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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
IWA
376
IBEX Wealth Advisors
New Jersey
$1.96M +$228K +1,751 +13%
LMIM
377
Lockheed Martin Investment Management
Maryland
$1.95M
FDCDDQ
378
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.94M +$121K +926 +7%
EOJOAM
379
E. Ohman J:or Asset Management
Sweden
$1.92M
AF
380
Alerus Financial
North Dakota
$1.91M -$65.3K -502 -3%
Nomura Holdings
381
Nomura Holdings
Japan
$1.88M +$1.36M +10,472 +288%
CG
382
Cutler Group
California
$1.86M -$439K -3,375 -19%
SCA
383
Snowden Capital Advisors
New York
$1.85M -$44.3K -340 -2%
CA
384
Cetera Advisors
Colorado
$1.8M +$307K +2,355 +20%
MML Investors Services
385
MML Investors Services
Massachusetts
$1.8M +$242K +1,857 +15%
BCV
386
Banque Cantonale Vaudoise
Switzerland
$1.76M -$140K -1,075 -7%
IWP
387
Icon Wealth Partners
Texas
$1.74M +$738K +5,671 +74%
EP
388
Edgestream Partners
New Jersey
$1.73M +$1.73M +13,319 New
FA
389
FMA Advisory
Pennsylvania
$1.73M -$132K -1,018 -7%
MIH
390
Meitav Investment House
Israel
$1.72M -$13.4M -102,974 -89%
JAM
391
Jupiter Asset Management
United Kingdom
$1.71M +$1.42M +10,906 +477%
EAM
392
Eagle Asset Management
Florida
$1.69M +$8.33K +64 +0.5%
EI
393
Ethic Inc
New York
$1.69M +$338K +2,596 +25%
AFM
394
Anson Funds Management
Texas
$1.68M -$651K -5,000 -28%
TRCT
395
Tower Research Capital (TRC)
New York
$1.67M -$3.43M -26,363 -67%
BMSSC
396
B. Metzler seel. Sohn & Co
Germany
$1.66M +$413K +3,170 +33%
AAIM
397
American Assets Investment Management
California
$1.65M
CRWM
398
Castle Rock Wealth Management
California
$1.65M +$1.28M +9,838 New
BCM
399
Brookstone Capital Management
Illinois
$1.64M +$197K +1,511 +14%
PS
400
Presima Securities
Quebec, Canada
$1.6M +$1.2M +9,200 +297%

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.