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Simon Property Group

919 hedge funds and large institutions have $25B invested in Simon Property Group in 2022 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 392 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 392 | Existing positions reduced: 295

6% more funds holding in top 10

Funds holding in top 10: 1617 (+1)

5% more call options, than puts

Call options by funds: $433M | Put options by funds: $410M

0.37% more ownership

Funds ownership: 85.07%85.44% (+0.37%)

2% less funds holding

Funds holding: 938919 (-19)

5% less capital invested

Capital invested by funds: $26.5B → $25B (-$1.41B)

12% less first-time investments, than exits

New positions opened: 83 | Existing positions closed: 94

Holders
919
Holders Change
-19
Holders Change %
-2.03%
% of All Funds
15.83%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.29%
New
83
Increased
392
Reduced
295
Closed
94
Calls
$433M
Puts
$410M
Net Calls
+$22.5M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.35B -$1.13M -11,038 -0%
BlackRock
2
BlackRock
New York
$3.19B +$193M +1,886,532 +6%
Cohen & Steers
3
Cohen & Steers
New York
$2.19B +$116M +1,135,612 +5%
State Street
4
State Street
Massachusetts
$2.05B +$5.13M +50,167 +0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$712M +$4M +39,116 +0.5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$582M +$56M +547,451 +9%
Morgan Stanley
7
Morgan Stanley
New York
$546M +$60.4M +590,280 +11%
Northern Trust
8
Northern Trust
Illinois
$423M -$4.91M -48,000 -1%
Daiwa Securities Group
9
Daiwa Securities Group
Japan
$421M +$34.1M +333,220 +8%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$405M -$30.2M -295,325 -6%
Norges Bank
11
Norges Bank
Norway
$372M +$98.3M +961,052 +30%
Legal & General Group
12
Legal & General Group
United Kingdom
$359M -$16.1M -157,821 -4%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$357M +$142M +1,385,651 +53%
N
14
Nuveen
North Carolina
$355M -$83.4M -815,205 -17%
JP Morgan Chase
15
JP Morgan Chase
New York
$349M +$12M +117,305 +3%
Charles Schwab
16
Charles Schwab
California
$291M +$4.89M +47,844 +2%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$274M +$3.96M +38,727 +1%
CIM
18
Centersquare Investment Management
Pennsylvania
$224M +$3.7M +36,210 +1%
UBS AM
19
UBS AM
Illinois
$212M -$11.9M -116,428 -5%
Ameriprise
20
Ameriprise
Minnesota
$193M -$20.6M -201,614 -9%
Goldman Sachs
21
Goldman Sachs
New York
$188M +$4.32M +42,187 +2%
CIMLRA
22
CBRE Investment Management Listed Real Assets
Pennsylvania
$186M -$40.6M -397,274 -16%
SCM
23
Smead Capital Management
Arizona
$186M +$25.1M +245,522 +13%
Massachusetts Financial Services
24
Massachusetts Financial Services
Massachusetts
$182M +$36.1M +353,064 +21%
Principal Financial Group
25
Principal Financial Group
Iowa
$181M -$4.59M -44,897 -2%

SPG Hedge Fund Activity: Q3 2022 in Review

919 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2022, worth a combined $25B — down 5.3% from $26.5B a quarter earlier.

Sellers outnumbered buyers: 94 funds closed out of SPG and 83 opened new positions — a net loss of 11 holders — while 295 trimmed existing stakes and 392 added.

The largest buyer was BlackRock, adding an estimated $193M. The largest seller was Renaissance Technologies, cutting an estimated $103M.

  • 919 institutional investors held Simon Property Group (SPG) as of Q3 2022, down from 938 in Q2 2022.
  • Funds reported $25B of Simon Property Group stock for Q3 2022, down 5.3% quarter-over-quarter.
  • 83 funds opened new Simon Property Group positions in Q3 2022 and 94 closed out, a net change of -11 holders.
  • The largest Simon Property Group buyer in Q3 2022 was BlackRock, an estimated $193M added.
  • The largest Simon Property Group seller in Q3 2022 was Renaissance Technologies, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2022.