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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 %
FNBT
451
FineMark National Bank & Trust
Florida
$875K – – –
RCA
452
Rowland Carmichael Advisors
Arizona
$868K +$868K +4,000 New
GIM
453
Grassi Investment Management
California
$867K – – –
PNC
454
Park National Corp
Ohio
$856K +$3.47K +16 +0.4%
GEM
455
Global Endowment Management
North Carolina
$837K – – –
William Blair & Company
456
William Blair & Company
Illinois
$835K +$87K +401 +12%
FTC
457
Farmers Trust Company
Ohio
$826K -$24.5K -113 -3%
EFS
458
Essex Financial Services
Connecticut
$818K +$36.9K +170 +5%
CT
459
Cambridge Trust
Massachusetts
$816K +$816K +3,760 New
SFFS
460
Stonehage Fleming Financial Services
Jersey
$801K – – –
GA
461
Geneva Advisors
Illinois
$771K -$47.1K -217 -6%
SC
462
Savant Capital
Illinois
$767K +$767K +3,534 New
Handelsbanken Fonder
463
Handelsbanken Fonder
Sweden
$758K – – –
HCMT
464
Highland Capital Management (Tennessee)
Tennessee
$749K +$749K +3,452 New
WKWM
465
Walter & Keenan Wealth Management
Indiana
$736K -$50.9K -235 -6%
CCM
466
CrestPoint Capital Management
Missouri
$716K -$21.7K -100 -3%
FCBT
467
First Citizens Bank & Trust
North Carolina
$715K -$26K -120 -4%
WSCM
468
Wellington Shields Capital Management
New York
$696K – – –
M
469
MOTCO
Texas
$677K -$94.1K -434 -12%
ARMT
470
Amica Retiree Medical Trust
Rhode Island
$675K – – –
CK
471
Cohen Klingenstein
New York
$672K – – –
CA
472
Cetera Advisors
Colorado
$672K +$378K +1,723 +128%
TBA
473
Tower Bridge Advisors
Pennsylvania
$660K – – –
MCM
474
Murphy Capital Management
New Jersey
$658K – – –
PAG
475
Private Advisor Group
New Jersey
$655K +$655K +3,010 New
17 18
19
20 21