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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$717M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
3
Swedbank
Swedbank
Sweden
+$160M
4
BlackRock
BlackRock
New York
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$90.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$791M
2
BC
Brookfield Corp
Ontario, Canada
-$226M
3
Morgan Stanley
Morgan Stanley
New York
-$215M
4
Principal Financial Group
Principal Financial Group
Iowa
-$190M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFG
601
LifePlan Financial Group
Ohio
$226K – – –
MFG
602
Magnus Financial Group
New York
$225K +$225K +1,338 New
FTC
603
Farmers Trust Company
Ohio
$223K – – –
BFA
604
Bragg Financial Advisors
North Carolina
$223K – – –
SYBT
605
Stock Yards Bank & Trust
Kentucky
$221K – – –
LJAC
606
L.J. Altfest & Co
New York
$219K -$15.3K -91 -7%
TPWA
607
TRUE Private Wealth Advisors
Oregon
$219K +$71K +423 +48%
LBC
608
Lowe Brockenbrough & Co
Virginia
$218K – – –
BSW
609
Buckingham Strategic Wealth
Missouri
$217K +$217K +1,290 New
S
610
SignatureFD
Georgia
$215K +$141K +839 +191%
BRWA
611
B. Riley Wealth Advisors
Florida
$215K +$215K +1,275 New
PTC
612
Private Trust Company
Ohio
$210K – – –
BAM
613
Barrett Asset Management
New York
$209K – – –
APC
614
Aspire Private Capital
North Carolina
$209K +$209K +1,245 New
FNBT
615
FineMark National Bank & Trust
Florida
$208K – – –
MCM
616
MAI Capital Management
Ohio
$208K +$208K +1,237 New
SW
617
SVB Wealth
Massachusetts
$205K +$3.69K +22 +2%
RG
618
Renaissance Group
Kentucky
$203K -$4.88K -29 -2%
MCM
619
Murphy Capital Management
New Jersey
$202K – – –
PGFC
620
Peapack-Gladstone Financial Corp
New Jersey
$201K -$7.23K -43 -3%
AWM
621
Altium Wealth Management
New York
$200K +$200K +1,192 New
Capstone Investment Advisors
622
Capstone Investment Advisors
New York
$196K -$250K -1,485 -56%
WAM
623
Wealthspire Advisors (Maryland)
Maryland
$189K +$3.37K +20 +2%
RFC
624
Regions Financial Corp
Alabama
$187K -$26.3K -156 -12%
NFG
625
Next Financial Group
Texas
$185K +$99.9K +595 +117%
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