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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
CSS
401
Cubist Systematic Strategies
Connecticut
$1.6M -$557K -4,279 -26%
AAM
402
Arabesque Asset Management
United Kingdom
$1.58M +$1.58M +12,139 New
FHB
403
First Hawaiian Bank
Hawaii
$1.57M +$38.3K +294 +2%
PAM
404
Peak Asset Management
Colorado
$1.57M +$15.1K +116 +1%
RCIM
405
Red Cedar Investment Management
Michigan
$1.53M +$407K +3,125 +36%
GAM
406
Gotham Asset Management
New York
$1.44M -$121K -929 -8%
WAM
407
World Asset Management
Michigan
$1.41M -$118K -908 -8%
KLCM
408
KG&L Capital Management
Louisiana
$1.4M +$65.1K +500 +5%
AHC
409
Adell Harriman & Carpenter
Texas
$1.4M +$180K +1,380 +15%
OTPPB
410
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.39M +$1.39M +10,693 New
MYAM
411
Meiji Yasuda Asset Management
Japan
$1.35M +$15.6K +120 +1%
FHA
412
Flagship Harbor Advisors
Massachusetts
$1.35M
ANI
413
American National Insurance
Texas
$1.33M
VFA
414
Valeo Financial Advisors
Indiana
$1.33M +$338K +2,600 +34%
Squarepoint
415
Squarepoint
New York
$1.33M -$12.7M -97,619 -91%
CI
416
Cigna Investments
Connecticut
$1.31M -$13K -100 -1%
PFO
417
Pathstone Family Office
New Jersey
$1.31M +$125K +958 +11%
LNC
418
Lincoln National Corp
Pennsylvania
$1.3M +$143K +1,097 +12%
CAN
419
Claraphi Advisory Network
United States
$1.3M +$29.2K +224 +2%
IC
420
Intersect Capital
California
$1.29M +$517K +3,972 +66%
LWAM
421
Legacy Wealth Asset Management
Minnesota
$1.29M -$86.2K -662 -6%
MAM
422
Mark Asset Management
New York
$1.28M +$2.6K +20 +0.2%
BRWA
423
B. Riley Wealth Advisors
Florida
$1.28M -$130K -1,000 -9%
SW
424
SVB Wealth
Massachusetts
$1.26M +$326K +2,502 +35%
FT
425
Fiduciary Trust
Massachusetts
$1.26M -$77K -592 -6%

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.