Simon Property Group
SPG
985 hedge funds and large institutions have $32.8B invested in Simon Property Group in 2023 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 367 increasing their positions, 360 reducing their positions, and 70 closing their positions.
84% more call options, than puts
Call options by funds: $535M | Put options by funds: $292M
11% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 70
6% more funds holding in top 10
Funds holding in top 10: 17 → 18 (+1)
3% more capital invested
Capital invested by funds: $31.9B → $32.8B (+$972M)
2% more repeat investments, than reductions
Existing positions increased: 367 | Existing positions reduced: 360
0% more funds holding
Funds holding: 985 → 985 (0)
1.14% less ownership
Funds ownership: 88.21% → 87.06% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$202M |
| 2 |
JP Morgan Chase
New York
|
+$157M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
+$105M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.3M |
| 5 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$247M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$232M |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$76.7M |
| 4 |
BlackRock
New York
|
-$66M |
| 5 |
OIAM
OFI Invest Asset Management
Paris,
France
|
-$61.8M |
SPG Hedge Fund Activity: Q2 2023 in Review
985 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2023, worth a combined $32.8B — up 3% from $31.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new SPG positions and 70 closed out — a net gain of 8 holders — while 367 added to existing stakes and 360 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $202M. The largest seller was Vanguard Group, cutting an estimated $247M.
- 985 institutional investors held Simon Property Group (SPG) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $32.8B of Simon Property Group stock for Q2 2023, up 3% quarter-over-quarter.
- 78 funds opened new Simon Property Group positions in Q2 2023 and 70 closed out, a net change of +8 holders.
- The largest Simon Property Group buyer in Q2 2023 was Cohen & Steers, an estimated $202M added.
- The largest Simon Property Group seller in Q2 2023 was Vanguard Group, an estimated $247M sold.
Based on aggregated 13F filings for Q2 2023.