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Simon Property Group

985 hedge funds and large institutions have $31.9B invested in Simon Property Group in 2023 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 396 increasing their positions, 335 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $627M | Put options by funds: $433M

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

18% more repeat investments, than reductions

Existing positions increased: 396 | Existing positions reduced: 335

1.9% more ownership

Funds ownership: 86.3%88.21% (+1.9%)

1% less funds holding

Funds holding: 994985 (-9)

4% less capital invested

Capital invested by funds: $33.1B → $31.9B (-$1.2B)

23% less funds holding in top 10

Funds holding in top 10: 2217 (-5)

Holders
985
Holders Change
-9
Holders Change %
-0.91%
% of All Funds
15.7%
Holding in Top 10
17
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-22.73%
% of All Funds
0.27%
New
96
Increased
396
Reduced
335
Closed
79
Calls
$627M
Puts
$433M
Net Calls
+$194M
Net Calls Change
+$64.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.43B +$24.5M +204,802 +0.4%
BlackRock
2
BlackRock
New York
$3.88B -$48M -402,131 -1%
State Street
3
State Street
Massachusetts
$2.54B -$34.5M -288,827 -1%
Cohen & Steers
4
Cohen & Steers
New York
$2.53B +$135M +1,127,631 +5%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$910M +$91.4M +765,146 +10%
Norges Bank
6
Norges Bank
Norway
$775M +$5.7M +47,720 +0.7%
Morgan Stanley
7
Morgan Stanley
New York
$668M -$63.7M -533,774 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$663M -$101M -849,406 -13%
Northern Trust
9
Northern Trust
Illinois
$528M +$21.9M +183,518 +4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$516M +$15.1M +126,585 +3%
Daiwa Securities Group
11
Daiwa Securities Group
Japan
$500M +$73M +611,260 +16%
N
12
Nuveen
North Carolina
$495M -$56.3M -471,264 -10%
Legal & General Group
13
Legal & General Group
United Kingdom
$475M +$28.3M +236,587 +6%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$436M +$8.84M +74,025 +2%
Deutsche Bank
15
Deutsche Bank
Germany
$420M +$76M +636,567 +20%
Charles Schwab
16
Charles Schwab
California
$382M +$6.13M +51,375 +2%
JP Morgan Chase
17
JP Morgan Chase
New York
$366M -$4.68M -39,160 -1%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$325M -$7.41M -62,029 -2%
UBS AM
19
UBS AM
Illinois
$290M +$5.22M +43,689 +2%
SCM
20
Smead Capital Management
Arizona
$275M +$8.75M +73,263 +3%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$272M -$1.06M -8,902 -0.4%
Invesco
22
Invesco
Georgia
$258M +$107M +892,294 +63%
CIMLRA
23
CBRE Investment Management Listed Real Assets
Pennsylvania
$255M -$157K -1,317 -0.1%
CIM
24
Centersquare Investment Management
Pennsylvania
$251M -$4.68M -39,170 -2%
Principal Financial Group
25
Principal Financial Group
Iowa
$237M +$25.3M +211,942 +11%

SPG Hedge Fund Activity: Q1 2023 in Review

985 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q1 2023, worth a combined $31.9B — down 3.6% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new SPG positions and 79 closed out — a net gain of 17 holders — while 396 added to existing stakes and 335 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $268M. The largest seller was Fidelity Investments, cutting an estimated $101M.

  • 985 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 3.6% quarter-over-quarter.
  • 96 funds opened new Simon Property Group positions in Q1 2023 and 79 closed out, a net change of +17 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.