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Simon Property Group
SPG

Overview Fund Activity

769 hedge funds and large institutions have $48.1B invested in Simon Property Group in 2019 Q2 according to their latest regulatory filings, with 71 funds opening new positions, 294 increasing their positions, 295 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
769
Holders Change
-34
Holders Change %
-4.23%
% of All Funds
16.73%
Holding in Top 10
23
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-25.81%
% of All Funds
0.5%
New
71
Increased
294
Reduced
295
Closed
94
Calls
$142M
Puts
$601M
Net Calls
-$459M
Net Calls Change
-$71.2M

Top Buyers

1
AAMU
Amundi Asset Management US
Massachusetts
+$379M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$367M
3
Capital World Investors
Capital World Investors
California
+$340M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$271M
5
State Street
State Street
Massachusetts
+$158M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$224M
2
CIMLRA
CBRE Investment Management Listed Real Assets
Pennsylvania
-$137M
3
Morgan Stanley
Morgan Stanley
New York
-$127M
4
BlackRock
BlackRock
New York
-$120M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$109M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
676
First Personal Financial Services
North Carolina
$60K +$15.7K +98 +35%
OIA
677
OneDigital Investment Advisors
Kansas
$58K – – –
SCM
678
Silvant Capital Management
Georgia
$57K – – –
SIM
679
Sentry Investment Management
Wisconsin
$56K – – –
ZB
680
Zions Bancorporation
Utah
$55K -$10.3K -65 -16%
TFS
681
TrustCore Financial Services
Tennessee
$53K -$59K – –
SFSIG
682
San Francisco Sentry Investment Group
California
$52K -$96.9K -600 -65%
BCWM
683
Bartlett & Co Wealth Management
Ohio
$49K – – –
BC
684
Bartlett & Co
Ohio
$49K – – –
RCAG
685
Rehmann Capital Advisory Group
Michigan
$47.7K -$4.32K -27 -8%
MC
686
Muzinich & Co
New York
$47K -$28.6K -180 -38%
MRCM
687
M&R Capital Management
New Jersey
$47K – – –
QCG
688
Quadrant Capital Group
Ohio
$45K -$36.1K -261 -45%
SWA
689
Sutton Wealth Advisors
Florida
$43.8K -$639 -4 -1%
CFD
690
Creative Financial Designs
Indiana
$43K +$16.1K +97 +60%
EI
691
Ellevest Inc
New York
$42K +$42K +261 New
LC
692
Lindbrook Capital
California
$40K +$6.75K +43 +20%
EAM
693
Erste Asset Management
Austria
$39K – – –
HCM
694
Highlander Capital Management
New Jersey
$37K – – –
CFN
695
Cordasco Financial Network
Florida
$36K – – –
GT
696
Glenmede Trust
Pennsylvania
$35.3K -$16.9K -105,741 -32%
OSNBOA
697
Old Second National Bank of Aurora
Illinois
$32K – – –
LA
698
Legacy Advisors
Pennsylvania
$32K – – –
WCG
699
Weaver Consulting Group
California
$32K +$32K +200 New
CFGS
700
Concourse Financial Group Securities
Alabama
$31K -$2.11K -13 -6%
26 27
28
29 30