Simon Property Group
691 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 222 increasing their positions, 249 reducing their positions, and 60 closing their positions.
70% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 60
6% more capital invested
Capital invested by funds: $49.3B → $52.2B (+$2.93B)
6% more funds holding in top 10
Funds holding in top 10: 36 → 38 (+2)
5% more funds holding
Funds holding: 655 → 691 (+36)
0.62% less ownership
Funds ownership: 98.49% → 97.87% (-0.62%)
11% less repeat investments, than reductions
Existing positions increased: 222 | Existing positions reduced: 249
41% less call options, than puts
Call options by funds: $359M | Put options by funds: $608M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$195M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$192M |
| 3 |
NMIMC
Northwestern Mutual Investment Management Company
Milwaukee,
Wisconsin
|
+$109M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$79.9M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$74.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$223M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$204M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$184M |
| 4 |
Daiwa Securities Group
Tokyo,
Japan
|
-$166M |
| 5 |
Goldman Sachs
New York
|
-$146M |
SPG Hedge Fund Activity: Q4 2017 in Review
691 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2017, worth a combined $52.2B — up 5.9% from $49.3B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new SPG positions and 60 closed out — a net gain of 42 holders — while 222 added to existing stakes and 249 trimmed.
The largest buyer was Capital World Investors, adding an estimated $195M. The largest seller was Cohen & Steers, cutting an estimated $223M.
- 691 institutional investors held Simon Property Group (SPG) as of Q4 2017, up from 655 in Q3 2017.
- Funds reported $52.2B of Simon Property Group stock for Q4 2017, up 5.9% quarter-over-quarter.
- 102 funds opened new Simon Property Group positions in Q4 2017 and 60 closed out, a net change of +42 holders.
- The largest Simon Property Group buyer in Q4 2017 was Capital World Investors, an estimated $195M added.
- The largest Simon Property Group seller in Q4 2017 was Cohen & Steers, an estimated $223M sold.
Based on aggregated 13F filings for Q4 2017.