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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $52.2B invested in Simon Property Group in 2017 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 221 increasing their positions, 248 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
+37
Holders Change %
+5.67%
% of All Funds
15.67%
Holding in Top 10
38
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+8.57%
% of All Funds
0.86%
New
103
Increased
221
Reduced
248
Closed
60
Calls
$348M
Puts
$595M
Net Calls
-$247M
Net Calls Change
+$44.4M

Top Buyers

1
BC
Brookfield Corp
Ontario, Canada
+$591M
2
Capital World Investors
Capital World Investors
California
+$206M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$203M
4
NMIMC
Northwestern Mutual Investment Management Company
Wisconsin
+$115M
5
AAMU
Amundi Asset Management US
Massachusetts
+$84.5M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$236M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$216M
3
Invesco
Invesco
Georgia
-$194M
4
Daiwa Securities Group
Daiwa Securities Group
Japan
-$175M
5
Goldman Sachs
Goldman Sachs
New York
-$154M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
526
Stratos Wealth Partners
Ohio
$262K +$15.3K +89 +6%
II
527
Inspire Investing
Idaho
$259K +$259K +1,511 New
WPP
528
Whalerock Point Partners
Rhode Island
$258K -$25.8K -150 -9%
GWM
529
GSB Wealth Management
Connecticut
$258K – – –
VF
530
Virtu Financial
New York
$256K +$256K +1,492 New
B
531
Bailard
California
$255K +$255K +1,483 New
DTL
532
Dynamic Technology Lab
Singapore
$253K +$253K +1,471 New
SSW
533
Smith Shellnut Wilson
Mississippi
$248K – – –
ZB
534
Zions Bancorporation
Utah
$248K – – –
FG
535
Fiduciary Group
Georgia
$247K – – –
TCM
536
Teza Capital Management
Illinois
$247K +$247K +1,436 New
SFI
537
SPC Financial Inc
Maryland
$246K – – –
Truist Financial
538
Truist Financial
North Carolina
$243K -$56.9K -332 -19%
BFA
539
Bragg Financial Advisors
North Carolina
$243K – – –
ONB
540
Old National Bancorp
Indiana
$238K – – –
IIM
541
Ipswich Investment Management
Massachusetts
$231K – – –
RFC
542
Regions Financial Corp
Alabama
$230K -$54K -315 -19%
KI
543
Koch Industries
Kansas
$225K -$139K -810 -38%
SYBT
544
Stock Yards Bank & Trust
Kentucky
$225K – – –
SW
545
SVB Wealth
Massachusetts
$225K +$225K +1,308 New
P
546
Pitcairn
Pennsylvania
$224K +$224K +1,304 New
ECM
547
ETrade Capital Management
Virginia
$224K +$224K +1,304 New
LBC
548
Lowe Brockenbrough & Co
Virginia
$223K – – –
AWM
549
AE Wealth Management
Kansas
$222K +$222K +1,292 New
NA
550
NewEdge Advisors
Louisiana
$221K +$7.27K +43 +3%
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