We are live on ! Find out more
SPG icon

Simon Property Group

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

5% more capital invested

Capital invested by funds: $44.8B → $47.2B (+$2.4B)

4% more funds holding

Funds holding: 560582 (+22)

2.7% more ownership

Funds ownership: 103.65%106.35% (+2.7%)

8% more call options, than puts

Call options by funds: $313M | Put options by funds: $289M

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.89%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.64B +$64.4M +446,772 +1%
Cohen & Steers
2
Cohen & Steers
New York
$3.18B +$251M +1,742,958 +9%
State Street
3
State Street
Massachusetts
$2.11B -$14.4M -99,816 -0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.06B -$113M -782,407 -5%
BIT
5
BlackRock Institutional Trust
California
$1.8B +$64.3M +446,522 +4%
Invesco
6
Invesco
Georgia
$1.77B +$54.6M +379,323 +3%
Morgan Stanley
7
Morgan Stanley
New York
$1.5B -$2.74M -19,041 -0.2%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$1.27B -$2.48M -17,248 -0.2%
DCMA
9
Daiwa Capital Markets America
New York
$1.27B +$1.28B +8,861,917 New
AAMU
10
APG Asset Management US
New York
$991M +$6.22M +43,191 +0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$961M -$18.5M -128,500 -2%
BFA
12
BlackRock Fund Advisors
California
$915M -$54.2M -376,187 -6%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$883M +$124M +861,055 +16%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$869M -$26.9M -186,936 -3%
LIMS
15
Lasalle Investment Management Securities
Maryland
$868M -$22.3M -154,641 -2%
SAMC
16
Shinko Asset Management Company
Japan
$789M +$83.2M +577,481 +12%
Northern Trust
17
Northern Trust
Illinois
$787M -$48.6M -337,529 -6%
Deutsche Bank
18
Deutsche Bank
Germany
$776M -$18.7M -129,887 -2%
PI
19
PGGM Investments
Netherlands
$752M -$40.1M -278,144 -5%
BG
20
BlackRock Group
United Kingdom
$585M +$37.6M +260,643 +7%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$526M +$23.6M +163,824 +5%
Principal Financial Group
22
Principal Financial Group
Iowa
$509M +$30.8M +213,716 +6%
ECM
23
EII Capital Management
New York
$498M +$2.24M +15,574 +0.4%
JP Morgan Chase
24
JP Morgan Chase
New York
$487M -$197M -1,369,676 -29%
TCIM
25
TIAA CREF Investment Management
New York
$470M -$13.7M -95,268 -3%