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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$717M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
3
Swedbank
Swedbank
Sweden
+$160M
4
BlackRock
BlackRock
New York
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$90.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$791M
2
BC
Brookfield Corp
Ontario, Canada
-$226M
3
Morgan Stanley
Morgan Stanley
New York
-$215M
4
Principal Financial Group
Principal Financial Group
Iowa
-$190M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIM
476
Grassi Investment Management
California
$682K – – –
LNWWM
477
Laird Norton Wetherby Wealth Management
California
$677K +$21K +125 +3%
MA
478
MUFG Americas
New York
$671K -$190K -1,133 -22%
PAG
479
Private Advisor Group
New Jersey
$663K -$69.6K -415 -10%
ARMT
480
Amica Retiree Medical Trust
Rhode Island
$661K -$66K -393 -9%
HW
481
Hancock Whitney
Mississippi
$655K +$58.7K +349 +10%
ER
482
Enlightenment Research
Florida
$655K +$655K +3,900 New
PI
483
PHH Investments
Texas
$648K -$713K – –
CIC
484
Carnegie Investment Counsel
Ohio
$635K -$208K -1,240 -25%
HPC
485
Hobart Private Capital
North Carolina
$624K +$140K +835 +29%
LIC
486
Lodestar Investment Counsel
Illinois
$603K +$168 +1 +0%
WKWM
487
Walter & Keenan Wealth Management
Indiana
$600K -$9.4K -56 -2%
CB
488
Commerce Bank
Missouri
$576K +$55.3K +329 +11%
OFS
489
Orrstown Financial Services
Pennsylvania
$574K -$25.5K -152 -4%
CEP
490
Chicago Equity Partners
Illinois
$574K +$242K +1,440 +73%
CCM
491
Cadence Capital Management
Massachusetts
$570K -$1.43M -8,540 -72%
NICM
492
Neo Ivy Capital Management
New York
$566K +$566K +3,368 New
WC
493
Whitnell & Co
Illinois
$562K +$3.53K +21 +0.6%
AWCI
494
Alpine Woods Capital Investors
New York
$560K -$66.7K -397 -11%
GHAM
495
Gilman Hill Asset Management
Connecticut
$557K -$114K -679 -17%
TCM
496
Twin Capital Management
Pennsylvania
$549K – – –
LOAME
497
Lombard Odier Asset Management (Europe)
United Kingdom
$549K – – –
RIM
498
Rampart Investment Management
Connecticut
$547K -$391K -2,330 -42%
BC
499
Brinker Capital
Pennsylvania
$546K -$748K -4,452 -58%
SCM
500
Shelton Capital Management
Colorado
$544K – – –
18 19
20
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