Simon Property Group
693 hedge funds and large institutions have $46.1B invested in Simon Property Group in 2018 Q1 according to their latest regulatory filings, with 84 funds opening new positions, 229 increasing their positions, 275 reducing their positions, and 78 closing their positions.
8% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 78
0% more funds holding
Funds holding: 691 → 693 (+2)
4.58% less ownership
Funds ownership: 97.87% → 93.29% (-4.6%)
8% less funds holding in top 10
Funds holding in top 10: 38 → 35 (-3)
12% less capital invested
Capital invested by funds: $52.2B → $46.1B (-$6.09B)
17% less repeat investments, than reductions
Existing positions increased: 229 | Existing positions reduced: 275
23% less call options, than puts
Call options by funds: $257M | Put options by funds: $332M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$572M |
| 2 |
BlackRock
New York
|
+$184M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$156M |
| 4 |
Barclays
London,
United Kingdom
|
+$94M |
| 5 |
TIAAOA
Teachers Insurance & Annuity Association of America
New York
|
+$64.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cohen & Steers
New York
|
-$570M |
| 2 |
Bank of New York Mellon
New York
|
-$431M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$350M |
| 4 |
JP Morgan Chase
New York
|
-$285M |
| 5 |
Capital World Investors
Los Angeles,
California
|
-$283M |
SPG Hedge Fund Activity: Q1 2018 in Review
693 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2018, worth a combined $46.1B — down 12% from $52.2B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SPG positions and 78 closed out — a net gain of 6 holders — while 229 added to existing stakes and 275 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $572M. The largest seller was Cohen & Steers, cutting an estimated $570M.
- 693 institutional investors held Simon Property Group (SPG) as of Q1 2018, up from 691 in Q4 2017.
- Funds reported $46.1B of Simon Property Group stock for Q1 2018, down 12% quarter-over-quarter.
- 84 funds opened new Simon Property Group positions in Q1 2018 and 78 closed out, a net change of +6 holders.
- The largest Simon Property Group buyer in Q1 2018 was Wellington Management Group, an estimated $572M added.
- The largest Simon Property Group seller in Q1 2018 was Cohen & Steers, an estimated $570M sold.
Based on aggregated 13F filings for Q1 2018.