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Simon Property Group
SPG

Overview Fund Activity

708 hedge funds and large institutions have $53.3B invested in Simon Property Group in 2016 Q4 according to their latest regulatory filings, with 97 funds opening new positions, 238 increasing their positions, 264 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
708
Holders Change
+10
Holders Change %
+1.43%
% of All Funds
17.73%
Holding in Top 10
43
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+4.88%
% of All Funds
1.08%
New
97
Increased
238
Reduced
264
Closed
75
Calls
$173M
Puts
$368M
Net Calls
-$195M
Net Calls Change
-$26.1M

Top Buyers

1
Renaissance Technologies
Renaissance Technologies
New York
$110M
2
AIM
abrdn Investment Management
United Kingdom
$304M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
$164M
4
BC
Brookfield Corp
Ontario, Canada
$402M
5
Morgan Stanley
Morgan Stanley
New York
$1.64B

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$3.06B
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$1.14B
3
PI
PGGM Investments
Netherlands
$468M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$1.55B
5
MTB
Mizuho Trust & Banking
Japan
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WTB
626
Washington Trust Bank
Washington
$78K -$2.68K -15 -3%
MBT
627
Montecito Bank & Trust
California
$78K +$78K +438 New
HCM
628
Herndon Capital Management
Georgia
$74K -$5.16K -29 -7%
ST
629
Smithfield Trust
Pennsylvania
$74K – – –
PA
630
Parallel Advisors
California
$74K +$74K +418 New
FMP
631
Financial Management Professionals
Texas
$73K – – –
SBL
632
Sargent Bickham Lagudis
Colorado
$72K -$126K -712 -64%
WB
633
Webster Bank
Connecticut
$68K +$68K +384 New
OSNBOA
634
Old Second National Bank of Aurora
Illinois
$66K – – –
TF
635
Tompkins Financial
New York
$65K – – –
NSB
636
Norway Savings Bank
Maine
$64K +$64K +365 New
SNT
637
Security National Trust
West Virginia
$60K -$10.4K -59 -15%
JFGIW
638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$60K – – –
EWM
639
Evercore Wealth Management
New York
$57K -$20.3K -114 -26%
AIM
640
Advantage Investment Management
Iowa
$57K +$30.4K +171 +114%
BC
641
Bartlett & Co
Ohio
$55K – – –
MIC
642
MU Investments Company
Japan
$53K -$8.83K -50 -14%
MRCM
643
M&R Capital Management
New Jersey
$53K – – –
ZB
644
Zions Bancorporation
Utah
$50K -$20.5K -115 -29%
SWA
645
Sutton Wealth Advisors
Florida
$46.9K -$533 -3 -1%
TJHA
646
Thomas J. Herzfeld Advisors
Florida
$45K – – –
HCM
647
Highlander Capital Management
New Jersey
$41K -$29.4K -165 -42%
CFA
648
Camarda Financial Advisors
Florida
$41K – – –
GAM
649
Gemmer Asset Management
California
$40K +$19.6K +109 +96%
CFA
650
Carroll Financial Associates
North Carolina
$37K – – –
24 25
26
27 28