Simon Property Group
983 hedge funds and large institutions have $31B invested in Simon Property Group in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 351 increasing their positions, 359 reducing their positions, and 81 closing their positions.
61% more call options, than puts
Call options by funds: $456M | Put options by funds: $284M
21% more capital inflows, than outflows
Capital inflows: $1.75B | Capital outflows: $1.45B
4% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 81
0.66% more ownership
Funds ownership: 87.06% → 87.73% (+0.66%)
0% less funds holding
Funds holding: 986 → 983 (-3)
2% less repeat investments, than reductions
Existing positions increased: 351 | Existing positions reduced: 359
17% less funds holding in top 10
Funds holding in top 10: 18 → 15 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Norges Bank
Oslo,
Norway
|
+$624M |
| 2 |
Goldman Sachs
New York
|
+$118M |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$105M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$100M |
| 5 |
JP Morgan Private Wealth Advisors
San Francisco,
California
|
+$75.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$215M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$168M |
| 3 |
Cohen & Steers
New York
|
-$115M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$65.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$64.6M |
SPG Hedge Fund Activity: Q3 2023 in Review
983 of the 6,316 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2023, worth a combined $31B — down 5.6% from $32.9B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new SPG positions and 81 closed out — a net gain of 3 holders — while 351 added to existing stakes and 359 trimmed.
The largest buyer was Norges Bank, adding an estimated $624M. The largest seller was Massachusetts Financial Services, cutting an estimated $215M.
- 983 institutional investors held Simon Property Group (SPG) as of Q3 2023, down from 986 in Q2 2023.
- Funds reported $31B of Simon Property Group stock for Q3 2023, down 5.6% quarter-over-quarter.
- 84 funds opened new Simon Property Group positions in Q3 2023 and 81 closed out, a net change of +3 holders.
- The largest Simon Property Group buyer in Q3 2023 was Norges Bank, an estimated $624M added.
- The largest Simon Property Group seller in Q3 2023 was Massachusetts Financial Services, an estimated $215M sold.
Based on aggregated 13F filings for Q3 2023.