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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
Natixis Advisors
251
Natixis Advisors
Massachusetts
$6.19M +$201K +1,542 +3%
CM
252
Churchill Management
California
$6.14M +$6.15M +47,239 New
H
253
HoyleCohen
California
$6.12M +$196K +1,505 +3%
X
254
Xponance
Pennsylvania
$5.93M -$188K -1,448 -3%
VAG
255
VisionPoint Advisory Group
Texas
$5.92M -$812K -6,235 -15%
GLAM
256
Gardner Lewis Asset Management
Pennsylvania
$5.9M
HRES
257
Heitman Real Estate Securities
Illinois
$5.74M -$703K -5,400 -11%
SC
258
Scotia Capital
Ontario, Canada
$5.73M -$6.12M -47,016 -52%
IIM
259
Intact Investment Management
Quebec, Canada
$5.69M
US Bancorp
260
US Bancorp
Minnesota
$5.69M +$582K +4,469 +11%
FM
261
Foster & Motley
Ohio
$5.65M +$1.82M +13,960 +47%
OLA
262
Oliver Luxxe Assets
New Jersey
$5.65M +$286K +2,199 +5%
PAG
263
Private Advisor Group
New Jersey
$5.64M +$2.07M +15,873 +58%
USCWA
264
U.S. Capital Wealth Advisors
Texas
$5.63M +$5.93M +45,538 New
MOACM
265
Mutual of America Capital Management
New York
$5.6M +$31.9K +245 +0.6%
PCIA
266
Prime Capital Investment Advisors
Kansas
$5.58M +$1.36M +10,483 +32%
OC
267
Oppenheimer & Co
New York
$5.58M +$573K +4,405 +11%
Northwestern Mutual Wealth Management
268
Northwestern Mutual Wealth Management
Wisconsin
$5.57M +$363K +2,790 +7%
II
269
IFM Investors
Australia
$5.57M -$28.9K -222 -0.5%
GFG
270
Greystone Financial Group
Michigan
$5.54M -$1.96M -15,069 -26%
TIM
271
Thompson Investment Management
Wisconsin
$5.5M -$516K -3,966 -9%
Federated Hermes
272
Federated Hermes
Pennsylvania
$5.46M +$786K +6,036 +17%
DCM
273
Dupont Capital Management
Delaware
$5.42M -$1.24M -9,527 -19%
EIA
274
Edgemoor Investment Advisors
Maryland
$5.3M -$725K -5,570 -12%
PAM
275
Panagora Asset Management
Massachusetts
$5.25M -$4.59M -35,295 -47%

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.