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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
SBH
501
Segall Bryant & Hamill
Illinois
$699K +$703K +5,404 New
Verition Fund Management
502
Verition Fund Management
Connecticut
$689K -$182K -1,396 -21%
BC
503
Bridgefront Capital
Texas
$689K +$690K +5,300 New
DA
504
DCM Advisors
New York
$686K -$34K -261 -5%
WG
505
Winton Group
United Kingdom
$686K +$419K +3,216 +156%
HI
506
Horizon Investments
North Carolina
$681K -$86.2K -662 -11%
CIM
507
Chapman Investment Management
California
$676K +$130K +1,000 +24%
Voloridge Investment Management
508
Voloridge Investment Management
Florida
$659K -$248K -1,905 -27%
FA
509
FDx Advisors
Illinois
$658K +$28.8K +221 +5%
ASFA
510
All Season Financial Advisors
Colorado
$657K +$79.8K +613 +14%
PAMP
511
Polar Asset Management Partners
Ontario, Canada
$653K +$653K +5,021 New
IF
512
Intrua Financial
Texas
$651K +$589K +4,523 New
AAI
513
American Assets Inc
California
$650K
EPA
514
Element Pointe Advisors
Florida
$650K
WS
515
Wedbush Securities
California
$648K +$92.8K +713 +17%
LSA
516
Leonteq Securities AG
Switzerland
$628K +$36.3K +279 +6%
FNBOO
517
First National Bank of Omaha
Nebraska
$625K
RB
518
Renasant Bank
Mississippi
$624K -$23.3K -179 -4%
TC
519
Trust Company
Kansas
$619K -$28.2K -217 -4%
MAM
520
Meeder Asset Management
Ohio
$618K +$28.5K +219 +5%
PVH
521
Psagot Value Holdings
Israel
$617K -$1.44M -11,057 -70%
CA
522
Cornerstone Advisory
Maryland
$617K -$80.7K -620 -12%
MMG
523
Monetary Management Group
Missouri
$617K +$163K +1,250 +36%
VF
524
Virtu Financial
New York
$604K +$605K +4,650 New
SFI
525
Siemens Fonds Invest
Germany
$602K +$603K +4,635 New

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.