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Simon Property Group
SPG

Overview Fund Activity

666 hedge funds and large institutions have $58.1B invested in Simon Property Group in 2015 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 204 increasing their positions, 277 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
666
Holders Change
-6
Holders Change %
-0.89%
% of All Funds
17.76%
Holding in Top 10
46
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-4.17%
% of All Funds
1.23%
New
50
Increased
204
Reduced
277
Closed
51
Calls
$296M
Puts
$427M
Net Calls
-$131M
Net Calls Change
-$97.6M

Top Buyers

1
Cohen & Steers
Cohen & Steers
New York
+$678M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
3
BC
Brookfield Corp
Ontario, Canada
+$170M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
+$164M
5
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
+$131M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$542M
2
State Street
State Street
Massachusetts
-$172M
3
TA
Teachers Advisors
New York
-$157M
4
Norges Bank
Norges Bank
Norway
-$136M
5
Invesco
Invesco
Georgia
-$124M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
526
HL Financial Services
Kentucky
$289K – – –
WPP
527
Whalerock Point Partners
Rhode Island
$284K – – –
CT
528
Cambridge Trust
Massachusetts
$284K +$14.7K +75 +5%
BFA
529
Bragg Financial Advisors
North Carolina
$282K +$27.4K +140 +11%
LOAMS
530
Lombard Odier Asset Management (Switzerland)
Switzerland
$282K +$282K +1,438 New
First Manhattan
531
First Manhattan
New York
$280K -$1.76K -9 -0.6%
IIA
532
IPG Investment Advisors
California
$278K +$22.1K +113 +9%
RCAG
533
Rehmann Capital Advisory Group
Michigan
$268K -$16.5K -84 -6%
CNBT
534
Canandaigua National Bank & Trust
New York
$268K – – –
TU
535
TDAM USA
Ontario, Canada
$268K +$16K +82 +6%
WOC
536
West Oak Capital
California
$266K -$3.91K -20 -1%
GLI
537
Guardian Life Insurance
New York
$266K -$80.1K -409 -23%
IIM
538
Ipswich Investment Management
Massachusetts
$264K – – –
PCM
539
Pointe Capital Management
Michigan
$261K +$261K +1,335 New
Luther King Capital Management (LKCM)
540
Luther King Capital Management (LKCM)
Texas
$260K – – –
SFI
541
SPC Financial Inc
Maryland
$256K -$6.67K -34 -3%
AWM
542
Avior Wealth Management
Nebraska
$256K +$1.37K +7 +0.5%
DHFB
543
Dixon Hubard Feinour & Brown
Virginia
$254K – – –
EMG
544
Ellington Management Group
Connecticut
$254K +$254K +1,300 New
SI
545
Sprott Inc
Ontario, Canada
$254K +$254K +1,300 New
CI
546
Capital Innovations
Wisconsin
$254K +$254K +1,300 New
FMBTD
547
First Midwest Bank Trust Division
Illinois
$252K -$4.89K -25 -2%
CA
548
Cetera Advisors
Colorado
$249K -$93.3K -477 -27%
LIC
549
Lodestar Investment Counsel
Illinois
$245K – – –
BAM
550
Barrett Asset Management
New York
$244K – – –
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