Simon Property Group
686 hedge funds and large institutions have $52.6B invested in Simon Property Group in 2017 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 230 increasing their positions, 302 reducing their positions, and 70 closing their positions.
0.25% more ownership
Funds ownership: 95.37% → 95.62% (+0.25%)
1% less capital invested
Capital invested by funds: $53.2B → $52.6B (-$621M)
6% less call options, than puts
Call options by funds: $277M | Put options by funds: $295M
3% less funds holding
Funds holding: 709 → 686 (-23)
14% less funds holding in top 10
Funds holding in top 10: 43 → 37 (-6)
17% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 70
24% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 302
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$5.05B |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$2.88B |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$165M |
| 4 |
PI
PGGM Investments
Zeist,
Netherlands
|
+$150M |
| 5 |
Renaissance Technologies
New York
|
+$81.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$662M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$303M |
| 3 |
Daiwa Securities Group
Tokyo,
Japan
|
-$226M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$200M |
| 5 |
Morgan Stanley
New York
|
-$152M |
SPG Hedge Fund Activity: Q1 2017 in Review
686 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2017, worth a combined $52.6B — down 1.2% from $53.2B a quarter earlier.
Sellers outnumbered buyers: 70 funds closed out of SPG and 58 opened new positions — a net loss of 12 holders — while 302 trimmed existing stakes and 230 added.
The largest buyer was BlackRock, adding an estimated $5.05B. The largest seller was Cohen & Steers, cutting an estimated $662M.
- 686 institutional investors held Simon Property Group (SPG) as of Q1 2017, down from 709 in Q4 2016.
- Funds reported $52.6B of Simon Property Group stock for Q1 2017, down 1.2% quarter-over-quarter.
- 58 funds opened new Simon Property Group positions in Q1 2017 and 70 closed out, a net change of -12 holders.
- The largest Simon Property Group buyer in Q1 2017 was BlackRock, an estimated $5.05B added.
- The largest Simon Property Group seller in Q1 2017 was Cohen & Steers, an estimated $662M sold.
Based on aggregated 13F filings for Q1 2017.