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Simon Property Group

672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

365% more first-time investments, than exits

New positions opened: 107 | Existing positions closed: 23

15% more repeat investments, than reductions

Existing positions increased: 246 | Existing positions reduced: 213

12% more funds holding

Funds holding: 598672 (+74)

12% more funds holding in top 10

Funds holding in top 10: 4348 (+5)

8% more capital invested

Capital invested by funds: $49.7B → $53.8B (+$4.02B)

8% less call options, than puts

Call options by funds: $409M | Put options by funds: $442M

1.98% less ownership

Funds ownership: 97.04%95.07% (-2%)

Holders
672
Holders Change
+74
Holders Change %
+12.37%
% of All Funds
17.92%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.28%
New
107
Increased
246
Reduced
213
Closed
23
Calls
$409M
Puts
$442M
Net Calls
-$33.4M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.44B +$151M +853,519 +2%
State Street
2
State Street
Massachusetts
$2.67B +$99.5M +560,672 +4%
Cohen & Steers
3
Cohen & Steers
New York
$2.49B -$662M -3,732,640 -21%
BIT
4
BlackRock Institutional Trust
California
$2.35B +$137M +774,740 +6%
Invesco
5
Invesco
Georgia
$2.08B -$228M -1,287,482 -10%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$2B -$94.3M -531,342 -5%
Morgan Stanley
7
Morgan Stanley
New York
$1.74B -$43.4M -244,839 -2%
BFA
8
BlackRock Fund Advisors
California
$1.35B +$155M +871,239 +13%
AAMU
9
APG Asset Management US
New York
$1.19B +$3.99M +22,500 +0.3%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.17B -$31.4M -177,246 -3%
LIMS
11
Lasalle Investment Management Securities
Maryland
$1.16B -$2.7M -15,200 -0.2%
Daiwa Securities Group
12
Daiwa Securities Group
Japan
$1.14B -$192M -1,082,029 -15%
Northern Trust
13
Northern Trust
Illinois
$982M +$59.3M +334,046 +7%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$943M -$32.1M -181,182 -3%
CIMLRA
15
CBRE Investment Management Listed Real Assets
Pennsylvania
$929M -$44.3M -249,861 -5%
SAMC
16
Shinko Asset Management Company
Japan
$894M -$139M -783,005 -14%
Principal Financial Group
17
Principal Financial Group
Iowa
$874M +$97.7M +550,911 +13%
JP Morgan Chase
18
JP Morgan Chase
New York
$830M -$141M -794,920 -15%
BG
19
BlackRock Group
United Kingdom
$803M +$43.3M +243,889 +6%
PI
20
PGGM Investments
Netherlands
$723M -$16M -90,038 -2%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$696M -$4.65M -26,206 -0.7%
Deutsche Bank
22
Deutsche Bank
Germany
$693M -$460M -2,594,821 -41%
ACM
23
AEW Capital Management
Massachusetts
$575M +$18.1M +102,000 +3%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$503M +$17.3M +97,757 +4%
ACI
25
AMP Capital Investors
Australia
$493M -$27M -152,418 -5%

SPG Hedge Fund Activity: Q4 2014 in Review

672 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2014, worth a combined $53.8B — up 8.1% from $49.7B a quarter earlier.

Buyers outnumbered sellers: 107 funds opened new SPG positions and 23 closed out — a net gain of 84 holders — while 246 added to existing stakes and 213 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $155M. The largest seller was Cohen & Steers, cutting an estimated $662M.

  • 672 institutional investors held Simon Property Group (SPG) as of Q4 2014, up from 598 in Q3 2014.
  • Funds reported $53.8B of Simon Property Group stock for Q4 2014, up 8.1% quarter-over-quarter.
  • 107 funds opened new Simon Property Group positions in Q4 2014 and 23 closed out, a net change of +84 holders.
  • The largest Simon Property Group buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $155M added.
  • The largest Simon Property Group seller in Q4 2014 was Cohen & Steers, an estimated $662M sold.

Based on aggregated 13F filings for Q4 2014.