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Simon Property Group
SPG

Overview Fund Activity

898 hedge funds and large institutions have $37.3B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 335 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+58
Holders Change %
+6.9%
% of All Funds
15.68%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.38%
New
131
Increased
335
Reduced
286
Closed
65
Calls
$684M
Puts
$1.05B
Net Calls
-$367M
Net Calls Change
-$34.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
Cohen & Steers
Cohen & Steers
New York
+$158M
3
Ameriprise
Ameriprise
Minnesota
+$141M
4
Parnassus Investments
Parnassus Investments
California
+$119M
5
CIM
Centersquare Investment Management
Pennsylvania
+$86.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$125M
5
Capital World Investors
Capital World Investors
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFM
451
Harvest Fund Management
China
$1M -$33.3K -253 -3%
VFA
452
Valeo Financial Advisors
Indiana
$994K +$10.3K +79 +1%
BHB
453
Bank Hapoalim BM
Israel
$966K +$101K +773 +12%
ASN
454
Advisory Services Network
Georgia
$961K +$578K +4,432 +151%
FFWM
455
Future Financial Wealth Management
Ohio
$960K +$391 +3 +0%
Boston Partners
456
Boston Partners
Massachusetts
$958K -$545K -4,180 -36%
SW
457
SVB Wealth
Massachusetts
$941K +$83.4K +639 +10%
TNBTD
458
Trustmark National Bank Trust Department
Mississippi
$936K +$146K +1,120 +18%
Bank Julius Baer & Co
459
Bank Julius Baer & Co
Switzerland
$929K -$114K -871 -11%
GSEP
460
Golden State Equity Partners
California
$917K +$20.3K +156 +2%
UFF
461
USA Financial Formulas
Michigan
$914K +$914K +7,003 New
GFA
462
Gifford Fong Associates
California
$913K – – –
Voloridge Investment Management
463
Voloridge Investment Management
Florida
$910K +$910K +6,974 New
AWA
464
Aaron Wealth Advisors
Illinois
$907K +$907K +6,952 New
FTDI
465
First Trust Direct Indexing
Massachusetts
$905K +$207K +1,585 +30%
CCP
466
Corient Capital Partners
California
$899K +$44.1K +338 +5%
PGIM
467
Pacific Global Investment Management
California
$899K +$118K +906 +15%
LP
468
LMR Partners
United Kingdom
$884K +$884K +6,772 New
BS
469
Boenning & Scattergood
Pennsylvania
$882K +$5.22K +40 +0.6%
Verition Fund Management
470
Verition Fund Management
Connecticut
$874K +$13K +100 +2%
BCM
471
BTC Capital Management
Iowa
$869K -$685K -5,246 -44%
ECM
472
Everence Capital Management
Indiana
$865K – – –
LNWWM
473
Laird Norton Wetherby Wealth Management
California
$864K +$145K +1,114 +20%
William Blair & Company
474
William Blair & Company
Illinois
$854K +$14.3K +110 +2%
V
475
Veritable
Delaware
$848K -$1.29M -9,905 -60%
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