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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
$3.85B
3
Wellington Management Group
Wellington Management Group
Massachusetts
$348M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
$127M
5
AAMU
Amundi Asset Management US
Massachusetts
$99.4M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$1.89B
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
$652M
3
Invesco
Invesco
Georgia
$1.08B
4
Daiwa Securities Group
Daiwa Securities Group
Japan
$650M
5
Goldman Sachs
Goldman Sachs
New York
$557M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Belpointe Asset Management
Nevada
$338K +$338K +1,970 New
IWM
502
IHT Wealth Management
Illinois
$337K +$307K +1,812 +1,012%
PT
503
Plimoth Trust
Massachusetts
$337K +$337K +1,962 New
FNT
504
First National Trust
Pennsylvania
$327K -$77.4K -451 -19%
CSS
505
Cubist Systematic Strategies
Connecticut
$326K +$326K +1,900 New
TTWM
506
TCV Trust & Wealth Management
Virginia
$315K – – –
MCWS
507
McKinley Carter Wealth Services
West Virginia
$315K +$49.8K +290 +19%
GXMC
508
Global X Management Company
New York
$313K -$332K -1,930 -51%
William Blair & Company
509
William Blair & Company
Illinois
$313K -$75.6K -440 -19%
CAM
510
CenterStar Asset Management
Illinois
$305K – – –
MOS
511
MGO One Seven
Ohio
$297K +$297K +1,732 New
WJA
512
Williams Jones & Associates
New York
$296K -$35.7K -208 -11%
LIC
513
Lodestar Investment Counsel
Illinois
$294K +$294K +1,714 New
VIA
514
Vident Investment Advisory
Georgia
$291K +$12K +70 +4%
LSAG
515
Lake Street Advisors Group
New Hampshire
$291K +$291K +1,695 New
WT
516
Washington Trust
Rhode Island
$289K +$39.2K +228 +16%
WSC
517
Wellington Shields & Co
New York
$287K – – –
FTC
518
Farmers Trust Company
Ohio
$286K -$85.2K -497 -23%
AI
519
Atria Investments
North Carolina
$285K -$27.3K -159 -9%
WOC
520
West Oak Capital
California
$280K – – –
SBIA
521
Sheaff Brock Investment Advisors
Indiana
$278K – – –
CAL
522
Capital Analysts LLC
Pennsylvania
$271K -$3.09K -18 -1%
RFS
523
Rockefeller Financial Services
New York
$268K – – –
RWA
524
Ropes Wealth Advisors
Massachusetts
$266K – – –
FCBT
525
First Citizens Bank & Trust
North Carolina
$263K -$39.3K -229 -13%
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