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Simon Property Group
SPG

Overview Fund Activity

783 hedge funds and large institutions have $49.9B invested in Simon Property Group in 2018 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 288 increasing their positions, 267 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
783
Holders Change
+50
Holders Change %
+6.82%
% of All Funds
17.47%
Holding in Top 10
31
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-11.43%
% of All Funds
0.69%
New
115
Increased
288
Reduced
267
Closed
60
Calls
$157M
Puts
$332M
Net Calls
-$175M
Net Calls Change
-$22.2M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$717M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M
3
Swedbank
Swedbank
Sweden
+$160M
4
BlackRock
BlackRock
New York
+$128M
5
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
+$90.7M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
-$791M
2
BC
Brookfield Corp
Ontario, Canada
-$226M
3
Morgan Stanley
Morgan Stanley
New York
-$215M
4
Principal Financial Group
Principal Financial Group
Iowa
-$190M
5
Daiwa Securities Group
Daiwa Securities Group
Japan
-$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
676
OneDigital Investment Advisors
Kansas
$61K -$672 -4 -1%
PCP
677
Proficio Capital Partners
Massachusetts
$60K +$42.8K +253 +248%
SCM
678
Silvant Capital Management
Georgia
$59K – – –
RCAG
679
Rehmann Capital Advisory Group
Michigan
$58.4K -$14.5K -86 -20%
CFD
680
Creative Financial Designs
Indiana
$58K -$5.23K -31 -8%
Carson Wealth (CWM LLC)
681
Carson Wealth (CWM LLC)
Nebraska
$56K +$22.2K +133 +66%
SF
682
Synovus Financial
Georgia
$55K +$2.88K +17 +6%
BC
683
Bartlett & Co
Ohio
$52K – – –
BCWM
684
Bartlett & Co Wealth Management
Ohio
$51.6K – – –
MWNA
685
Marshall Wace North America
New York
$51K +$51K +304 New
MRCM
686
M&R Capital Management
New Jersey
$50K -$1.83K -11 -4%
QCG
687
Quadrant Capital Group
Ohio
$49K -$8.78K -57 -15%
GI
688
Gradient Investments
Minnesota
$49K +$14.6K +87 +43%
WAM
689
Watermark Asset Management
California
$48K – – –
RWA
690
River Wealth Advisors
Pennsylvania
$47K – – –
W
691
WealthOne
New York
$47K +$47K +280 New
SWA
692
Sutton Wealth Advisors
Florida
$46K – – –
PAMU
693
Pictet Asset Management (UK)
United Kingdom
$43.6K +$8.74K +52,000 +25%
EAM
694
Erste Asset Management
Austria
$41K +$41K +244 New
FTI
695
Fiduciary Trust International
Massachusetts
$40K +$40K +236 New
HCM
696
Highlander Capital Management
New Jersey
$39K – – –
CFN
697
Cordasco Financial Network
Florida
$38K -$54.9K -325 -59%
SWM
698
SeaCrest Wealth Management
New York
$38K -$500 -3 -1%
FPFS
699
First Personal Financial Services
North Carolina
$38K +$10.3K +61 +37%
GT
700
Glenmede Trust
Pennsylvania
$37.1K +$4.21K +25,068 +13%
26 27
28
29 30