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Simon Property Group
SPG

Overview Fund Activity

582 hedge funds and large institutions have $47.2B invested in Simon Property Group in 2013 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 195 increasing their positions, 237 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
582
Holders Change
+22
Holders Change %
+3.93%
% of All Funds
16.9%
Holding in Top 10
46
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+6.98%
% of All Funds
1.34%
New
61
Increased
195
Reduced
237
Closed
34
Calls
$313M
Puts
$289M
Net Calls
+$24.1M
Net Calls Change
+$161M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
$3.18B
2
Barclays
Barclays
United Kingdom
$316M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$883M
4
EVM
Eaton Vance Management
Massachusetts
$130M
5
SAMC
Shinko Asset Management Company
Japan
$789M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$487M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$2.06B
3
JHIU
Janus Henderson Investors US
Colorado
$117M
4
Bank of America
Bank of America
North Carolina
$145M
5
SCRM
Security Capital Research & Management
Illinois
$221M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
501
WhitTier Trust Company
Nevada
$220K -$16K -112 -7%
CFB
502
Cullen/Frost Bankers
Texas
$220K – – –
PAG
503
Private Advisor Group
New Jersey
$213K +$213K +1,491 New
WOC
504
West Oak Capital
California
$210K -$16K -112 -7%
ISL
505
Ingalls & Snyder LLC
New York
$209K -$94.6K -663 -31%
PNC
506
Park National Corp
Ohio
$207K -$71.9K -502 -26%
WT
507
Whittier Trust
California
$206K – – –
IIM
508
Ipswich Investment Management
Massachusetts
$205K +$205K +1,432 New
RB
509
Rodgers Brothers
Pennsylvania
$205K +$205K +1,435 New
B
510
Barings
North Carolina
$204K -$648K -4,518 -76%
SAM
511
SignalPoint Asset Management
Missouri
$204K +$204K +1,419 New
B
512
Bailard
California
$203K -$403K -2,817 -66%
MSR
513
Main Street Research
Connecticut
$203K +$203K +1,419 New
MWNA
514
Marshall Wace North America
New York
$201K +$201K +1,406 New
OMCS
515
Old Mutual Customised Solutions
South Africa
$198K – – –
BAM
516
Barrett Asset Management
New York
$174K – – –
BPBT
517
Boston Private Bank & Trust
Massachusetts
$159K – – –
SC
518
Saturna Capital
Washington
$156K – – –
ST
519
Stifel Trust
Missouri
$153K – – –
DAM
520
Delta Asset Management
Tennessee
$145K – – –
MP
521
Manifold Partners
California
$122K +$122K +850 New
ATC
522
Adirondack Trust Company
New York
$121K +$3K +21 +3%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$104K +$15.9K +111 +18%
BC
524
Bartlett & Co
Ohio
$94K – – –
FMII
525
Farmers & Merchants Investments Inc
Nebraska
$87K – – –
19 20
21
22 23