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Simon Property Group
SPG

Overview Fund Activity

695 hedge funds and large institutions have $67.6B invested in Simon Property Group in 2016 Q2 according to their latest regulatory filings, with 67 funds opening new positions, 272 increasing their positions, 218 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
695
Holders Change
+25
Holders Change %
+3.73%
% of All Funds
18.57%
Holding in Top 10
46
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.13%
% of All Funds
1.23%
New
67
Increased
272
Reduced
218
Closed
34
Calls
$221M
Puts
$347M
Net Calls
-$126M
Net Calls Change
-$32.9M

Top Buyers

1
Cohen & Steers
1
Cohen & Steers
New York
$4.47B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$1.13B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.95B
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$9.42B
5
Macquarie Group
5
Macquarie Group
Australia
$268M

Top Sellers

1
Royal London Asset Management
1
Royal London Asset Management
United Kingdom
$22.8M
2
Invesco
2
Invesco
Georgia
$2.18B
3
CIMLRA
3
CBRE Investment Management Listed Real Assets
Pennsylvania
$1.24B
4
BC
4
Brookfield Corp
Ontario, Canada
$401M
5
TCIM
5
TIAA CREF Investment Management
New York
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
VCM
676
Vigilant Capital Management
Maine
$13K +$13K +60 New
AC
677
Alexandria Capital
Virginia
$12K – – –
FNBSF
678
First National Bank Sioux Falls
South Dakota
$12K – – –
TWA
679
TCI Wealth Advisors
Arizona
$11K – – –
CGT
680
Capital Guardian Trust
California
$11K – – –
JIR
681
James Investment Research
Ohio
$11K +$11K +51 New
PCM
682
Penserra Capital Management
California
$10K +$3.33K +16 +50%
AIM
683
Advantage Investment Management
Iowa
$9K – – –
BBHC
684
Brown Brothers Harriman & Co
New York
$9K +$8.78K +39 +3,900%
TCM
685
Tradewinds Capital Management
Washington
$5K – – –
RWG
686
Regal Wealth Group
California
$5K +$5K +22 New
BL
687
Balentine LLC
Georgia
$4K +$4K +17 New
MSFP
688
Mark Sheptoff Financial Planning
Connecticut
$3K – – –
OFS
689
Orrstown Financial Services
Pennsylvania
$2K – – –
HR
690
Howe & Rusling
New York
$2K – – –
CIM
691
Contravisory Investment Management
Massachusetts
$2K – – –
TRCT
692
Tower Research Capital (TRC)
New York
$2K +$2K +11 New
CA
693
Commerzbank Aktiengesellschaft
Germany
$1.5K -$583 -2,687 -28%
MA
694
MCF Advisors
Kentucky
$1K – – –
Carson Wealth (CWM LLC)
695
Carson Wealth (CWM LLC)
Nebraska
$1K +$1K +3 New
MPWT
696
MassMutual Private Wealth & Trust
Connecticut
$651 +$651 +3 New
Renaissance Technologies
697
Renaissance Technologies
New York
– -$52.6M -253,400 Closed
Millennium Management
698
Millennium Management
New York
– -$36.7M -176,642 Closed
LBIM
699
Land & Buildings Investment Management
Connecticut
– -$13.3M -64,113 Closed
SFM
700
Soros Fund Management
New York
– -$10.1M -48,797 Closed
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