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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
PMAM
301
Penn Mutual Asset Management
Pennsylvania
$3.93M
CIBC Asset Management
302
CIBC Asset Management
Ontario, Canada
$3.89M +$120K +924 +3%
SA
303
SAM Advisors
California
$3.83M +$3.79M +29,097 New
Nordea Investment Management
304
Nordea Investment Management
Sweden
$3.74M
Fifth Third Bancorp
305
Fifth Third Bancorp
Ohio
$3.73M +$611K +4,697 +20%
IG
306
ING Group
Netherlands
$3.65M +$78.9K +606 +2%
HEIP
307
Hudson Edge Investment Partners
New Jersey
$3.64M +$35.1K +270 +1%
AAM
308
Advisors Asset Management
Colorado
$3.64M -$408K -3,135 -10%
GH
309
GAM Holding
Switzerland
$3.64M +$260 +2 +0%
SOAMC
310
Spirit of America Management Corp
New York
$3.61M +$807K +6,200 +29%
IFG
311
Independent Financial Group
California
$3.55M -$511K -3,925 -13%
PS
312
Pensionfund Sabic
Netherlands
$3.55M
CCM
313
Condor Capital Management
New Jersey
$3.55M +$20.7K +159 +0.6%
UCFA
314
United Capital Financial Advisors
Texas
$3.55M +$78.5K +603 +2%
DA
315
Duality Advisers
Florida
$3.54M +$662K +5,086 +23%
BCM
316
Barometer Capital Management
Ontario, Canada
$3.52M -$162K -1,242 -4%
SM
317
SG3 Management
Puerto Rico
$3.51M -$390K -3,000 -10%
Mercer Global Advisors
318
Mercer Global Advisors
Colorado
$3.39M +$706K +5,422 +26%
Rafferty Asset Management
319
Rafferty Asset Management
New York
$3.36M -$1.27M -9,755 -27%
MSRPS
320
Maryland State Retirement & Pension System
Maryland
$3.33M
OAM
321
Oppenheimer Asset Management
New York
$3.33M +$48.4K +372 +1%
PAM
322
Paradigm Asset Management
New York
$3.32M -$156K -1,200 -4%
CGH
323
Crossmark Global Holdings
Texas
$3.27M +$696K +5,350 +27%
GIM
324
Goelzer Investment Management
Indiana
$3.26M -$709K -5,449 -18%
TRSOTSOK
325
Teachers Retirement System of the State of Kentucky
Kentucky
$3.25M

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.