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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
SM
201
Stratton Management
Pennsylvania
$14.3M -$2.14M -11,035 -13%
Capital Fund Management (CFM)
202
Capital Fund Management (CFM)
France
$14.1M -$4.5M -23,217 -24%
PL
203
Perpetual Ltd
Australia
$14M -$3.86M -19,900 -22%
AIA
204
Avalon Investment & Advisory
Texas
$13.9M +$355K +1,833 +3%
FAF
205
Fjarde Ap-fonden
Sweden
$13.5M -$915K -4,723 -6%
IGIM
206
I.G. Investment Management
Manitoba, Canada
$13.5M -$1.38M -7,138 -9%
SLAM
207
Swiss Life Asset Management
$13.4M +$13.3M +68,599 New
URS
208
Utah Retirement Systems
Utah
$13M +$2.44M +12,569 +23%
PI
209
Putnam Investments
Massachusetts
$12.8M -$1.22M -6,280 -9%
BNP Paribas Financial Markets
210
BNP Paribas Financial Markets
France
$12.4M -$26.8M -138,525 -69%
FWCM
211
Ferguson Wellman Capital Management
Oregon
$12.3M +$225K +1,161 +2%
LFFS
212
La Francaise Forum Securities
Connecticut
$12.3M -$495K -2,557 -4%
Lazard Asset Management
213
Lazard Asset Management
New York
$12.3M +$1.1M +5,689 +10%
PR
214
Payden & Rygel
California
$12.3M +$2.25M +11,600 +23%
PDN
215
Pensionfund DSM Netherlands
Netherlands
$12.2M -$1.32M -6,800 -10%
WAM
216
Winslow Asset Management
Ohio
$11.5M -$488K -2,517 -4%
BCM
217
Bridgeway Capital Management
Texas
$11.2M
VLKIM
218
Van Lanschot Kempen Investment Management
Netherlands
$11.1M +$604K +3,117 +6%
PNC Financial Services Group
219
PNC Financial Services Group
Pennsylvania
$10.8M -$114K -586 -1%
HI
220
HBK Investments
Texas
$10.8M +$8.29M +42,771 +351%
DCM
221
Driehaus Capital Management
Illinois
$10.5M +$1.15M +5,911 +12%
AMI
222
Amica Mutual Insurance
Rhode Island
$10.5M -$1.24M -6,400 -11%
Fifth Third Bancorp
223
Fifth Third Bancorp
Ohio
$10.4M -$1.24M -6,393 -11%
AL
224
Agran Libbie
California
$10.3M -$46.3K -239 -0.5%
SOAMC
225
Spirit of America Management Corp
New York
$10.1M

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.