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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
MSA
526
Marino Stram & Associates
Massachusetts
$597K +$597K +4,590 New
AIP
527
Ameritas Investment Partners
Nebraska
$591K
APA
528
American Portfolios Advisors
New York
$586K +$21.3K +164 +4%
WI
529
Wintrust Investments
Illinois
$584K -$39K -300 -6%
MFG
530
MidWestOne Financial Group
Iowa
$583K +$18.5K +142 +3%
CLOS
531
Compagnie Lombard Odier SCmA
Switzerland
$580K
EW
532
Element Wealth
Mississippi
$578K +$6.51K +50 +1%
AAM
533
Augustine Asset Management
Florida
$576K -$4.17K -32 -0.7%
P
534
Pitcairn
Pennsylvania
$571K +$145K +1,113 +34%
AIA
535
Affinity Investment Advisors
California
$566K +$8.2K +63 +1%
CM
536
Capula Management
Cayman Islands
$558K -$39K -300 -7%
FIM
537
Freedom Investment Management
Connecticut
$545K +$545K +4,191 New
GT
538
Glenmede Trust
Pennsylvania
$542K -$9.63K -74 -2%
LCP
539
Legacy Capital Partners
Wisconsin
$542K
PA
540
Parallel Advisors
California
$541K +$44K +338 +9%
BS
541
Bessemer Securities
New York
$539K
CFD
542
Creative Financial Designs
Indiana
$538K -$25.6K -197 -5%
SVWAG
543
Sound View Wealth Advisors Group
Georgia
$535K -$4.04K -31 -0.7%
CCM
544
Cullen Capital Management
New York
$531K -$521 -4 -0.1%
TI
545
Tidal Investments
Wisconsin
$531K +$230K +1,770 +77%
IMRF
546
Illinois Municipal Retirement Fund
Illinois
$526K +$526K +4,045 New
LS
547
Livforsakringsbolaget Skandia
Sweden
$525K -$104K -800 -17%
AIS
548
American Investment Services
Massachusetts
$525K -$1.04K -8 -0.2%
CC
549
Centiva Capital
New York
$525K +$526K +4,044 New
HBT
550
Heartland Bank & Trust
Illinois
$521K +$30.5K +234 +6%

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.