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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 221 increasing their positions, 248 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+37
Holders Change %
+5.67%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.86%
New
103
Increased
221
Reduced
248
Closed
60
Calls
$348M
Puts
$595M
Net Calls
-$247M
Net Calls Change
+$44.4M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$591M
2
Capital World Investors
Capital World Investors
California
+$206M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$203M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$115M
5
AAMU
Amundi Asset Management US
Massachusetts
+$84.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$236M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$216M
3
Invesco
Invesco
Georgia
-$194M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$175M
5
Goldman Sachs
Goldman Sachs
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMBTD
476
First Midwest Bank Trust Division
Illinois
$456K -$82.3K -479 -15%
KFC
477
Klingenstein Fields & Co
New York
$441K +$441K +2,565 New
CWM
478
Cabot Wealth Management
Massachusetts
$429K -$2.23K -13 -0.5%
Fuller & Thaler Asset Management
479
Fuller & Thaler Asset Management
California
$429K – – –
WG
480
Winton Group
United Kingdom
$417K -$141K -820 -25%
MC
481
Miles Capital
Iowa
$416K -$344 -2 -0.1%
LCM
482
Logan Capital Management
Pennsylvania
$416K – – –
RB
483
Rodgers Brothers
Pennsylvania
$416K +$416K +2,425 New
LAIC
484
Lederer & Associates Investment Counsel
California
$413K +$31.3K +182 +8%
BRWA
485
B. Riley Wealth Advisors
Florida
$408K -$15K -87 -4%
PR
486
Payden & Rygel
California
$405K -$120K -700 -23%
TG
487
TLP Group
Illinois
$390K -$71.2K -415 -15%
STA
488
Summit Trail Advisors
New York
$386K +$386K +2,317 New
WSCM
489
Wellington Shields Capital Management
New York
$380K – – –
HIIFS
490
Harel Insurance Investments & Financial Services
Israel
$378K +$85.9K +500 +29%
ERIM
491
Eagle Ridge Investment Management
Connecticut
$377K – – –
BUB
492
BBVA USA Bancshares
Texas
$377K +$61K +355 +19%
CA
493
Cetera Advisors
Colorado
$376K -$8.94K -52 -2%
SS
494
Simplicity Solutions
Minnesota
$376K +$21.3K +124 +6%
MWAC
495
Mariner Wealth Advisors (Cincinnati)
Ohio
$373K – – –
CCA
496
Checchi Capital Advisers
California
$367K +$47.4K +276 +15%
CB
497
Commerce Bank
Missouri
$352K -$60.6K -353 -15%
SAM
498
Silvercrest Asset Management
New York
$344K -$7.73K -45 -2%
IA
499
IFP Advisors
Florida
$341K -$50.1K -292 -13%
VAM
500
Verity Asset Management
North Carolina
$338K +$23.2K +135 +7%
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