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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
Lazard Asset Management
326
Lazard Asset Management
New York
$3.22M -$497K -3,818 -13%
RAM
327
Redmond Asset Management
Virginia
$3.17M +$21.7K +167 +0.7%
BPC
328
Banque Pictet & Cie
Switzerland
$3.07M
TBA
329
Tower Bridge Advisors
Pennsylvania
$3.07M +$22.1K +170 +0.7%
WSCM
330
Wellington Shields Capital Management
New York
$3.04M +$130 +1 +0%
TI
331
Truehand Inc
New Hampshire
$3.04M
Group One Trading
332
Group One Trading
Illinois
$3.03M +$3.04M +23,322 New
EMPI
333
Elo Mutual Pension Insurance
Finland
$3M
HNB
334
Huntington National Bank
Ohio
$2.96M +$389K +2,986 +15%
Lido Advisors
335
Lido Advisors
California
$2.95M -$343K -2,635 -10%
AC
336
Allstate Corporation
Illinois
$2.93M +$1.03M +7,948 +54%
TAF
337
Tredje AP-fonden
Sweden
$2.92M
TC
338
Truvestments Capital
Florida
$2.91M +$44.8K +344 +2%
WMSA
339
Weiss Multi-Strategy Advisers
New York
$2.91M -$111K -856 -4%
DF
340
Donoghue Forlines
Massachusetts
$2.9M +$2.91M +22,349 New
PI
341
Putnam Investments
Massachusetts
$2.87M -$173K -1,326 -6%
CWM
342
Concentric Wealth Management
California
$2.86M +$220K +1,691 +8%
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$2.79M -$52.1K -400 -2%
Pacer Advisors
344
Pacer Advisors
Pennsylvania
$2.77M +$537K +4,128 +24%
SPIA
345
Steward Partners Investment Advisory
New York
$2.73M +$953K +7,326 +54%
MCC
346
Malaga Cove Capital
California
$2.67M -$651 -5 -0%
LSERS
347
Louisiana State Employees Retirement System
Louisiana
$2.66M
CS
348
Candriam SCA
Luxembourg
$2.61M -$521 -4 -0%
WTC
349
WhitTier Trust Company
Nevada
$2.52M +$98.4K +756 +4%
JIP
350
Jaffetilchin Investment Partners
Florida
$2.5M -$1.62M -12,448 -39%

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.