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Simon Property Group
SPG

Overview Fund Activity

898 hedge funds and large institutions have $37.3B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 335 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+58
Holders Change %
+6.9%
% of All Funds
15.68%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.38%
New
131
Increased
335
Reduced
286
Closed
65
Calls
$684M
Puts
$1.05B
Net Calls
-$367M
Net Calls Change
-$34.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
Cohen & Steers
Cohen & Steers
New York
+$158M
3
Ameriprise
Ameriprise
Minnesota
+$141M
4
Parnassus Investments
Parnassus Investments
California
+$119M
5
CIM
Centersquare Investment Management
Pennsylvania
+$86.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$125M
5
Capital World Investors
Capital World Investors
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFW
601
Meristem Family Wealth
Minnesota
$385K +$385K +2,950 New
LWAC
602
Laurel Wealth Advisors (California)
California
$384K +$101K +777 +36%
KPW
603
Kore Private Wealth
New York
$383K -$28.7K -220 -7%
TCOV
604
Trust Company of Vermont
Vermont
$379K – – –
Impax Asset Management Group
605
Impax Asset Management Group
United Kingdom
$378K – – –
Walleye Trading
606
Walleye Trading
New York
$377K +$377K +2,889 New
IB
607
Intrust Bank
Kansas
$372K -$15.4K -118 -4%
NFSG
608
Newbridge Financial Services Group
Florida
$371K +$5.48K +42 +1%
IA
609
IFG Advisory
Georgia
$370K -$21.4K -164 -5%
MWM
610
Mission Wealth Management
California
$368K +$55.6K +426 +18%
LI
611
Lafayette Investments
Maryland
$359K +$359K +2,750 New
TPCW
612
TD Private Client Wealth
New York
$359K +$29.1K +223 +9%
I
613
INVST
Indiana
$355K +$71.6K +575 +25%
FSA
614
Financial Sense Advisors
California
$353K -$3.34M -25,573 -90%
JSC
615
Jackson Square Capital
California
$352K +$74.5K +571 +27%
RG
616
Renaissance Group
Kentucky
$350K -$87.4K -671 -20%
CAM
617
Carret Asset Management
New York
$350K +$350K +2,680 New
RB
618
Rodgers Brothers
Pennsylvania
$346K -$362K -2,775 -51%
CGL
619
Clarius Group LLC
Washington
$345K +$7.3K +56 +2%
MSWMA
620
Market Street Wealth Management Advisors
Indiana
$343K – – –
CIP
621
Convergence Investment Partners
Florida
$343K +$343K +2,632 New
XT
622
XTX Topco
Cayman Islands
$341K +$341K +2,611 New
CAN
623
Cetera Advisor Networks
California
$333K +$46.6K +357 +16%
SF
624
Synovus Financial
Georgia
$328K +$328K +2,497 New
KTC
625
Kistler-Tiffany Companies
Pennsylvania
$327K +$14.4K +110 +5%
23 24
25
26 27