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Simon Property Group
SPG

Overview Fund Activity

695 hedge funds and large institutions have $67.6B invested in Simon Property Group in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 272 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+25
Holders Change %
+3.73%
% of All Funds
18.57%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.23%
New
67
Increased
272
Reduced
218
Closed
34
Calls
$221M
Puts
$347M
Net Calls
-$126M
Net Calls Change
-$32.9M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$480M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$335M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$230M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$200M
5
Macquarie Group
Macquarie Group
Australia
+$131M

Top Sellers

1
Royal London Asset Management
Royal London Asset Management
United Kingdom
-$3.4B
2
Invesco
Invesco
Georgia
-$110M
3
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$103M
4
BC
Brookfield Corp
Ontario, Canada
-$94.3M
5
TCIM
TIAA CREF Investment Management
New York
-$88.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
476
WFG Advisors
Texas
$654K +$44.1K +203 +7%
CIC
477
Carnegie Investment Counsel
Ohio
$623K -$25.8K -116 -4%
STMM
478
South Texas Money Management
Texas
$620K – – –
SC
479
Scotia Capital
Ontario, Canada
$595K -$149K -685 -20%
N
480
Natixis
France
$594K +$594K +2,740 New
CCA
481
Checchi Capital Advisers
California
$588K +$52.9K +244 +10%
Toronto Dominion Bank
482
Toronto Dominion Bank
Ontario, Canada
$587K -$148K -682 -20%
HTHT
483
Hemenway Trust Hemenway Trust
New Hampshire
$581K – – –
CWM
484
Cabot Wealth Management
Massachusetts
$567K – – –
AAM
485
AR Asset Management
California
$564K – – –
CFN
486
Cordasco Financial Network
Florida
$556K -$79.1K -365 -12%
SAM
487
Silvercrest Asset Management
New York
$548K +$232K +1,069 +73%
BOH
488
Bank of Hawaii
Hawaii
$546K +$131K +605 +32%
MWAC
489
Mariner Wealth Advisors (Cincinnati)
Ohio
$545K +$16.5K +76 +3%
TC
490
Toews Corporation
New Jersey
$542K +$542K +2,500 New
PL
491
Parkwood LLC
Ohio
$539K -$86K -396 -14%
ICM
492
IronBridge Capital Management
Illinois
$534K – – –
PCMM
493
Private Capital Management (Minnesota)
Minnesota
$531K -$130K -600 -20%
LCM
494
Logan Capital Management
Pennsylvania
$525K – – –
HK
495
Horizon Kinetics
New York
$510K -$94.1K -434 -16%
SWM
496
Segment Wealth Management
Texas
$504K -$217K -1,000 -30%
WJA
497
Williams Jones & Associates
New York
$492K +$492K +2,269 New
TSS
498
Two Sigma Securities
New York
$475K +$475K +2,188 New
SCM
499
Shelton Capital Management
Colorado
$473K +$868 +4 +0.2%
Truist Financial
500
Truist Financial
North Carolina
$472K +$74.9K +345 +19%
18 19
20
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