller in Q1 2016 was ING Group, an estimated $155M sold.
Based on aggregated 13F filings for Q1 2016.