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Simon Property Group
SPG

Overview Fund Activity

708 hedge funds and large institutions have $53.3B invested in Simon Property Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
17.73%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.08%
New
97
Increased
238
Reduced
264
Closed
75
Calls
$173M
Puts
$368M
Net Calls
-$195M
Net Calls Change
-$26.1M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
+$110M
2
AIM
abrdn Investment Management
United Kingdom
+$103M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$92.5M
4
BC
Brookfield Corp
Ontario, Canada
+$88M
5
Morgan Stanley
Morgan Stanley
New York
+$79.2M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$482M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
-$327M
3
PI
PGGM Investments
Netherlands
-$211M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$174M
5
MTB
Mizuho Trust & Banking
Japan
-$117M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
526
Symphony Asset Management
California
$364K -$1.42M -8,004 -80%
KIA
527
KCM Investment Advisors
California
$358K – – –
HWA
528
HCR Wealth Advisors
California
$354K +$354K +1,992 New
GWM
529
Geneos Wealth Management
Colorado
$349K – – –
TTWM
530
TCV Trust & Wealth Management
Virginia
$348K – – –
MCM
531
Millie Capital Management
California
$337K -$629K -3,544 -65%
B
532
Bailard
California
$335K +$80.1K +450 +31%
OC
533
Oppenheimer & Co
New York
$334K +$334K +1,880 New
CG
534
Cutler Group
California
$331K -$21.5K -121 -6%
SSW
535
Smith Shellnut Wilson
Mississippi
$324K +$324K +1,822 New
CL
536
CPWM LLC
Washington
$322K -$34.5K -194 -10%
SB
537
Simmons Bank
Arkansas
$319K – – –
RFC
538
Regions Financial Corp
Alabama
$314K -$23.3K -131 -7%
PTC
539
Private Trust Company
Ohio
$314K +$24.9K +140 +9%
ONB
540
Old National Bancorp
Indiana
$309K -$12.8K -72 -4%
SIP
541
Stoneridge Investment Partners
Pennsylvania
$309K +$309K +1,740 New
PI
542
PineBridge Investments
New York
$304K +$304K +1,711 New
SBIA
543
Sheaff Brock Investment Advisors
Indiana
$300K +$94.2K +530 +46%
CC
544
Courier Capital
New York
$296K – – –
WPP
545
Whalerock Point Partners
Rhode Island
$293K +$23.3K +131 +9%
DP
546
Dearborn Partners
Illinois
$290K +$1.78K +10 +0.6%
Truist Financial
547
Truist Financial
North Carolina
$288K -$74.7K -420 -21%
ZCA
548
Zeke Capital Advisors
Pennsylvania
$287K +$287K +1,615 New
BIC
549
Bridges Investment Counsel
Nebraska
$286K – – –
RWA
550
Ropes Wealth Advisors
Massachusetts
$286K +$7.1K +40 +3%
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22
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