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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$717M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
3
Swedbank
Swedbank
Sweden
+$160M
4
BlackRock
BlackRock
New York
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$90.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$791M
2
BC
Brookfield Corp
Ontario, Canada
-$226M
3
Morgan Stanley
Morgan Stanley
New York
-$215M
4
Principal Financial Group
Principal Financial Group
Iowa
-$190M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
451
Moloney Securities Asset Management
Missouri
$827K +$34.3K +204 +4%
SIM
452
Sentry Investment Management
Wisconsin
$822K -$2.66M -15,858 -76%
PA
453
Probity Advisors
Texas
$819K +$3.86K +23 +0.5%
OAMU
454
Ostrum Asset Management US
New York
$817K +$817K +4,865 New
LWCFA
455
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$798K – – –
OC
456
Oppenheimer & Co
New York
$794K +$55.3K +329 +7%
AL
457
AJO LP
Pennsylvania
$793K – – –
HVIA
458
Hudson Valley Investment Advisors
New York
$791K +$791K +4,708 New
TCOV
459
Trust Company of Vermont
Vermont
$790K +$102K +607 +15%
AIS
460
American Investment Services
Massachusetts
$788K -$226K -1,345 -22%
SFS
461
Sowell Financial Services
Arkansas
$787K +$9.41K +56 +1%
IRF
462
IBM Retirement Fund
New York
$785K -$62.8K -374 -7%
SGA
463
Strategic Global Advisors
California
$781K -$100K -597 -11%
IB
464
Intrust Bank
Kansas
$759K +$33.3K +198 +5%
MCWS
465
McKinley Carter Wealth Services
West Virginia
$746K +$229K +1,366 +44%
FNBOO
466
First National Bank of Omaha
Nebraska
$743K +$21.9K +130 +3%
RA
467
Rational Advisors
New York
$740K +$720K +4,285 +3,541%
TG
468
TLP Group
Illinois
$730K – – –
1WA
469
180 Wealth Advisors
Washington
$724K -$29.2K -165 -4%
MML Investors Services
470
MML Investors Services
Massachusetts
$718K -$71.6K -426 -9%
HCMT
471
Highland Capital Management (Tennessee)
Tennessee
$705K +$94.9K +565 +16%
LCM
472
Landscape Capital Management
New Jersey
$701K +$29.6K +176 +4%
SBIA
473
Sheaff Brock Investment Advisors
Indiana
$698K +$125K +742 +22%
ECM
474
Everence Capital Management
Indiana
$688K – – –
Cambridge Investment Research Advisors
475
Cambridge Investment Research Advisors
Iowa
$685K +$25.7K +153 +4%
17 18
19
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