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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 %
WTC
551
WhitTier Trust Company
Nevada
$243K -$19.5K -100 -7%
RP
552
Reinhart Partners
Wisconsin
$241K +$241K +1,234 New
SWP
553
Stratos Wealth Partners
Ohio
$239K +$239K +1,229 New
BPBT
554
Boston Private Bank & Trust
Massachusetts
$237K – – –
RFC
555
Regions Financial Corp
Alabama
$236K +$18.6K +95 +9%
PVH
556
Psagot Value Holdings
Israel
$235K – – –
IPC
557
Independent Portfolio Consultants
Florida
$232K +$28.2K +144 +14%
DG
558
Davidson & Garrard
Virginia
$228K – – –
LFG
559
LifePlan Financial Group
Ohio
$228K – – –
KIA
560
KCM Investment Advisors
California
$226K – – –
WSFS
561
Wilmington Savings Fund Society
Delaware
$226K – – –
CCB
562
Cutter & Co Brokerage
Missouri
$226K +$226K +1,157 New
PA
563
Pinnacle Associates
New York
$225K – – –
MC
564
Moors & Cabot
Massachusetts
$221K -$4.93K -25 -2%
JPMPWA
565
J.P. Morgan Private Wealth Advisors
California
$220K +$220K +1,126 New
P
566
Pitcairn
Pennsylvania
$218K – – –
JEW
567
Jamison Eaton & Wood
New Jersey
$213K +$213K +1,091 New
EWM
568
Evermay Wealth Management
Virginia
$211K – – –
WHI
569
William Harris Investors
Illinois
$207K +$207K +1,056 New
CAG
570
Crestwood Advisors Group
Massachusetts
$206K +$206K +1,051 New
RP
571
Rowlandmiller & Partners
Georgia
$205K – – –
BG
572
Bahl & Gaynor
Ohio
$200K +$200K +1,026 New
DCM
573
Decade Capital Management
New York
$199K +$199K +1,019 New
CAL
574
Capital Analysts LLC
Pennsylvania
$179K +$38.4K +196 +27%
Simplex Trading
575
Simplex Trading
Illinois
$156K -$19.5K -100 -11%
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