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Simon Property Group

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 34

7% more funds holding in top 10

Funds holding in top 10: 4346 (+3)

5% more capital invested

Capital invested by funds: $44.8B → $47.2B (+$2.4B)

4% more funds holding

Funds holding: 560582 (+22)

2.7% more ownership

Funds ownership: 103.65%106.35% (+2.7%)

8% more call options, than puts

Call options by funds: $313M | Put options by funds: $289M

18% less repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 237

Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.89%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
451
WBH Advisory
Maryland
$402K
PGFC
452
Peapack-Gladstone Financial Corp
New Jersey
$400K -$22.5K -156 -5%
GA
453
Glenhill Advisors
New York
$399K +$401K +2,786 New
CWM
454
Cabot Wealth Management
Massachusetts
$397K -$6.77K -47 -2%
TTWM
455
TCV Trust & Wealth Management
Virginia
$393K
CLOS
456
Compagnie Lombard Odier SCmA
Switzerland
$392K +$394K +2,736 New
SC
457
Savant Capital
Illinois
$389K -$1.87K -13 -0.5%
MHIC
458
Marble Harbor Investment Counsel
Massachusetts
$386K +$28.4K +197 +8%
GIS
459
Guardian Investor Services
New York
$379K
RIL
460
Rothschild Investment LLC
Illinois
$378K +$381K +2,642 New
FNBT
461
FineMark National Bank & Trust
Florida
$376K -$153K -1,059 -29%
LCM
462
Logan Capital Management
Pennsylvania
$368K
HFS
463
HL Financial Services
Kentucky
$360K -$14.1K -98 -4%
Envestnet Asset Management
464
Envestnet Asset Management
Illinois
$342K +$3.46K +24 +1%
CC
465
Capital Counsel
New York
$341K
BIC
466
Bridges Investment Counsel
Nebraska
$339K -$1.58K -11 -0.5%
AF
467
Arrow Financial
New York
$335K -$320K -2,222 -49%
TF
468
Tompkins Financial
New York
$332K
SCM
469
Shelton Capital Management
Colorado
$331K
CIA
470
Choate Investment Advisors
Massachusetts
$323K
TWI
471
Thomas White International
Illinois
$320K
Verition Fund Management
472
Verition Fund Management
Connecticut
$313K -$98.8K -686 -24%
Mariner
473
Mariner
Kansas
$306K +$308K +2,138 New
EC
474
EJF Capital
Virginia
$304K +$306K +2,126 New
CC
475
Courier Capital
New York
$297K -$52K -361 -15%