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Simon Property Group
SPG

Overview Fund Activity

672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+74
Holders Change %
+12.37%
% of All Funds
17.93%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.28%
New
107
Increased
246
Reduced
213
Closed
23
Calls
$409M
Puts
$442M
Net Calls
-$33.4M
Net Calls Change
-$188M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$1.35B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.44B
3
BIT
BlackRock Institutional Trust
California
$2.35B
4
State Street
State Street
Massachusetts
$2.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$874M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.49B
2
Deutsche Bank
Deutsche Bank
Germany
$693M
3
Invesco
Invesco
Georgia
$2.08B
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.14B
5
Norges Bank
Norges Bank
Norway
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFS
451
Essex Financial Services
Connecticut
$676K -$14.6K -80 -2%
M
452
MOTCO
Texas
$674K -$8.2K -45 -1%
HF
453
HRT Financial
New York
$673K +$673K +3,698 New
MFS
454
MSI Financial Services
Massachusetts
$672K +$35K +192 +5%
WKWM
455
Walter & Keenan Wealth Management
Indiana
$661K – – –
DADC
456
D.A. Davidson & Co
Montana
$655K +$50.1K +276 +8%
NAMA
457
Nikko Asset Management Americas
New York
$649K +$334K +1,800 +106%
MCM
458
Murphy Capital Management
New Jersey
$643K – – –
HighTower Advisors
459
HighTower Advisors
Illinois
$633K +$117K +642 +23%
LTFS
460
Ladenburg Thalmann Financial Services
Florida
$631K +$239K +1,299 +61%
SFT
461
Simmons First Trust
Arkansas
$627K +$297K +1,629 +90%
RIM
462
RS Investment Management
California
$623K +$623K +3,420 New
RNS
463
Robert N. Shapiro
$620K – – –
BUB
464
BBVA USA Bancshares
Texas
$591K +$49.9K +274 +9%
TBA
465
Tower Bridge Advisors
Pennsylvania
$591K – – –
SWM
466
Segment Wealth Management
Texas
$587K -$7.29K -40 -1%
WSCM
467
Wellington Shields Capital Management
New York
$585K -$182K -1,000 -24%
NIMI
468
Natixis Investment Managers International
France
$585K +$585K +3,211 New
CIC
469
Carnegie Investment Counsel
Ohio
$581K +$3.11K +16 +0.5%
LPT
470
Legacy Private Trust
Wisconsin
$579K – – –
POA
471
Pergamon Offshore Advisors
New York
$567K +$567K +3,115 New
CK
472
Cohen Klingenstein
New York
$565K – – –
Envestnet Asset Management
473
Envestnet Asset Management
Illinois
$553K -$137K -751 -20%
OA
474
OFI Advisors
Pennsylvania
$538K -$40.1K -220 -7%
MA
475
MUFG Americas
New York
$533K – – –
17 18
19
20 21