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Simon Property Group
SPG

Overview Fund Activity

672 hedge funds and large institutions have $53.8B invested in Simon Property Group in 2014 Q4 according to their latest regulatory filings, with 107 funds opening new positions, 246 increasing their positions, 213 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
672
Holders Change
+74
Holders Change %
+12.37%
% of All Funds
17.93%
Holding in Top 10
48
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+11.63%
% of All Funds
1.28%
New
107
Increased
246
Reduced
213
Closed
23
Calls
$409M
Puts
$442M
Net Calls
-$33.4M
Net Calls Change
-$188M

Top Buyers

1
BFA
1
BlackRock Fund Advisors
California
$1.35B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.44B
3
BIT
3
BlackRock Institutional Trust
California
$2.35B
4
State Street
4
State Street
Massachusetts
$2.67B
5
Principal Financial Group
5
Principal Financial Group
Iowa
$874M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$2.49B
2
Deutsche Bank
2
Deutsche Bank
Germany
$693M
3
Invesco
3
Invesco
Georgia
$2.08B
4
Daiwa Securities Group
4
Daiwa Securities Group
Japan
$1.14B
5
Norges Bank
5
Norges Bank
Norway
$183M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
551
SPC Financial Inc
Maryland
$244K – – –
Luther King Capital Management (LKCM)
552
Luther King Capital Management (LKCM)
Texas
$242K – – –
FMBTD
553
First Midwest Bank Trust Division
Illinois
$239K +$9.1K +50 +4%
IIA
554
IPG Investment Advisors
California
$238K -$546 -3 -0.2%
BFA
555
Bragg Financial Advisors
North Carolina
$237K -$25.5K -140 -10%
AWM
556
Avior Wealth Management
Nebraska
$237K +$1.27K +7 +0.5%
QSS
557
Quantitative Systematic Strategies
Florida
$236K +$236K +1,281 New
DHFB
558
Dixon Hubard Feinour & Brown
Virginia
$236K +$236K +1,298 New
TU
559
TDAM USA
Ontario, Canada
$235K +$12K +66 +5%
LIC
560
Lodestar Investment Counsel
Illinois
$228K – – –
BAM
561
Barrett Asset Management
New York
$227K – – –
BPBT
562
Boston Private Bank & Trust
Massachusetts
$220K +$15.1K +83 +7%
PVH
563
Psagot Value Holdings
Israel
$219K -$36.5K -200 -14%
LFG
564
LifePlan Financial Group
Ohio
$212K +$212K +1,166 New
DG
565
Davidson & Garrard
Virginia
$212K +$212K +1,166 New
WSFS
566
Wilmington Savings Fund Society
Delaware
$210K +$210K +1,153 New
KIA
567
KCM Investment Advisors
California
$210K +$210K +1,155 New
PA
568
Pinnacle Associates
New York
$209K +$209K +1,149 New
MC
569
Moors & Cabot
Massachusetts
$208K +$208K +1,145 New
P
570
Pitcairn
Pennsylvania
$203K +$203K +1,116 New
RFC
571
Regions Financial Corp
Alabama
$202K +$202K +1,108 New
CCS
572
Crosspoint Capital Strategies
California
$201K +$146K +800 +267%
EWM
573
Evercore Wealth Management
New York
$197K -$163K -896 -45%
IPC
574
Independent Portfolio Consultants
Florida
$190K -$400K -2,192 -68%
RP
575
Rowlandmiller & Partners
Georgia
$190K +$190K +1,045 New
21 22
23
24 25