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Simon Property Group
SPG

Overview Fund Activity

733 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
16.78%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.8%
New
67
Increased
250
Reduced
292
Closed
41
Calls
$255M
Puts
$407M
Net Calls
-$153M
Net Calls Change
-$90.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$425M
2
Bank of America
Bank of America
North Carolina
+$180M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$124M
5
State Street
State Street
Massachusetts
+$124M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$262M
2
Morgan Stanley
Morgan Stanley
New York
-$137M
3
Invesco
Invesco
Georgia
-$129M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
BC
Brookfield Corp
Ontario, Canada
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
IB
451
Intrust Bank
Kansas
$763K +$80.9K +458 +12%
FNBOO
452
First National Bank of Omaha
Nebraska
$758K -$17.7K -100 -2%
1WA
453
180 Wealth Advisors
Washington
$753K +$201K +1,135 +36%
Brown Advisory
454
Brown Advisory
Maryland
$743K +$14.3K +81 +2%
TCOV
455
Trust Company of Vermont
Vermont
$725K – – –
ECM
456
Everence Capital Management
Indiana
$723K – – –
GIM
457
Grassi Investment Management
California
$718K – – –
Qube Research & Technologies (QRT)
458
Qube Research & Technologies (QRT)
United Kingdom
$713K -$752K -4,256 -51%
PI
459
PHH Investments
Texas
$713K -$702K – –
LPC
460
Loeb Partners Corp
New York
$708K -$354K -2,000 -33%
EC
461
EJF Capital
Virginia
$707K -$177K -1,000 -20%
GHAM
462
Gilman Hill Asset Management
Connecticut
$706K +$36.8K +208 +5%
LCM
463
Landscape Capital Management
New Jersey
$706K +$706K +3,995 New
HCM
464
HGI Capital Management
New York
$705K +$705K +3,986 New
Cambridge Investment Research Advisors
465
Cambridge Investment Research Advisors
Iowa
$694K -$43.5K -246 -6%
LNWWM
466
Laird Norton Wetherby Wealth Management
California
$690K +$65.7K +372 +11%
LOAMS
467
Lombard Odier Asset Management (Switzerland)
Switzerland
$679K +$384K +2,173 +130%
AWCI
468
Alpine Woods Capital Investors
New York
$659K +$17.7K +100 +3%
RCA
469
Rowland Carmichael Advisors
Arizona
$654K +$17.7K +100 +3%
AWM
470
AE Wealth Management
Kansas
$643K +$643K +3,638 New
HCMT
471
Highland Capital Management (Tennessee)
Tennessee
$642K +$6.54K +37 +1%
QAM
472
Quantres Asset Management
Cayman Islands
$636K +$636K +3,600 New
LIC
473
Lodestar Investment Counsel
Illinois
$635K – – –
OFS
474
Orrstown Financial Services
Pennsylvania
$631K -$27.2K -154 -4%
HW
475
Hancock Whitney
Mississippi
$627K +$627K +3,546 New
17 18
19
20 21