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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 221 increasing their positions, 248 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+37
Holders Change %
+5.67%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.86%
New
103
Increased
221
Reduced
248
Closed
60
Calls
$348M
Puts
$595M
Net Calls
-$247M
Net Calls Change
+$44.4M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$591M
2
Capital World Investors
Capital World Investors
California
+$206M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$203M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$115M
5
AAMU
Amundi Asset Management US
Massachusetts
+$84.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$236M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$216M
3
Invesco
Invesco
Georgia
-$194M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$175M
5
Goldman Sachs
Goldman Sachs
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
426
Grassi Investment Management
California
$686K – – –
KLI
427
Kelman-Lazarov Inc
Tennessee
$670K – – –
OFS
428
Orrstown Financial Services
Pennsylvania
$668K +$32.6K +190 +5%
ZCA
429
Zeke Capital Advisors
Pennsylvania
$665K -$210K -1,220 -24%
MML Investors Services
430
MML Investors Services
Massachusetts
$664K -$24.2K -141 -4%
CRC
431
Curi RMB Capital
Illinois
$656K – – –
RIM
432
Rampart Investment Management
Connecticut
$655K -$84.4K -491 -11%
FWCM
433
Ferguson Wellman Capital Management
Oregon
$651K -$46.7K -272 -7%
RC
434
Roundview Capital
New Jersey
$643K +$643K +3,742 New
Mackenzie Financial
435
Mackenzie Financial
Ontario, Canada
$643K +$643K +3,744 New
OC
436
Oppenheimer & Co
New York
$640K +$155K +901 +32%
WA
437
Wasatch Advisors
Utah
$633K +$155K +900 +32%
Northwestern Mutual Wealth Management
438
Northwestern Mutual Wealth Management
Wisconsin
$630K +$366K +2,132 +139%
HAM
439
Highstreet Asset Management
Ontario, Canada
$624K +$278K +1,620 +80%
WKWM
440
Walter & Keenan Wealth Management
Indiana
$623K – – –
CTC
441
Central Trust Company
Missouri
$622K -$281K -1,636 -31%
CBB
442
Citizens Business Bank
California
$618K – – –
LOAME
443
Lombard Odier Asset Management (Europe)
United Kingdom
$608K -$32.1K -187 -5%
TMAM
444
Tokio Marine Asset Management
Japan
$604K -$147K -854 -20%
RCA
445
Rowland Carmichael Advisors
Arizona
$601K -$155K -900 -20%
TBA
446
Tower Bridge Advisors
Pennsylvania
$592K – – –
TCM
447
Twin Capital Management
Pennsylvania
$587K – – –
PA
448
Probity Advisors
Texas
$586K +$361K +2,102 +160%
CA
449
Cynosure Advisors
Utah
$586K +$586K +3,410 New
CIC
450
Carnegie Investment Counsel
Ohio
$585K – – –
16 17
18
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