Simon Property Group
697 hedge funds and large institutions have $67.5B invested in Simon Property Group in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 273 increasing their positions, 218 reducing their positions, and 34 closing their positions.
97% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 34
25% more repeat investments, than reductions
Existing positions increased: 273 | Existing positions reduced: 218
7% more capital invested
Capital invested by funds: $63B → $67.5B (+$4.49B)
4.28% more ownership
Funds ownership: 96.36% → 100.64% (+4.3%)
4% more funds holding
Funds holding: 672 → 697 (+25)
2% less funds holding in top 10
Funds holding in top 10: 47 → 46 (-1)
36% less call options, than puts
Call options by funds: $221M | Put options by funds: $347M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
+$451M |
| 2 |
JP Morgan Chase
New York
|
+$315M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$216M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$188M |
| 5 |
Daiwa Securities Group
Tokyo,
Japan
|
+$123M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$104M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$96.9M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$88.8M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$82.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$52.9M |
SPG Hedge Fund Activity: Q2 2016 in Review
697 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2016, worth a combined $67.5B — up 7.1% from $63B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new SPG positions and 34 closed out — a net gain of 33 holders — while 273 added to existing stakes and 218 trimmed.
The largest buyer was Cohen & Steers, adding an estimated $451M. The largest seller was Invesco, cutting an estimated $104M.
- 697 institutional investors held Simon Property Group (SPG) as of Q2 2016, up from 672 in Q1 2016.
- Funds reported $67.5B of Simon Property Group stock for Q2 2016, up 7.1% quarter-over-quarter.
- 67 funds opened new Simon Property Group positions in Q2 2016 and 34 closed out, a net change of +33 holders.
- The largest Simon Property Group buyer in Q2 2016 was Cohen & Steers, an estimated $451M added.
- The largest Simon Property Group seller in Q2 2016 was Invesco, an estimated $104M sold.
Based on aggregated 13F filings for Q2 2016.