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Simon Property Group

915 hedge funds and large institutions have $37.2B invested in Simon Property Group in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

23% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 301

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 905915 (+10)

0.34% less ownership

Funds ownership: 87.65%87.3% (-0.34%)

0% less capital invested

Capital invested by funds: $37.4B → $37.2B (-$161M)

30% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.16B

Holders
915
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
16.02%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.44%
New
98
Increased
371
Reduced
301
Closed
77
Calls
$810M
Puts
$1.16B
Net Calls
-$355M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
226
FWL Investment Management
Texas
$7.76M -$32.5K -250 -0.4%
Public Sector Pension Investment Board (PSP Investments)
227
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$7.67M +$979K +7,519 +15%
URS
228
Utah Retirement Systems
Utah
$7.67M -$416K -3,200 -5%
Truist Financial
229
Truist Financial
North Carolina
$7.56M -$567K -4,359 -7%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$7.38M -$13.3K -102 -0.2%
GCMG
231
Gyroscope Capital Management Group
Florida
$7.34M +$32.1K +247 +0.4%
Janney Montgomery Scott
232
Janney Montgomery Scott
Pennsylvania
$7.32M -$525K -4,033 -7%
BS
233
Banco Santander
Spain
$7.29M +$23.4K +180 +0.3%
VIM
234
Vancity Investment Management
British Columbia, Canada
$7.2M +$3.08M +23,638 +74%
FPCM
235
Financial Partners Capital Management
New York
$7.15M +$43K +330 +0.6%
ECM
236
EII Capital Management
New York
$6.93M +$8.59K +66 +0.1%
VI
237
Vestcor Inc
New Brunswick, Canada
$6.93M -$1.42M -10,918 -17%
OCAM
238
Onex Canada Asset Management
Ontario, Canada
$6.86M +$390 +3 +0%
MYIA
239
Mount Yale Investment Advisors
Colorado
$6.77M -$212K -1,629 -3%
TPSF
240
Texas Permanent School Fund
Texas
$6.6M -$496K -3,814 -7%
SMDAM
241
Sumitomo Mitsui DS Asset Management
Japan
$6.54M +$211K +1,621 +3%
WT
242
Whittier Trust
California
$6.53M +$189K +1,449 +3%
MSL
243
Mackay Shields LLC
New York
$6.52M -$189K -1,454 -3%
Rockefeller Capital Management
244
Rockefeller Capital Management
New York
$6.51M +$1.24M +9,542 +24%
DnB Asset Management
245
DnB Asset Management
Norway
$6.49M +$243K +1,864 +4%
WAM
246
Winslow Asset Management
Ohio
$6.41M -$78.5K -603 -1%
LSA
247
L & S Advisors
California
$6.34M +$823K +6,324 +15%
BIA
248
Biondo Investment Advisors
Pennsylvania
$6.32M +$142K +1,090 +2%
CCM
249
Cinctive Capital Management
New York
$6.31M +$2.42M +18,614 +62%
MPM
250
Meritage Portfolio Management
Kansas
$6.2M +$70K +538 +1%

SPG Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2021, worth a combined $37.2B — down 0.43% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SPG positions and 77 closed out — a net gain of 21 holders — while 371 added to existing stakes and 301 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was PGGM Investments, cutting an estimated $177M.

  • 915 institutional investors held Simon Property Group (SPG) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $37.2B of Simon Property Group stock for Q3 2021, down 0.43% quarter-over-quarter.
  • 98 funds opened new Simon Property Group positions in Q3 2021 and 77 closed out, a net change of +21 holders.
  • The largest Simon Property Group buyer in Q3 2021 was Cohen & Steers, an estimated $162M added.
  • The largest Simon Property Group seller in Q3 2021 was PGGM Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.