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Simon Property Group
SPG

Overview Fund Activity

672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+74
Holders Change %
+12.37%
% of All Funds
17.93%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.28%
New
107
Increased
246
Reduced
213
Closed
23
Calls
$409M
Puts
$442M
Net Calls
-$33.4M
Net Calls Change
-$188M

Top Buyers

1
BFA
BlackRock Fund Advisors
California
$1.35B
2
Vanguard Group
Vanguard Group
Pennsylvania
$7.44B
3
BIT
BlackRock Institutional Trust
California
$2.35B
4
State Street
State Street
Massachusetts
$2.67B
5
Principal Financial Group
Principal Financial Group
Iowa
$874M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$2.49B
2
Deutsche Bank
Deutsche Bank
Germany
$693M
3
Invesco
Invesco
Georgia
$2.08B
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.14B
5
Norges Bank
Norges Bank
Norway
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
SGA
476
Strategic Global Advisors
California
$529K +$529K +2,906 New
SL
477
Summitry LLC
California
$527K -$4.92K -27 -0.9%
STMM
478
South Texas Money Management
Texas
$514K – – –
EPM
479
Equitec Proprietary Markets
Illinois
$511K +$511K +2,806 New
Mackenzie Financial
480
Mackenzie Financial
Ontario, Canada
$497K – – –
CC
481
Curian Capital
Colorado
$496K -$3.23M -17,715 -87%
SFFS
482
Stonehage Fleming Financial Services
Jersey
$494K +$494K +2,710 New
B
483
Bailard
California
$485K +$485K +2,662 New
TI
484
Turner Investments
Pennsylvania
$484K +$484K +2,660 New
MHIC
485
Marble Harbor Investment Counsel
Massachusetts
$483K – – –
CWM
486
Cabot Wealth Management
Massachusetts
$478K – – –
FM
487
Foster & Motley
Ohio
$474K -$118K -648 -20%
CIM
488
CenturyLink Investment Management
Colorado
$474K +$474K +2,601 New
LCM
489
Logan Capital Management
Pennsylvania
$441K – – –
WA
490
WFG Advisors
Texas
$440K +$271K +1,488 +160%
FAAS
491
First Allied Advisory Services
California
$437K +$38.3K +213 +10%
PAM
492
Princeton Alpha Management
New Jersey
$433K +$433K +2,380 New
DBG
493
De Burlo Group
Massachusetts
$431K -$251K -1,382 -37%
AF
494
Arrow Financial
New York
$428K -$198K -1,085 -32%
VAM
495
Visium Asset Management
New York
$422K +$422K +2,314 New
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$410K – – –
NYLIM
497
New York Life Investment Management
New York
$401K -$91.1K -500 -19%
TF
498
Tompkins Financial
New York
$397K – – –
SCM
499
Shelton Capital Management
Colorado
$396K – – –
GHAM
500
Gilman Hill Asset Management
Connecticut
$394K +$6.19K +34 +2%
18 19
20
21 22