SPG icon

Simon Property Group
SPG

Overview Fund Activity

840 hedge funds and large institutions have $32.7B invested in Simon Property Group in 2021 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 319 increasing their positions, 259 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
840
Holders Change
+66
Holders Change %
+8.53%
% of All Funds
14.79%
Holding in Top 10
16
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.28%
New
151
Increased
319
Reduced
259
Closed
79
Calls
$868M
Puts
$1.2B
Net Calls
-$333M
Net Calls Change
+$267M

Top Buyers

1
Invesco
Invesco
Georgia
+$397M
2
Ameriprise
Ameriprise
Minnesota
+$129M
3
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$113M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$98.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$93.8M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$741M
2
Capital World Investors
Capital World Investors
California
-$426M
3
Daiwa Securities Group
Daiwa Securities Group
Japan
-$204M
4
Morgan Stanley
Morgan Stanley
New York
-$146M
5
BlackRock
BlackRock
New York
-$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
651
Arete Wealth Advisors
Illinois
$234K -$55.2K -486 -19%
RT
652
Rockland Trust
Massachusetts
$233K +$233K +2,050 New
CIBC Private Wealth Group
653
CIBC Private Wealth Group
Georgia
$232K +$232K +2,043 New
OAM
654
Optimal Asset Management
California
$230K -$75.5K -35,399 -25%
LSAG
655
Lake Street Advisors Group
New Hampshire
$230K +$230K +2,018 New
FDS
656
First Dallas Securities
Texas
$228K +$228K +2,000 New
BCI
657
Brinker Capital Investments
Pennsylvania
$228K +$228K +2,002 New
CC
658
Centiva Capital
New York
$227K +$227K +1,994 New
RPWA
659
Regent Peak Wealth Advisors
Georgia
$222K +$4.99K +44 +2%
QSS
660
Quantitative Systematic Strategies
Florida
$222K +$222K +1,951 New
EH
661
Employers Holdings
Nevada
$221K +$221K +1,940 New
UIA
662
UBP Investment Advisors
Switzerland
$220K +$220K +1,900 New
SS
663
Sunbelt Securities
Texas
$219K -$50K -440 -19%
IRC
664
Investors Research Corp
Georgia
$218K – – –
DC
665
Davenport & Co
Virginia
$218K +$218K +1,915 New
RCAG
666
Rehmann Capital Advisory Group
Michigan
$218K +$218K +1,972 New
PG
667
Patten Group
Tennessee
$217K +$217K +1,905 New
QP
668
Quilter Plc
United Kingdom
$217K +$217K +1,906 New
NB
669
NBT Bank
New York
$216K +$216K +1,900 New
FB
670
First Bancorp
Maine
$216K +$216K +1,905 New
ANRIA
671
American National Registered Investment Advisor
Texas
$214K +$214K +1,880 New
SC
672
Savant Capital
Illinois
$212K +$212K +1,865 New
Financial Engines Advisors
673
Financial Engines Advisors
California
$211K +$211K +1,850 New
IWC
674
Integrated Wealth Concepts
Massachusetts
$210K +$210K +1,844 New
MCM
675
Maryland Capital Management
Maryland
$209K -$244K -2,145 -54%
25 26
27
28 29