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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 %
RB
501
Rodgers Brothers
Pennsylvania
$542K +$542K +3,225 New
Brown Advisory
502
Brown Advisory
Maryland
$540K -$167K -992 -24%
PNC
503
Park National Corp
Ohio
$536K +$17.6K +105 +3%
CK
504
Cohen Klingenstein
New York
$521K – – –
AFM
505
Anson Funds Management
Texas
$520K +$520K +3,100 New
CAG
506
Csenge Advisory Group
Florida
$514K +$26.7K +159 +5%
Qube Research & Technologies (QRT)
507
Qube Research & Technologies (QRT)
United Kingdom
$507K -$171K -1,016 -25%
FRM
508
Fox Run Management
Connecticut
$500K +$500K +2,978 New
OCG
509
Opus Capital Group
Ohio
$499K +$126K +750 +34%
TBA
510
Tower Bridge Advisors
Pennsylvania
$495K – – –
LCM
511
Logan Capital Management
Pennsylvania
$491K – – –
GT
512
Greenleaf Trust
Michigan
$478K +$17K +101 +4%
ACS
513
Archford Capital Strategies
Illinois
$477K +$154K +918 +48%
GWM
514
Geneos Wealth Management
Colorado
$468K +$40.8K +243 +10%
LS
515
Livforsakringsbolaget Skandia
Sweden
$461K – – –
WTC
516
WhitTier Trust Company
Nevada
$455K +$4.36K +26 +1%
TA
517
Tiedemann Advisors
New York
$453K +$453K +2,693 New
BAM
518
Blueshift Asset Management
New Jersey
$451K +$451K +2,682 New
GH
519
GAM Holding
Switzerland
$448K -$1.26M -7,500 -74%
SC
520
Savant Capital
Illinois
$445K +$19.5K +118 +5%
Northwestern Mutual Wealth Management
521
Northwestern Mutual Wealth Management
Wisconsin
$444K +$24.4K +145 +6%
SVWA
522
Sound View Wealth Advisors
Georgia
$444K +$444K +2,643 New
BFA
523
Brendel Financial Advisors
New Hampshire
$439K – – –
BOPW
524
Brandywine Oak Private Wealth
Pennsylvania
$438K +$438K +2,590 New
KPF
525
K2 Principal Fund
Ontario, Canada
$437K +$437K +2,600 New
19 20
21
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