Simon Property Group
583 hedge funds and large institutions have $47.3B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.
82% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 34
7% more funds holding in top 10
Funds holding in top 10: 43 → 46 (+3)
4% more funds holding
Funds holding: 560 → 583 (+23)
2.38% more ownership
Funds ownership: 103.97% → 106.35% (+2.4%)
8% more call options, than puts
Call options by funds: $313M | Put options by funds: $289M
5% more capital invested
Capital invested by funds: $45.1B → $47.3B (+$2.25B)
18% less repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 237
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$251M |
| 2 |
Barclays
London,
United Kingdom
|
+$129M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$124M |
| 4 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
+$106M |
| 5 |
SAMC
Shinko Asset Management Company
Tokyo,
Japan
|
+$83.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$197M |
| 2 |
O
OppenheimerFunds
New York
|
-$144M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$113M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$87.7M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$74M |
SPG Hedge Fund Activity: Q4 2013 in Review
583 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2013, worth a combined $47.3B — up 5% from $45.1B a quarter earlier.
Buyers outnumbered sellers: 62 funds opened new SPG positions and 34 closed out — a net gain of 28 holders — while 195 added to existing stakes and 237 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $251M. The largest seller was JP Morgan Chase, cutting an estimated $197M.
- 583 institutional investors held Simon Property Group (SPG) as of Q4 2013, up from 560 in Q3 2013.
- Funds reported $47.3B of Simon Property Group stock for Q4 2013, up 5% quarter-over-quarter.
- 62 funds opened new Simon Property Group positions in Q4 2013 and 34 closed out, a net change of +28 holders.
- The largest Simon Property Group buyer in Q4 2013 was Cohen & Steers, an estimated $251M added.
- The largest Simon Property Group seller in Q4 2013 was JP Morgan Chase, an estimated $197M sold.
Based on aggregated 13F filings for Q4 2013.