Simon Property Group
770 hedge funds and large institutions have $48.3B invested in Simon Property Group in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 296 reducing their positions, and 95 closing their positions.
0.12% less ownership
Funds ownership: 96.92% → 96.8% (-0.12%)
1% less repeat investments, than reductions
Existing positions increased: 294 | Existing positions reduced: 296
4% less funds holding
Funds holding: 805 → 770 (-35)
11% less capital invested
Capital invested by funds: $54.5B → $48.3B (-$6.25B)
25% less first-time investments, than exits
New positions opened: 71 | Existing positions closed: 95
26% less funds holding in top 10
Funds holding in top 10: 31 → 23 (-8)
76% less call options, than puts
Call options by funds: $142M | Put options by funds: $601M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nuveen
Charlotte,
North Carolina
|
+$396M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$366M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$292M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$228M |
| 5 |
State Street
Boston,
Massachusetts
|
+$171M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$242M |
| 2 |
CIMLRA
CBRE Investment Management Listed Real Assets
Radnor,
Pennsylvania
|
-$147M |
| 3 |
Morgan Stanley
New York
|
-$137M |
| 4 |
BlackRock
New York
|
-$130M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$118M |
SPG Hedge Fund Activity: Q2 2019 in Review
770 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q2 2019, worth a combined $48.3B — down 11% from $54.5B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of SPG and 71 opened new positions — a net loss of 24 holders — while 296 trimmed existing stakes and 294 added.
The largest buyer was Nuveen, adding an estimated $396M. The largest seller was Fidelity Investments, cutting an estimated $242M.
- 770 institutional investors held Simon Property Group (SPG) as of Q2 2019, down from 805 in Q1 2019.
- Funds reported $48.3B of Simon Property Group stock for Q2 2019, down 11% quarter-over-quarter.
- 71 funds opened new Simon Property Group positions in Q2 2019 and 95 closed out, a net change of -24 holders.
- The largest Simon Property Group buyer in Q2 2019 was Nuveen, an estimated $396M added.
- The largest Simon Property Group seller in Q2 2019 was Fidelity Investments, an estimated $242M sold.
Based on aggregated 13F filings for Q2 2019.