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Simon Property Group
SPG

Overview Fund Activity

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.9%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$249M
2
Barclays
Barclays
United Kingdom
+$128M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$123M
4
EVM
Eaton Vance Management
Massachusetts
+$105M
5
SAMC
Shinko Asset Management Company
Japan
+$82.7M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$196M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$112M
3
JHIU
Janus Henderson Investors US
Colorado
-$87.1M
4
Bank of America
Bank of America
North Carolina
-$73.5M
5
SCRM
Security Capital Research & Management
Illinois
-$65.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
401
Intact Investment Management
Quebec, Canada
$700K – – –
SACTSONJ
402
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$700K – – –
RJT
403
Raymond James Trust
Florida
$699K +$19.2K +134 +3%
SAM
404
Symphony Asset Management
California
$691K -$2.38M -16,617 -77%
FM
405
Foster & Motley
Ohio
$683K -$301K -2,101 -31%
GIM
406
Grassi Investment Management
California
$673K +$60.9K +425 +10%
GA
407
Geneva Advisors
Illinois
$666K -$31.5K -220 -5%
Creative Planning
408
Creative Planning
Kansas
$652K -$6.3K -44 -1%
Bank of Nova Scotia
409
Bank of Nova Scotia
Ontario, Canada
$651K +$56.1K +392 +9%
WSCM
410
Wellington Shields Capital Management
New York
$641K – – –
SMG
411
Spectrum Management Group
Indiana
$637K +$637K +4,452 New
LNWWM
412
Laird Norton Wetherby Wealth Management
California
$630K -$48.7K -340 -7%
CC
413
Curian Capital
Colorado
$629K -$114K -797 -15%
LPC
414
Loeb Partners Corp
New York
$624K +$152K +1,063 +32%
RNS
415
Robert N. Shapiro
$613K -$1.43K -10 -0.2%
EFS
416
Essex Financial Services
Connecticut
$600K -$121K -846 -17%
LPL Financial
417
LPL Financial
California
$581K +$15.3K +107 +3%
VAM
418
Visium Asset Management
New York
$578K +$179K +1,251 +45%
UCFA
419
United Capital Financial Advisors
Texas
$560K +$560K +3,910 New
OC
420
Oppenheimer & Co
New York
$558K +$47.7K +334 +9%
LSA
421
L & S Advisors
California
$543K +$306K +2,136 +129%
MCM
422
Murphy Capital Management
New Jersey
$538K – – –
AP
423
Advisor Partners
California
$538K +$25.3K +177 +5%
DBG
424
De Burlo Group
Massachusetts
$531K – – –
BOH
425
Bank of Hawaii
Hawaii
$528K -$359K -2,512 -40%
15 16
17
18 19