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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
1832 Asset Management
651
1832 Asset Management
Ontario, Canada
$310K +$300K +2,303 New
NIM
652
NuWave Investment Management
New Jersey
$307K +$223K +1,715 +265%
SWA
653
Stratos Wealth Advisors
Ohio
$305K +$390 +3 +0.1%
OPS
654
Orion Portfolio Solutions
Nebraska
$304K +$29.8K +229 +11%
NEIRG
655
New England Investment & Retirement Group
Massachusetts
$304K +$304K +2,335 New
QT
656
Quantamental Technologies
New York
$304K +$305K +2,340 New
CCA
657
Checchi Capital Advisers
California
$303K +$14.2K +109 +5%
NCM
658
Novare Capital Management
North Carolina
$302K -$1.04K -8 -0.3%
GWCM
659
Godshalk Welsh Capital Management
Pennsylvania
$302K +$19.5K +150 +7%
PCP
660
Proficio Capital Partners
Massachusetts
$299K -$23K -177 -7%
SC
661
Savant Capital
Illinois
$298K +$56K +430 +23%
VC
662
Vicus Capital
Pennsylvania
$297K -$27.9K -214 -9%
GSEP
663
Golden State Equity Partners
California
$296K -$619K -4,755 -68%
NP
664
Ninepoint Partners
Ontario, Canada
$293K +$293K +2,255 New
UB
665
UMB Bank
Missouri
$289K -$2.73K -21 -0.9%
FDS
666
First Dallas Securities
Texas
$286K
GWM
667
Geneos Wealth Management
Colorado
$286K +$521 +4 +0.2%
PMA
668
Prudent Man Advisors
Illinois
$286K +$286K +2,199 New
SC
669
Schulhoff & Co
Ohio
$285K
RT
670
Rockland Trust
Massachusetts
$285K +$2.08K +16 +0.7%
EW
671
Evoke Wealth
California
$283K
BCI
672
Brinker Capital Investments
Pennsylvania
$282K
IRC
673
Investors Research Corp
Georgia
$281K +$32.5K +250 +13%
Brown Advisory
674
Brown Advisory
Maryland
$280K -$39.8K -306 -12%
SDH
675
Sloy Dahl & Holst
Washington
$278K

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.