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Simon Property Group

915 hedge funds and large institutions have $37.2B invested in Simon Property Group in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

23% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 301

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 905915 (+10)

0.34% less ownership

Funds ownership: 87.65%87.3% (-0.34%)

0% less capital invested

Capital invested by funds: $37.4B → $37.2B (-$161M)

30% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.16B

Holders
915
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
16.02%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.44%
New
98
Increased
371
Reduced
301
Closed
77
Calls
$810M
Puts
$1.16B
Net Calls
-$355M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
476
Ausdal Financial Partners
Iowa
$823K -$3.77K -29 -0.5%
WSC
477
Wellington Shields & Co
New York
$815K +$26K +200 +3%
KA
478
Kovack Advisors
Florida
$803K +$804K +6,175 New
FC
479
FORA Capital
Florida
$802K -$1.41M -10,815 -64%
AC
480
Abbrea Capital
California
$785K +$62.5K +480 +9%
IC
481
IEQ Capital
California
$779K +$310K +2,383 +66%
SSG
482
Summit Securities Group
New York
$770K -$10.7M -81,879 -93%
MAFM
483
Mid Atlantic Financial Management
Pennsylvania
$770K +$103K +795 +16%
DMBA
484
Deseret Mutual Benefit Administrators
Utah
$767K +$509K +3,909 +196%
VCA
485
Verdence Capital Advisors
Maryland
$758K +$27.3K +210 +4%
NERM
486
New England Research & Management
Illinois
$754K
KeyBank National Association
487
KeyBank National Association
Ohio
$753K +$28.9K +222 +4%
MWM
488
Madison Wealth Management
Ohio
$750K -$1.44M -11,035 -66%
FFG
489
Fortem Financial Group
California
$748K +$10.9K +84 +1%
CPSC
490
Carl P. Sherr & Co
Massachusetts
$739K +$60K +461 +9%
IA
491
IndexIQ Advisors
New York
$738K +$36.7K +282 +5%
T
492
TOBAM
France
$728K -$5.21M -40,038 -88%
WVP
493
Worth Venture Partners
New Jersey
$728K +$729K +5,600 New
MAM
494
Morse Asset Management
Connecticut
$724K +$310K +2,380 +75%
SAS
495
Stelac Advisory Services
New York
$721K -$507K -3,897 -41%
SPC
496
Sigma Planning Corp
Michigan
$718K +$25.6K +197 +4%
OFG
497
Oxford Financial Group
Indiana
$716K +$13.9K +107 +2%
MSAM
498
Moloney Securities Asset Management
Missouri
$711K -$72.9K -560 -9%
GCA
499
Greenwood Capital Associates
South Carolina
$707K +$65.6K +504 +10%
HCM
500
Hollencrest Capital Management
California
$704K

SPG Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2021, worth a combined $37.2B — down 0.43% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SPG positions and 77 closed out — a net gain of 21 holders — while 371 added to existing stakes and 301 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was PGGM Investments, cutting an estimated $177M.

  • 915 institutional investors held Simon Property Group (SPG) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $37.2B of Simon Property Group stock for Q3 2021, down 0.43% quarter-over-quarter.
  • 98 funds opened new Simon Property Group positions in Q3 2021 and 77 closed out, a net change of +21 holders.
  • The largest Simon Property Group buyer in Q3 2021 was Cohen & Steers, an estimated $162M added.
  • The largest Simon Property Group seller in Q3 2021 was PGGM Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.