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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
BSG
351
Black Swift Group
Colorado
$2.46M -$272K -2,090 -10%
Qube Research & Technologies (QRT)
352
Qube Research & Technologies (QRT)
United Kingdom
$2.45M +$2.45M +18,819 New
Acadian Asset Management
353
Acadian Asset Management
Massachusetts
$2.43M +$1.59M +12,253 +189%
LSAG
354
Lake Street Advisors Group
New Hampshire
$2.43M +$2.16M +16,570 +788%
KRS
355
Kentucky Retirement Systems
Kentucky
$2.4M -$83.9K -645 -3%
AIM
356
AMI Investment Management
Indiana
$2.37M -$153K -1,179 -6%
GVAG
357
Great Valley Advisor Group
Delaware
$2.35M +$80.6K +619 +4%
Mariner
358
Mariner
Kansas
$2.32M +$215K +1,654 +10%
CG
359
Castellan Group
Kentucky
$2.29M +$2.3M +17,650 New
GIM
360
Grassi Investment Management
California
$2.27M +$1.19M +9,177 +110%
RFA
361
Reilly Financial Advisors
California
$2.27M -$33.3K -256 -1%
AWCI
362
Alpine Woods Capital Investors
New York
$2.25M -$12K -92 -0.5%
SIA
363
Soltis Investment Advisors
Utah
$2.25M -$270K -2,077 -11%
NMIMC
364
Northwestern Mutual Investment Management Company
Wisconsin
$2.23M +$287K +2,206 +15%
SBIA
365
Sheaff Brock Investment Advisors
Indiana
$2.18M +$57.4K +441 +3%
Fuller & Thaler Asset Management
366
Fuller & Thaler Asset Management
California
$2.17M +$508K +3,900 +30%
PFC
367
Phocas Financial Corp
California
$2.16M +$17.8K +137 +0.8%
CB
368
Commerce Bank
Missouri
$2.16M +$418K +3,208 +24%
Cetera Investment Advisers
369
Cetera Investment Advisers
Illinois
$2.14M +$309K +2,375 +17%
TFA
370
Teamwork Financial Advisors
Texas
$2.13M -$391K -3,003 -16%
FMN
371
Financial Management Network
California
$2.11M -$166K -1,275 -7%
PI
372
PineBridge Investments
New York
$2.06M -$8.24M -63,272 -80%
AFWM
373
AMJ Financial Wealth Management
Virginia
$2.04M +$2.04M +15,662 New
GLA
374
Great Lakes Advisors
Illinois
$2.01M -$1.04K -8 -0.1%
HT
375
HAP Trading
New York
$1.96M -$83.9M -644,307 -98%

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.