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Simon Property Group
SPG

Overview Fund Activity

664 hedge funds and large institutions have $54.9B invested in Simon Property Group in 2015 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 244 increasing their positions, 231 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
664
Holders Change
+18
Holders Change %
+2.79%
% of All Funds
18.56%
Holding in Top 10
46
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+9.52%
% of All Funds
1.29%
New
62
Increased
244
Reduced
231
Closed
42
Calls
$208M
Puts
$314M
Net Calls
-$106M
Net Calls Change
-$46M

Top Buyers

1
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$175M
2
Bank of America
Bank of America
North Carolina
+$156M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$141M
4
Cohen & Steers
Cohen & Steers
New York
+$140M
5
BC
Brookfield Corp
Ontario, Canada
+$111M

Top Sellers

1
State Street
State Street
Massachusetts
-$110M
2
Barclays
Barclays
United Kingdom
-$104M
3
LIMS
Lasalle Investment Management Securities
Maryland
-$89.1M
4
Norges Bank
Norges Bank
Norway
-$79.5M
5
Deutsche Bank
Deutsche Bank
Germany
-$75.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
SACTSONJ
426
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$845K – – –
Brown Advisory
427
Brown Advisory
Maryland
$835K +$318K +1,729 +61%
CF
428
CenterStar Fund
Illinois
$828K – – –
GLAM
429
Gardner Lewis Asset Management
Pennsylvania
$823K +$823K +4,480 New
FA
430
FDx Advisors
Illinois
$811K -$51.4K -280 -6%
FWIA
431
Fort Washington Investment Advisors
Ohio
$808K +$808K +4,400 New
ARMT
432
Amica Retiree Medical Trust
Rhode Island
$796K -$192K -1,043 -19%
MCM
433
Manchester Capital Management
Vermont
$796K -$761K – –
DCM
434
Decade Capital Management
New York
$789K -$3.52M -19,174 -82%
Mackenzie Financial
435
Mackenzie Financial
Ontario, Canada
$787K – – –
Truist Financial
436
Truist Financial
North Carolina
$779K -$106K -578 -12%
AP
437
Advisor Partners
California
$777K -$45K -245 -5%
RIM
438
RS Investment Management
California
$760K +$259K +1,407 +52%
QT
439
Quantbot Technologies
New York
$760K +$760K +4,137 New
HK
440
Horizon Kinetics
New York
$759K -$259K -1,409 -25%
CL
441
CSS LLC
Illinois
$756K – – –
LPC
442
Loeb Partners Corp
New York
$753K – – –
FNBT
443
FineMark National Bank & Trust
Florida
$752K +$301K +1,641 +67%
SFFS
444
Stonehage Fleming Financial Services
Jersey
$737K +$48.9K +266 +7%
PNC
445
Park National Corp
Ohio
$734K -$40.4K -220 -5%
LNWWM
446
Laird Norton Wetherby Wealth Management
California
$726K -$23.3K -127 -3%
DADC
447
D.A. Davidson & Co
Montana
$718K -$54.1K -295 -7%
GIM
448
Grassi Investment Management
California
$702K – – –
EFS
449
Essex Financial Services
Connecticut
$699K +$17.4K +95 +3%
FTC
450
Farmers Trust Company
Ohio
$698K -$4.59K -25 -0.7%
16 17
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