Simon Property Group
1,046 hedge funds and large institutions have $46.1B invested in Simon Property Group in 2021 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 406 increasing their positions, 309 reducing their positions, and 62 closing their positions.
226% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 62
31% more repeat investments, than reductions
Existing positions increased: 406 | Existing positions reduced: 309
24% more funds holding in top 10
Funds holding in top 10: 25 → 31 (+6)
24% more capital invested
Capital invested by funds: $37.3B → $46.1B (+$8.78B)
14% more funds holding
Funds holding: 916 → 1,046 (+130)
0.46% more ownership
Funds ownership: 87.3% → 87.76% (+0.46%)
40% less call options, than puts
Call options by funds: $721M | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$226M |
| 2 |
BlackRock
New York
|
+$180M |
| 3 |
JP Morgan Chase
New York
|
+$162M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$106M |
| 5 |
Goldman Sachs
New York
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AS
Altshuler Shaham
Tel Aviv,
Israel
|
-$356M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
-$142M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$75M |
| 4 |
N
Natixis
Paris,
France
|
-$72.3M |
| 5 |
ZP
Zimmer Partners
New York
|
-$68.8M |
SPG Hedge Fund Activity: Q4 2021 in Review
1,046 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q4 2021, worth a combined $46.1B — up 24% from $37.3B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new SPG positions and 62 closed out — a net gain of 140 holders — while 406 added to existing stakes and 309 trimmed.
The largest buyer was State Street, adding an estimated $226M. The largest seller was Altshuler Shaham, exiting entirely with an estimated $356M sold.
- 1,046 institutional investors held Simon Property Group (SPG) as of Q4 2021, up from 916 in Q3 2021.
- Funds reported $46.1B of Simon Property Group stock for Q4 2021, up 24% quarter-over-quarter.
- 202 funds opened new Simon Property Group positions in Q4 2021 and 62 closed out, a net change of +140 holders.
- The largest Simon Property Group buyer in Q4 2021 was State Street, an estimated $226M added.
- The largest Simon Property Group seller in Q4 2021 was Altshuler Shaham, an estimated $356M sold.
Based on aggregated 13F filings for Q4 2021.