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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
II
576
Inspire Investing
Idaho
$455K -$3.83M -29,451 -89%
LOIM
577
Liberty One Investment Management
Illinois
$455K -$12K -92 -3%
AWM
578
AllSquare Wealth Management
New York
$445K -$74.8K -575 -14%
OAM
579
Optimal Asset Management
California
$443K +$13K +100 +0.1%
MIP
580
Marietta Investment Partners
Wisconsin
$442K
TMAM
581
Tokio Marine Asset Management
Japan
$441K -$8.07K -62 -2%
JIC
582
Joel Isaacson & Co
New York
$441K +$442K +3,396 New
RWM
583
Ritholtz Wealth Management
New York
$440K +$441K +3,385 New
OIA
584
Optimum Investment Advisors
Illinois
$439K -$128K -982 -23%
TGAM
585
TBH Global Asset Management
Tennessee
$438K -$30.3K -233 -6%
AWA
586
Arkadios Wealth Advisors
Georgia
$431K -$91K -699 -17%
SACTSONJ
587
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$429K
KPW
588
Kore Private Wealth
New York
$424K +$42.4K +326 +11%
SAM
589
Silvercrest Asset Management
New York
$422K
MC
590
Moors & Cabot
Massachusetts
$420K -$20.3K -156 -5%
BIP
591
Blueprint Investment Partners
North Carolina
$417K +$418K +3,211 New
PCMM
592
Piedmont Capital Management (Montana)
Montana
$416K +$521 +4 +0.1%
AAS
593
Avantax Advisory Services
Texas
$415K -$114K -873 -22%
DT
594
Diversified Trust
Tennessee
$415K +$415K +3,191 New
LWAC
595
Laurel Wealth Advisors (California)
California
$414K +$30.5K +234 +8%
WKWM
596
Walter & Keenan Wealth Management
Indiana
$410K +$6.38K +49 +2%
SIC
597
Salem Investment Counselors
North Carolina
$409K +$19.5K +150 +5%
SG
598
Stonnington Group
California
$409K +$143K +1,100 +55%
ECM
599
Everence Capital Management
Indiana
$405K -$457K -3,510 -53%
PFS
600
Prospera Financial Services
Texas
$404K -$831K -6,382 -67%

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.