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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
Principal Financial Group
26
Principal Financial Group
Iowa
$237M -$2.39M -18,326 -1%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$235M -$14.4M -110,315 -6%
T. Rowe Price Associates
28
T. Rowe Price Associates
Maryland
$226M +$34.2M +263,044 +18%
Russell Investments Group
29
Russell Investments Group
United Kingdom
$213M -$11.1M -85,656 -5%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$213M +$37.3M +286,205 +22%
Bank of America
31
Bank of America
North Carolina
$190M +$32.1M +246,939 +20%
Prudential Financial
32
Prudential Financial
New Jersey
$189M +$26.7M +204,960 +17%
PPA
33
Parametric Portfolio Associates
Washington
$186M -$14.2M -109,272 -7%
Swiss National Bank
34
Swiss National Bank
Switzerland
$169M -$5.25M -40,300 -3%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$160M +$38.4M +295,092 +31%
BC
36
Brookfield Corp
Ontario, Canada
$159M +$16.7M +128,072 +12%
AllianceBernstein
37
AllianceBernstein
Tennessee
$155M -$312K -2,397 -0.2%
SOMRS
38
State of Michigan Retirement System
Michigan
$154M -$65.1M -500,100 -30%
DPIM
39
Duff & Phelps Investment Management
Illinois
$151M +$35.3M +271,500 +31%
Massachusetts Financial Services
40
Massachusetts Financial Services
Massachusetts
$145M +$27.8M +213,594 +24%
SCM
41
Smead Capital Management
Arizona
$141M +$20.9M +160,499 +17%
APG Asset Management
42
APG Asset Management
Netherlands
$140M -$73.2M -562,747 -31%
Wells Fargo
43
Wells Fargo
California
$140M +$14.5M +111,483 +12%
CS
44
Credit Suisse
Switzerland
$136M -$49.1M -377,201 -27%
Capital World Investors
45
Capital World Investors
California
$130M
Parnassus Investments
46
Parnassus Investments
California
$119M
American Century Companies
47
American Century Companies
Missouri
$113M -$29.6M -227,636 -21%
FAM
48
Fred Alger Management
New York
$113M -$25.2M -193,664 -18%
Bessemer Group
49
Bessemer Group
New Jersey
$110M +$830K +6,377 +0.8%
Canada Pension Plan Investment Board
50
Canada Pension Plan Investment Board
Ontario, Canada
$109M +$51.3M +394,490 +89%

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.