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Simon Property Group
SPG

Overview Fund Activity

733 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
16.78%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.8%
New
67
Increased
250
Reduced
292
Closed
41
Calls
$255M
Puts
$407M
Net Calls
-$153M
Net Calls Change
-$90.1M

Top Buyers

1
Nordea Investment Management
Nordea Investment Management
Sweden
+$425M
2
Bank of America
Bank of America
North Carolina
+$180M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$142M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$124M
5
State Street
State Street
Massachusetts
+$124M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$262M
2
Morgan Stanley
Morgan Stanley
New York
-$137M
3
Invesco
Invesco
Georgia
-$129M
4
Deutsche Bank
Deutsche Bank
Germany
-$115M
5
BC
Brookfield Corp
Ontario, Canada
-$87.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLI
601
Guardian Life Insurance
New York
$154K +$2.3K +13 +2%
SFSIG
602
San Francisco Sentry Investment Group
California
$154K +$5.47K +31 +4%
APP
603
Avantax Planning Partners
Iowa
$154K +$154K +870 New
FHA
604
First Horizon Advisors
Tennessee
$152K -$9.17K -52 -6%
AF
605
Arrow Financial
New York
$139K – – –
CBT
606
Capital Bank & Trust
California
$136K +$136K +767 New
MCM
607
MV Capital Management
Maryland
$133K – – –
TVWM
608
Tower View Wealth Management
Wisconsin
$133K +$1.42K +8 +1%
AWM
609
Avior Wealth Management
Nebraska
$126K -$21.1K -119 -14%
KA
610
Kaizen Advisory
Illinois
$126K – – –
ATC
611
Adirondack Trust Company
New York
$117K – – –
FMII
612
Farmers & Merchants Investments Inc
Nebraska
$113K +$1.77K +10 +2%
FFC
613
First Financial Corp
Indiana
$111K – – –
APA
614
American Portfolios Advisors
New York
$110K +$3.53K +20 +3%
IDBONY
615
Israel Discount Bank of New York
New York
$109K -$93K -525 -46%
CFN
616
Cordasco Financial Network
Florida
$97K – – –
PA
617
Parallel Advisors
California
$95K +$3.17K +18 +3%
BWA
618
Burt Wealth Advisors
Maryland
$92K – – –
QCIG
619
Quad-Cities Investment Group
Iowa
$91K – – –
NFG
620
Next Financial Group
Texas
$90K +$90K +507 New
RFA
621
Reilly Financial Advisors
California
$89K -$10.6K -60 -11%
PGWM
622
Parisi Gray Wealth Management
New Jersey
$88K – – –
Bessemer Group
623
Bessemer Group
New Jersey
$88K +$10.6K +60 +14%
MPIA
624
Mountain Pacific Investment Advisers
Idaho
$88K +$88K +500 New
JA
625
JOYN Advisors
Georgia
$87K +$3.17K +18 +4%
23 24
25
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