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Simon Property Group
SPG

Overview Fund Activity

769 hedge funds and large institutions have $48.1B invested in Simon Property Group in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
-34
Holders Change %
-4.23%
% of All Funds
16.73%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
71
Increased
294
Reduced
295
Closed
94
Calls
$142M
Puts
$601M
Net Calls
-$459M
Net Calls Change
-$71.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$379M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$367M
3
Capital World Investors
Capital World Investors
California
+$340M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$271M
5
State Street
State Street
Massachusetts
+$158M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$137M
3
Morgan Stanley
Morgan Stanley
New York
-$127M
4
BlackRock
BlackRock
New York
-$120M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
601
SPC Financial Inc
Maryland
$229K – – –
CAL
602
Capital Analysts LLC
Pennsylvania
$227K -$8.94K -56 -4%
SSG
603
Summit Securities Group
New York
$224K -$240K -1,500 -52%
DWM
604
Dakota Wealth Management
Florida
$224K -$158K -989 -41%
DZ Bank
605
DZ Bank
Germany
$222K -$853K -5,340 -79%
BFA
606
Bragg Financial Advisors
North Carolina
$217K +$4.48K +28 +2%
LFG
607
LifePlan Financial Group
Ohio
$215K – – –
Cetera Investment Advisers
608
Cetera Investment Advisers
Illinois
$215K +$215K +1,351 New
HT
609
Heritage Trust
Oklahoma
$214K – – –
APP
610
Avantax Planning Partners
Iowa
$214K +$13.8K +84 +7%
NFG
611
Next Financial Group
Texas
$214K +$65.9K +414 +45%
CCIA
612
Campbell & Co Investment Adviser
Maryland
$213K +$213K +1,335 New
PTC
613
Private Trust Company
Ohio
$212K +$2.72K +17 +1%
MFG
614
Magnus Financial Group
New York
$211K -$2.88K -18 -1%
ASN
615
Advisory Services Network
Georgia
$209K +$165K +1,029 +373%
LBC
616
Lowe Brockenbrough & Co
Virginia
$208K – – –
AC
617
Abbrea Capital
California
$208K +$8.8K +55 +4%
MA
618
MANA Advisors
New York
$206K +$206K +1,292 New
BSW
619
Buckingham Strategic Wealth
Missouri
$205K -$53.1K -333 -21%
VAM
620
Verity Asset Management
North Carolina
$205K +$1.6K +10 +0.8%
AW
621
Alpha Windward
Massachusetts
$204K +$38.7K +243 +23%
PCG
622
Private Capital Group
Connecticut
$202K -$89.5K -525 -31%
LJAC
623
L.J. Altfest & Co
New York
$201K -$2.08K -13 -1%
CAN
624
Cetera Advisor Networks
California
$201K +$201K +1,260 New
BAM
625
Barrett Asset Management
New York
$199K – – –
23 24
25
26 27