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Simon Property Group

733 hedge funds and large institutions have $53.2B invested in Simon Property Group in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 250 increasing their positions, 292 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
733
Holders Change
+21
Holders Change %
+2.95%
% of All Funds
16.78%
Holding in Top 10
35
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-5.41%
% of All Funds
0.8%
New
67
Increased
250
Reduced
292
Closed
41
Calls
$255M
Puts
$407M
Net Calls
-$153M
Net Calls Change
-$90.1M
Name Holding Trade Value Shares
Change
Shares
Change %
LWS
651
Lucia Wealth Services
California
$54K +$14.6K +82 +37%
SF
652
Synovus Financial
Georgia
$54K +$18.9K +108 +54%
WSTAM
653
Wilbanks Smith & Thomas Asset Management
Virginia
$52K +$52K +293 New
WAM
654
Watermark Asset Management
California
$51K
FHA
655
Flagship Harbor Advisors
Massachusetts
$50K +$176 +1 +0.4%
RWA
656
River Wealth Advisors
Pennsylvania
$49K
SWA
657
Sutton Wealth Advisors
Florida
$48.4K
MCM
658
Monument Capital Management
Virginia
$44K +$44K +250 New
BAMCO Inc
659
BAMCO Inc
New York
$43K
SWM
660
SeaCrest Wealth Management
New York
$41K -$24.7K -139 -38%
HCM
661
Highlander Capital Management
New Jersey
$41K
FC
662
Ferris Capital
Massachusetts
$40K -$5.61K -32 -12%
Carson Wealth (CWM LLC)
663
Carson Wealth (CWM LLC)
Nebraska
$36K -$15.7K -88 -30%
GI
664
Gradient Investments
Minnesota
$36K -$14.3K -81 -28%
OSNBOA
665
Old Second National Bank of Aurora
Illinois
$36K
CCM
666
Covington Capital Management
California
$36K -$35K
LFA
667
Legacy Financial Advisors
Kentucky
$35K -$4.83K -28 -12%
AWM
668
AllSquare Wealth Management
New York
$35K
HFM
669
Harvest Fund Management
China
$35K
TNBTD
670
Trustmark National Bank Trust Department
Mississippi
$35K +$35K +199 New
LA
671
Legacy Advisors
Pennsylvania
$35K +$35K +200 New
BWM
672
BerganKDV Wealth Management
Minnesota
$30K -$4.21K -24 -12%
FPFS
673
First Personal Financial Services
North Carolina
$29K +$7.12K +40 +33%
PFBT
674
Parkside Financial Bank & Trust
Missouri
$28K -$2.61K -15 -9%
AssetMark Inc
675
AssetMark Inc
California
$28K +$357 +2 +1%