SPG icon

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 %
FWCM
601
Ferguson Wellman Capital Management
Oregon
$273K -$119K -653 -30%
GWM
602
GSB Wealth Management
Connecticut
$273K – – –
SM
603
SG3 Management
Puerto Rico
$273K +$273K +1,500 New
GI
604
Gradient Investments
Minnesota
$272K +$219K +1,201 +413%
M
605
Mirova
France
$271K +$80.7K +443 +42%
CAL
606
Capital Analysts LLC
Pennsylvania
$269K -$10.4K -57 -4%
PAS
607
Park Avenue Securities
New York
$264K +$264K +1,443 New
FG
608
Fiduciary Group
Georgia
$263K – – –
S
609
SignatureFD
Georgia
$263K +$29.6K +162 +13%
SFI
610
SPC Financial Inc
Maryland
$261K – – –
CGL
611
Clarius Group LLC
Washington
$259K +$259K +1,422 New
MC
612
Miles Capital
Iowa
$258K – – –
WWM
613
Western Wealth Management
Colorado
$255K +$908 +5 +0.4%
PHK
614
Point72 Hong Kong
Hong Kong
$254K +$254K +1,392 New
WT
615
Washington Trust
Rhode Island
$251K -$5.69K -33 -2%
Mercer Global Advisors
616
Mercer Global Advisors
Colorado
$250K +$250K +1,373 New
BRWA
617
B. Riley Wealth Advisors
Florida
$248K +$14.6K +80 +6%
M
618
MOTCO
Texas
$247K – – –
IIM
619
Ipswich Investment Management
Massachusetts
$245K – – –
LFG
620
LifePlan Financial Group
Ohio
$245K – – –
MFG
621
Magnus Financial Group
New York
$244K – – –
IUHSA
622
Itau Unibanco Holding S.A.
Brazil
$244K – – –
HT
623
Heritage Trust
Oklahoma
$244K +$244K +1,340 New
BFA
624
Bragg Financial Advisors
North Carolina
$242K – – –
PTC
625
Private Trust Company
Ohio
$238K +$10.7K +59 +5%
23 24
25
26 27