We are live on ! Find out more
SPG icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.2B +$201M +1,036,914 +3%
Cohen & Steers
2
Cohen & Steers
New York
$3.35B +$671M +3,464,370 +25%
State Street
3
State Street
Massachusetts
$2.7B -$170M -877,517 -6%
BIT
4
BlackRock Institutional Trust
California
$2.6B +$71.4M +368,608 +3%
Invesco
5
Invesco
Georgia
$2.11B -$123M -635,919 -6%
Morgan Stanley
6
Morgan Stanley
New York
$1.78B -$91.9M -474,128 -5%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$1.61B -$537M -2,769,929 -25%
BFA
8
BlackRock Fund Advisors
California
$1.44B -$4.23M -21,812 -0.3%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$1.38B +$162M +837,896 +13%
LIMS
10
Lasalle Investment Management Securities
Maryland
$1.29B +$40.5M +208,787 +3%
AAMU
11
APG Asset Management US
New York
$1.26B -$15.4M -79,500 -1%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.19B -$68.1M -351,389 -5%
CIMLRA
13
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.13B +$130M +670,203 +13%
Northern Trust
14
Northern Trust
Illinois
$1.09B +$33M +170,203 +3%
Principal Financial Group
15
Principal Financial Group
Iowa
$1.03B +$91.6M +472,988 +10%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$996M -$17.1M -88,141 -2%
SAMC
17
Shinko Asset Management Company
Japan
$919M -$41.3M -213,116 -4%
BG
18
BlackRock Group
United Kingdom
$828M -$34.8M -179,559 -4%
JP Morgan Chase
19
JP Morgan Chase
New York
$809M -$81.8M -422,260 -9%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$760M +$12.1M +62,630 +2%
Deutsche Bank
21
Deutsche Bank
Germany
$752M +$6.7M +34,577 +0.9%
PI
22
PGGM Investments
Netherlands
$745M -$31.4M -162,126 -4%
ACM
23
AEW Capital Management
Massachusetts
$589M -$28.4M -146,700 -5%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$571M +$30.6M +157,746 +6%
Ameriprise
25
Ameriprise
Minnesota
$519M +$34.8M +179,522 +7%

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.