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Simon Property Group

915 hedge funds and large institutions have $37.2B invested in Simon Property Group in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

23% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 301

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 905915 (+10)

0.34% less ownership

Funds ownership: 87.65%87.3% (-0.34%)

0% less capital invested

Capital invested by funds: $37.4B → $37.2B (-$161M)

30% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.16B

Holders
915
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
16.02%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.44%
New
98
Increased
371
Reduced
301
Closed
77
Calls
$810M
Puts
$1.16B
Net Calls
-$355M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BHB
451
Bank Hapoalim BM
Israel
$969K +$6.77K +52 +0.7%
GIA
452
Gladstone Institutional Advisory
Florida
$967K -$58.4K -449 -6%
PGIM
453
Pacific Global Investment Management
California
$966K +$70.8K +544 +8%
FFWM
454
Future Financial Wealth Management
Ohio
$960K
ASN
455
Advisory Services Network
Georgia
$949K -$8.2K -63 -0.9%
SLI
456
Sumitomo Life Insurance
Japan
$945K -$59.5K -457 -6%
Bank Julius Baer & Co
457
Bank Julius Baer & Co
Switzerland
$937K +$11.2K +86 +1%
SI
458
Stephens Inc
Arkansas
$927K -$115K -884 -11%
SICM
459
Sustainable Insight Capital Management
New York
$920K -$144K -1,105 -14%
ACM
460
AlphaCrest Capital Management
New York
$918K -$150K -1,151 -14%
JSL
461
JT Stratford LLC
Georgia
$914K -$713K -5,480 -44%
AWA
462
Aaron Wealth Advisors
Illinois
$913K +$9.76K +75 +1%
GFA
463
Gifford Fong Associates
California
$910K
FTDI
464
First Trust Direct Indexing
Massachusetts
$903K +$1.43K +11 +0.2%
GCAC
465
Guardian Capital Advisors (Canada)
Ontario, Canada
$872K +$78.1K +600 +10%
GT
466
Greenleaf Trust
Michigan
$865K +$21.6K +166 +3%
SG Americas Securities
467
SG Americas Securities
New York
$860K -$21M -161,056 -96%
LNWWM
468
Laird Norton Wetherby Wealth Management
California
$859K -$2.21K -17 -0.3%
CAM
469
Cresset Asset Management
Illinois
$859K +$103K +791 +14%
D.E. Shaw & Co
470
D.E. Shaw & Co
New York
$858K +$859K +6,600 New
BS
471
Boenning & Scattergood
Pennsylvania
$851K -$26.9K -207 -3%
CCP
472
Corient Capital Partners
California
$840K -$55.7K -428 -6%
HFM
473
Harvest Fund Management
China
$837K -$151K -1,163 -15%
Boston Partners
474
Boston Partners
Massachusetts
$834K -$120K -925 -13%
LWCFA
475
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$824K -$4.68K -36 -0.6%

SPG Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2021, worth a combined $37.2B — down 0.43% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SPG positions and 77 closed out — a net gain of 21 holders — while 371 added to existing stakes and 301 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was PGGM Investments, cutting an estimated $177M.

  • 915 institutional investors held Simon Property Group (SPG) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $37.2B of Simon Property Group stock for Q3 2021, down 0.43% quarter-over-quarter.
  • 98 funds opened new Simon Property Group positions in Q3 2021 and 77 closed out, a net change of +21 holders.
  • The largest Simon Property Group buyer in Q3 2021 was Cohen & Steers, an estimated $162M added.
  • The largest Simon Property Group seller in Q3 2021 was PGGM Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.