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Simon Property Group
SPG

Overview Fund Activity

803 hedge funds and large institutions have $54.4B invested in Simon Property Group in 2019 Q1 according to their latest regulatory filings, with 99 funds opening new positions, 316 increasing their positions, 272 reducing their positions, and 71 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
803
Holders Change
+20
Holders Change %
+2.55%
% of All Funds
17.41%
Holding in Top 10
31
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.67%
New
99
Increased
316
Reduced
272
Closed
71
Calls
$172M
Puts
$560M
Net Calls
-$388M
Net Calls Change
-$213M

Top Buyers

1
State Street
State Street
Massachusetts
+$499M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$233M
3
Geode Capital Management
Geode Capital Management
Massachusetts
+$185M
4
Capital World Investors
Capital World Investors
California
+$182M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$137M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$411M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$179M
3
Invesco
Invesco
Georgia
-$147M
4
BC
Brookfield Corp
Ontario, Canada
-$128M
5
Swedbank
Swedbank
Sweden
-$119M
Name Holding Trade Value Shares
Change 		Shares
Change %
DC
576
Davenport & Co
Virginia
$339K +$339K +1,859 New
MOS
577
MGO One Seven
Ohio
$335K +$47.7K +262 +17%
LWM
578
Lenox Wealth Management
Ohio
$333K +$326K +1,790 +4,590%
TCOT
579
Trust Company of Toledo
Ohio
$332K -$19.5K -107 -6%
BOH
580
Bank of Hawaii
Hawaii
$332K +$26.5K +145 +9%
TTWM
581
TCV Trust & Wealth Management
Virginia
$330K -$4.38K -24 -1%
B
582
Bailard
California
$325K – – –
F
583
F3Logic
Minnesota
$323K +$323K +1,789 New
Truist Financial
584
Truist Financial
North Carolina
$320K -$27.3K -150 -8%
RWM
585
RBA Wealth Management
California
$314K +$314K +1,698 New
VI
586
Versor Investments
New York
$313K -$698K -3,831 -69%
FHC
587
First Heartland Consultants
Missouri
$313K +$7.29K +40 +2%
PCG
588
Private Capital Group
Connecticut
$312K -$73K -400 -19%
Susquehanna International Group
589
Susquehanna International Group
Pennsylvania
$310K +$310K +1,700 New
WSC
590
Wellington Shields & Co
New York
$304K – – –
Carson Wealth (CWM LLC)
591
Carson Wealth (CWM LLC)
Nebraska
$301K +$257K +1,972 +589%
BHB
592
Bank Hapoalim BM
Israel
$297K -$1.82K -10 -0.6%
BSW
593
Buckingham Strategic Wealth
Missouri
$295K +$59.9K +329 +26%
ACI
594
Alpha Cubed Investments
California
$294K -$62.8K -345 -18%
OMC
595
Old Mission Capital
Illinois
$292K +$292K +1,600 New
ACA
596
Atlas Capital Advisors
Wyoming
$290K +$186K +1,022 +180%
WT
597
Whittier Trust
California
$288K -$61.1K -335 -17%
WPP
598
Whalerock Point Partners
Rhode Island
$282K +$282K +1,549 New
CG
599
Cutler Group
California
$282K +$282K +1,553 New
QT
600
Quantamental Technologies
New York
$275K +$275K +1,508 New
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