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Simon Property Group
SPG

Overview Fund Activity

690 hedge funds and large institutions have $45.8B invested in Simon Property Group in 2018 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 229 increasing their positions, 273 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
690
Holders Change
–
Holders Change %
0%
% of All Funds
15.84%
Holding in Top 10
34
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-10.53%
% of All Funds
0.78%
New
83
Increased
229
Reduced
273
Closed
79
Calls
$256M
Puts
$332M
Net Calls
-$75.5M
Net Calls Change
+$172M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$868M
2
EVM
Eaton Vance Management
Massachusetts
$383M
3
BlackRock
BlackRock
New York
$4.67B
4
Deutsche Bank
Deutsche Bank
Germany
$540M
5
Barclays
Barclays
United Kingdom
$231M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
$0
2
Cohen & Steers
Cohen & Steers
New York
$1.14B
3
Bank of New York Mellon
Bank of New York Mellon
New York
$563M
4
Vanguard Group
Vanguard Group
Pennsylvania
$6.69B
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$602M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFO
676
Pathstone Family Office
New Jersey
$6K +$6K +36 New
TWA
677
TCI Wealth Advisors
Arizona
$5K -$2.21K -15 -31%
TJHA
678
Thomas J. Herzfeld Advisors
Florida
$5K – – –
JA
679
JOYN Advisors
Georgia
$5K +$5K +34 New
Nomura Holdings
680
Nomura Holdings
Japan
$4K +$678 +4,386 +20%
JFA
681
JNBA Financial Advisors
Minnesota
$4K -$13.7K -79 -77%
OFW
682
Omnia Family Wealth
Florida
$4K – – –
TFA
683
Transamerica Financial Advisors
Florida
$3K -$1.4K -7 -32%
CHP
684
Cable Hill Partners
Oregon
$3K – – –
MSFP
685
Mark Sheptoff Financial Planning
Connecticut
$2K – – –
BFEC
686
Benjamin F. Edwards & Company
Missouri
$2K – – –
TL
687
TrueWealth LLC
Georgia
$2K -$3K – –
GBBWRPM
688
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K +$2K +10 New
OSAM
689
O'Shaughnessy Asset Management
Connecticut
$2K +$2K +11 New
SFM
690
Signet Financial Management
New Jersey
$2K +$2K +14 New
RA
691
Rational Advisors
New York
$2K +$2K +14 New
GWS
692
Glassman Wealth Services
Virginia
$1K -$3.4K -17 -77%
VCM
693
Versant Capital Management
Arizona
$1K – – –
DBT
694
Dubuque Bank & Trust
Iowa
$1K +$1K +6 New
BC
695
Brookfield Corp
Ontario, Canada
– -$591M -3,443,805 Closed
ZP
696
Zimmer Partners
New York
– -$32.7M -190,300 Closed
VCM
697
V3 Capital Management
Texas
– -$11.9M -69,100 Closed
QIM
698
Quantitative Investment Management
Virginia
– -$7.52M -43,800 Closed
CA
699
Cortland Advisers
Delaware
– -$5.17M -30,081 Closed
OTPPB
700
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$3.41M -19,865 Closed
26 27
28
29 30