Simon Property Group
986 hedge funds and large institutions have $31.9B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 396 increasing their positions, 334 reducing their positions, and 79 closing their positions.
110% more capital inflows, than outflows
Capital inflows: $2.41B | Capital outflows: $1.15B
45% more call options, than puts
Call options by funds: $627M | Put options by funds: $433M
23% more first-time investments, than exits
New positions opened: 97 | Existing positions closed: 79
19% more repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 334
3.1% more ownership
Funds ownership: 84.93% → 88.03% (+3.1%)
1% less funds holding
Funds holding: 994 → 986 (-8)
23% less funds holding in top 10
Funds holding in top 10: 22 → 17 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$268M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$242M |
| 3 |
Cohen & Steers
New York
|
+$135M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$110M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$101M |
| 2 |
Morgan Stanley
New York
|
-$63.7M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$56.3M |
| 4 |
Heitman Real Estate Securities
Chicago,
Illinois
|
-$50.7M |
| 5 |
BlackRock
New York
|
-$48M |
SPG Hedge Fund Activity: Q1 2023 in Review
986 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2023, worth a combined $31.9B — down 2.4% from $32.7B a quarter earlier.
Buyers outnumbered sellers: 97 funds opened new SPG positions and 79 closed out — a net gain of 18 holders — while 396 added to existing stakes and 334 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $101M.
- 986 institutional investors held Simon Property Group (SPG) as of Q1 2023, down from 994 in Q4 2022.
- Funds reported $31.9B of Simon Property Group stock for Q1 2023, down 2.4% quarter-over-quarter.
- 97 funds opened new Simon Property Group positions in Q1 2023 and 79 closed out, a net change of +18 holders.
- The largest Simon Property Group buyer in Q1 2023 was Envestnet Asset Management, an estimated $268M added.
- The largest Simon Property Group seller in Q1 2023 was Fidelity Investments, an estimated $101M sold.
Based on aggregated 13F filings for Q1 2023.