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Simon Property Group
SPG

Overview Fund Activity

803 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 316 increasing their positions, 272 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+20
Holders Change %
+2.55%
% of All Funds
17.41%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
99
Increased
316
Reduced
272
Closed
71
Calls
$172M
Puts
$560M
Net Calls
-$388M
Net Calls Change
-$213M

Top Buyers

1
State Street
State Street
Massachusetts
+$499M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$233M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$185M
4
Capital World Investors
Capital World Investors
California
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$411M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$179M
3
Invesco
Invesco
Georgia
-$147M
4
BC
Brookfield Corp
Ontario, Canada
-$128M
5
Swedbank
Swedbank
Sweden
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
BAM
501
Blueshift Asset Management
New Jersey
$656K +$167K +917 +34%
WKWM
502
Walter & Keenan Wealth Management
Indiana
$651K – – –
OFS
503
Orrstown Financial Services
Pennsylvania
$648K +$24.8K +136 +4%
LIC
504
Lodestar Investment Counsel
Illinois
$647K -$7.29K -40 -1%
AIC
505
Ameritas Investment Company
Nebraska
$643K +$643K +3,531 New
BC
506
Brinker Capital
Pennsylvania
$642K +$49.9K +274 +8%
TCM
507
Twin Capital Management
Pennsylvania
$630K +$34.6K +190 +6%
OC
508
Oppenheimer & Co
New York
$628K -$233K -1,277 -27%
1WA
509
180 Wealth Advisors
Washington
$627K -$85.6K -492 -12%
GHAM
510
Gilman Hill Asset Management
Connecticut
$625K +$21K +115 +3%
CG
511
Colony Group
Massachusetts
$620K +$620K +3,400 New
Verition Fund Management
512
Verition Fund Management
Connecticut
$603K +$603K +3,309 New
William Blair & Company
513
William Blair & Company
Illinois
$598K -$1.87M -10,261 -76%
LOAME
514
Lombard Odier Asset Management (Europe)
United Kingdom
$595K – – –
Brown Advisory
515
Brown Advisory
Maryland
$595K +$9.66K +53 +2%
SS
516
Simplicity Solutions
Minnesota
$587K -$475K -2,605 -45%
HPC
517
Hobart Private Capital
North Carolina
$573K -$104K -571 -15%
CK
518
Cohen Klingenstein
New York
$565K – – –
LS
519
Livforsakringsbolaget Skandia
Sweden
$555K +$54.7K +300 +11%
DTL
520
Dynamic Technology Lab
Singapore
$550K +$239K +1,312 +77%
GT
521
Greenleaf Trust
Michigan
$547K +$29K +159 +6%
SVWA
522
Sound View Wealth Advisors
Georgia
$546K +$64.2K +352 +13%
TBA
523
Tower Bridge Advisors
Pennsylvania
$537K – – –
AWM
524
AE Wealth Management
Kansas
$536K -$425K -2,333 -44%
FMBTD
525
First Midwest Bank Trust Division
Illinois
$535K +$67.8K +372 +15%
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