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Simon Property Group
SPG

Overview Fund Activity

599 hedge funds and large institutions have $50.8B invested in Simon Property Group in 2014 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 122 increasing their positions, 416 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
599
Holders Change
+21
Holders Change %
+3.63%
% of All Funds
17.23%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.32%
New
59
Increased
122
Reduced
416
Closed
33
Calls
$312M
Puts
$228M
Net Calls
+$84.1M
Net Calls Change
+$42.7M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$340M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$159M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$67.7M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$60.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$365M
2
Deutsche Bank
Deutsche Bank
Germany
-$270M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$221M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$182M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$161M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
CSS LLC
Illinois
$684K +$684K +4,115 New
AP
402
Advisor Partners
California
$677K -$2.83K -17 -0.4%
SFSIG
403
San Francisco Sentry Investment Group
California
$671K -$185K -1,115 -22%
Creative Planning
404
Creative Planning
Kansas
$671K -$48.9K -294 -7%
CIA
405
CCM Investment Advisers
South Carolina
$665K -$219K -1,315 -25%
PNC
406
Park National Corp
Ohio
$657K -$54.7K -329 -8%
OC
407
Oppenheimer & Co
New York
$654K -$29.3K -176 -4%
IPC
408
Independent Portfolio Consultants
Florida
$643K +$27.6K +166 +4%
EFS
409
Essex Financial Services
Connecticut
$630K -$39.7K -239 -6%
FM
410
Foster & Motley
Ohio
$608K -$114K -687 -16%
WKWM
411
Walter & Keenan Wealth Management
Indiana
$604K -$38.1K -229 -6%
DBG
412
De Burlo Group
Massachusetts
$589K -$28.1K -169 -5%
MCM
413
Murphy Capital Management
New Jersey
$587K -$37K -223 -6%
AF
414
Arrow Financial
New York
$572K +$70.8K +426 +14%
RNS
415
Robert N. Shapiro
$566K -$69.2K -416 -11%
HCM
416
Herndon Capital Management
Georgia
$565K +$565K +3,400 New
PRCM
417
Pine River Capital Management
Minnesota
$565K +$565K +3,400 New
M
418
MOTCO
Texas
$559K -$35.3K -212 -6%
DADC
419
D.A. Davidson & Co
Montana
$559K -$5.3K -32 -0.9%
NIMI
420
Natixis Investment Managers International
France
$553K +$553K +3,328 New
SWM
421
Segment Wealth Management
Texas
$543K -$27.1K -163 -5%
TBA
422
Tower Bridge Advisors
Pennsylvania
$540K -$33.9K -204 -6%
Envestnet Asset Management
423
Envestnet Asset Management
Illinois
$536K +$121K +727 +29%
LPT
424
Legacy Private Trust
Wisconsin
$528K +$528K +3,177 New
MCM
425
McKinley Capital Management
Alaska
$527K -$468K -2,815 -47%
15 16
17
18 19