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Simon Property Group
SPG

Overview Fund Activity

766 hedge funds and large institutions have $45.7B invested in Simon Property Group in 2019 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 277 increasing their positions, 302 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
766
Holders Change
-3
Holders Change %
-0.39%
% of All Funds
16.82%
Holding in Top 10
18
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-21.74%
% of All Funds
0.4%
New
87
Increased
277
Reduced
302
Closed
83
Calls
$205M
Puts
$620M
Net Calls
-$415M
Net Calls Change
+$44.2M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$1.01B
2
Barrow, Hanley, Mewhinney & Strauss
2
Barrow, Hanley, Mewhinney & Strauss
Texas
$209M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$353M
4
Nordea Investment Management
4
Nordea Investment Management
Sweden
$585M
5
Victory Capital Management
5
Victory Capital Management
Texas
$64.2M

Top Sellers

1
Capital World Investors
1
Capital World Investors
California
$3.18B
2
Bank of America
2
Bank of America
North Carolina
$885M
3
Ameriprise
3
Ameriprise
Minnesota
$223M
4
HRES
4
Heitman Real Estate Securities
Illinois
$0
5
Principal Financial Group
5
Principal Financial Group
Iowa
$580M
Name Holding Trade Value Shares
Change 		Shares
Change %
Brown Advisory
476
Brown Advisory
Maryland
$552K +$31K +199 +6%
MIP
477
Marietta Investment Partners
Wisconsin
$551K -$1.68M -10,774 -75%
WKWM
478
Walter & Keenan Wealth Management
Indiana
$551K -$5.29K -34 -1%
LNWWM
479
Laird Norton Wetherby Wealth Management
California
$540K -$48.1K -309 -8%
MC
480
Machina Capital
France
$539K -$116K -747 -18%
LS
481
Livforsakringsbolaget Skandia
Sweden
$536K – – –
Northwestern Mutual Wealth Management
482
Northwestern Mutual Wealth Management
Wisconsin
$536K +$140K +903 +35%
Nomura Holdings
483
Nomura Holdings
Japan
$534K -$6.83M -44,734 -93%
GCA
484
Gideon Capital Advisors
New York
$531K +$531K +3,409 New
OFS
485
Orrstown Financial Services
Pennsylvania
$525K -$1.64K -11 -0.3%
OSAM
486
O'Shaughnessy Asset Management
Connecticut
$519K -$49.2K -316 -9%
SACTSONJ
487
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$514K +$514K +3,300 New
LOAME
488
Lombard Odier Asset Management (Europe)
United Kingdom
$509K – – –
CC
489
Cedar Capital
Illinois
$499K -$110K -710 -18%
Mercer Global Advisors
490
Mercer Global Advisors
Colorado
$495K +$495K +3,186 New
BFA
491
Brendel Financial Advisors
New Hampshire
$486K +$31.1K +200 +7%
TC
492
Truvestments Capital
Florida
$486K +$192K +1,235 +65%
AWCI
493
Alpine Woods Capital Investors
New York
$484K -$33K -212 -6%
CK
494
Cohen Klingenstein
New York
$483K – – –
ACM
495
Ativo Capital Management
Illinois
$481K -$1.16M -7,476 -71%
NICM
496
Neo Ivy Capital Management
New York
$481K +$481K +3,228 New
Credit Agricole
497
Credit Agricole
France
$476K -$302K -1,940 -39%
LJAC
498
L.J. Altfest & Co
New York
$446K +$251K +1,610 +128%
VAS
499
Vestmark Advisory Solutions
Massachusetts
$443K +$184K +1,183 +71%
BOPW
500
Brandywine Oak Private Wealth
Pennsylvania
$441K +$24.1K +155 +6%
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