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Simon Property Group
SPG

Overview Fund Activity

695 hedge funds and large institutions have $67.6B invested in Simon Property Group in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 272 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+25
Holders Change %
+3.73%
% of All Funds
18.57%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.23%
New
67
Increased
272
Reduced
218
Closed
34
Calls
$221M
Puts
$347M
Net Calls
-$126M
Net Calls Change
-$32.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$480M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$230M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$200M
5
Macquarie Group
Macquarie Group
Australia
+$131M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.4B
2
Invesco
Invesco
Georgia
-$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$103M
4
BC
Brookfield Corp
Ontario, Canada
-$94.3M
5
TCIM
TIAA CREF Investment Management
New York
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
MNBTD
426
Moody National Bank Trust Division
Texas
$1.16M +$5.42K +25 +0.5%
Mackenzie Financial
427
Mackenzie Financial
Ontario, Canada
$1.15M +$117K +540 +11%
DADC
428
D.A. Davidson & Co
Montana
$1.14M +$255K +1,178 +29%
QI
429
Quotient Investors
New York
$1.14M -$8.68K -40 -0.8%
AJ
430
Ashburton (Jersey)
Jersey
$1.12M -$337K -1,554 -23%
BVDMP
431
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$1.11M – – –
CCA
432
Catalyst Capital Advisors
New York
$1.09M +$1.09M +5,000 New
WC
433
Whitnell & Co
Illinois
$1.08M +$3.04K +14 +0.3%
CONA
434
Capital One National Association
New York
$1.07M -$62K -286 -5%
TCOV
435
Trust Company of Vermont
Vermont
$1.06M -$20.8K -96 -2%
MFS
436
MSI Financial Services
Massachusetts
$1.05M -$75.3K -347 -7%
FAM
437
Foresters Asset Management
Ontario, Canada
$1.04M +$1.04M +4,800 New
Brown Advisory
438
Brown Advisory
Maryland
$1.04M +$71.4K +329 +7%
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.03M – – –
IB
440
Intrust Bank
Kansas
$1.02M +$476K +2,194 +88%
LOAME
441
Lombard Odier Asset Management (Europe)
United Kingdom
$1.02M +$1.02M +4,686 New
IIM
442
Intact Investment Management
Quebec, Canada
$998K – – –
LTFS
443
Ladenburg Thalmann Financial Services
Florida
$993K +$186K +859 +23%
MFIMFI
444
Mesirow Financial Investment Management - Fixed Income
Illinois
$989K -$517K -2,382 -34%
RIM
445
RS Investment Management
California
$988K +$249K +1,149 +34%
FA
446
FDx Advisors
Illinois
$974K +$65.5K +302 +7%
FNT
447
First National Trust
Pennsylvania
$953K +$260K +1,199 +37%
FAAS
448
First Allied Advisory Services
California
$943K +$140K +648 +17%
MCM
449
Manchester Capital Management
Vermont
$939K -$899K – –
LNWWM
450
Laird Norton Wetherby Wealth Management
California
$876K +$11.1K +51 +1%
16 17
18
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