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Simon Property Group

915 hedge funds and large institutions have $37.2B invested in Simon Property Group in 2021 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 371 increasing their positions, 301 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 77

23% more repeat investments, than reductions

Existing positions increased: 371 | Existing positions reduced: 301

14% more funds holding in top 10

Funds holding in top 10: 2225 (+3)

1% more funds holding

Funds holding: 905915 (+10)

0.34% less ownership

Funds ownership: 87.65%87.3% (-0.34%)

0% less capital invested

Capital invested by funds: $37.4B → $37.2B (-$161M)

30% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.16B

Holders
915
Holders Change
+10
Holders Change %
+1.1%
% of All Funds
16.02%
Holding in Top 10
25
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.64%
% of All Funds
0.44%
New
98
Increased
371
Reduced
301
Closed
77
Calls
$810M
Puts
$1.16B
Net Calls
-$355M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
601
Manchester Capital Management
Vermont
$404K +$2.73K +21 +0.7%
CK
602
Cohen Klingenstein
New York
$403K
TCOV
603
Trust Company of Vermont
Vermont
$400K +$22.8K +175 +6%
E
604
Ergoteles
New York
$399K +$399K +3,069 New
EM
605
Excalibur Management
Massachusetts
$398K -$140K -1,074 -26%
GHAM
606
Gilman Hill Asset Management
Connecticut
$397K +$398K +3,055 New
SF
607
Synovus Financial
Georgia
$395K +$71.2K +547 +22%
HCMT
608
Highland Capital Management (Tennessee)
Tennessee
$394K +$394K +3,028 New
CIC
609
Carnegie Investment Counsel
Ohio
$393K
FCMT
610
Founders Capital Management (Texas)
Texas
$393K
CCG
611
Chatham Capital Group
Georgia
$390K
WCA
612
Westover Capital Advisors
Delaware
$390K
MYLI
613
Meiji Yasuda Life Insurance
Japan
$386K
LFAS
614
Level Four Advisory Services
Texas
$385K -$11.8K -91 -3%
MFW
615
Meristem Family Wealth
Minnesota
$385K +$1.3K +10 +0.3%
I
616
INVST
Indiana
$385K +$14.6K +112 +4%
BCM
617
Bluefin Capital Management
New York
$383K -$7.26M -55,750 -95%
BFS
618
Bradley Foster & Sargent
Connecticut
$377K +$378K +2,901 New
BF
619
BOK Financial
Oklahoma
$377K +$378K +2,903 New
SIM
620
Sentry Investment Management
Wisconsin
$368K -$53.9K -414 -13%
MWM
621
Mission Wealth Management
California
$368K +$1.56K +12 +0.4%
DWA
622
Dorsey Wright & Associates
California
$363K +$363K +2,792 New
TPCW
623
TD Private Client Wealth
New York
$361K +$4.29K +33 +1%
CGL
624
Clarius Group LLC
Washington
$360K +$16.1K +124 +5%
LI
625
Lafayette Investments
Maryland
$357K

SPG Hedge Fund Activity: Q3 2021 in Review

915 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Simon Property Group (SPG) for Q3 2021, worth a combined $37.2B — down 0.43% from $37.4B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new SPG positions and 77 closed out — a net gain of 21 holders — while 371 added to existing stakes and 301 trimmed.

The largest buyer was Cohen & Steers, adding an estimated $162M. The largest seller was PGGM Investments, cutting an estimated $177M.

  • 915 institutional investors held Simon Property Group (SPG) as of Q3 2021, up from 905 in Q2 2021.
  • Funds reported $37.2B of Simon Property Group stock for Q3 2021, down 0.43% quarter-over-quarter.
  • 98 funds opened new Simon Property Group positions in Q3 2021 and 77 closed out, a net change of +21 holders.
  • The largest Simon Property Group buyer in Q3 2021 was Cohen & Steers, an estimated $162M added.
  • The largest Simon Property Group seller in Q3 2021 was PGGM Investments, an estimated $177M sold.

Based on aggregated 13F filings for Q3 2021.