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Simon Property Group

663 hedge funds and large institutions have $49.5B invested in Simon Property Group in 2017 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 226 increasing their positions, 284 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more funds holding in top 10

Funds holding in top 10: 3743 (+6)

2.33% more ownership

Funds ownership: 95.62%97.95% (+2.3%)

3% less funds holding

Funds holding: 686663 (-23)

6% less capital invested

Capital invested by funds: $52.6B → $49.5B (-$3.13B)

20% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 75

20% less repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 284

52% less call options, than puts

Call options by funds: $217M | Put options by funds: $453M

Holders
663
Holders Change
-23
Holders Change %
-3.35%
% of All Funds
16.53%
Holding in Top 10
43
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+16.22%
% of All Funds
1.07%
New
60
Increased
226
Reduced
284
Closed
75
Calls
$217M
Puts
$453M
Net Calls
-$236M
Net Calls Change
-$218M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$7.4B +$42.3M +259,901 +0.6%
BlackRock
2
BlackRock
New York
$4.66B -$155M -949,058 -3%
Capital World Investors
3
Capital World Investors
California
$3.36B +$685M +4,210,000 +25%
State Street
4
State Street
Massachusetts
$2.88B -$75M -460,787 -3%
Cohen & Steers
5
Cohen & Steers
New York
$1.88B -$304M -1,868,436 -14%
Morgan Stanley
6
Morgan Stanley
New York
$1.45B +$98.3M +603,551 +7%
Invesco
7
Invesco
Georgia
$1.43B -$114M -698,871 -7%
AAMU
8
APG Asset Management US
New York
$1.17B +$81.2M +498,800 +7%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$1.09B -$44.7M -274,734 -4%
Principal Financial Group
10
Principal Financial Group
Iowa
$989M +$88.4M +542,743 +10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$944M +$17.7M +108,510 +2%
LIMS
12
Lasalle Investment Management Securities
Maryland
$906M -$64.3M -394,732 -7%
Daiwa Securities Group
13
Daiwa Securities Group
Japan
$859M +$26.7M +164,287 +3%
CIMLRA
14
CBRE Investment Management Listed Real Assets
Pennsylvania
$831M +$26.3M +161,606 +3%
JP Morgan Chase
15
JP Morgan Chase
New York
$830M +$4.4M +27,027 +0.5%
Northern Trust
16
Northern Trust
Illinois
$820M -$1.47M -9,037 -0.2%
Goldman Sachs
17
Goldman Sachs
New York
$723M +$126M +771,229 +21%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$718M +$17.9M +109,854 +3%
PI
19
PGGM Investments
Netherlands
$575M +$13.1M +80,391 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$549M -$6.66M -40,887 -1%
T. Rowe Price Associates
21
T. Rowe Price Associates
Maryland
$514M -$138M -849,592 -21%
BC
22
Brookfield Corp
Ontario, Canada
$505M +$112M +690,169 +28%
Norges Bank
23
Norges Bank
Norway
$436M +$155M +954,374 +55%
Charles Schwab
24
Charles Schwab
California
$432M +$26.9M +165,240 +7%
N
25
Nuveen
North Carolina
$385M -$47M -288,821 -11%

SPG Hedge Fund Activity: Q2 2017 in Review

663 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2017, worth a combined $49.5B — down 5.9% from $52.6B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of SPG and 60 opened new positions — a net loss of 15 holders — while 284 trimmed existing stakes and 226 added.

The largest buyer was Capital World Investors, adding an estimated $685M. The largest seller was Cohen & Steers, cutting an estimated $304M.

  • 663 institutional investors held Simon Property Group (SPG) as of Q2 2017, down from 686 in Q1 2017.
  • Funds reported $49.5B of Simon Property Group stock for Q2 2017, down 5.9% quarter-over-quarter.
  • 60 funds opened new Simon Property Group positions in Q2 2017 and 75 closed out, a net change of -15 holders.
  • The largest Simon Property Group buyer in Q2 2017 was Capital World Investors, an estimated $685M added.
  • The largest Simon Property Group seller in Q2 2017 was Cohen & Steers, an estimated $304M sold.

Based on aggregated 13F filings for Q2 2017.