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Simon Property Group
SPG

Overview Fund Activity

898 hedge funds and large institutions have $37.3B invested in Simon Property Group in 2021 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 335 increasing their positions, 286 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
898
Holders Change
+58
Holders Change %
+6.9%
% of All Funds
15.68%
Holding in Top 10
22
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+37.5%
% of All Funds
0.38%
New
131
Increased
335
Reduced
286
Closed
65
Calls
$684M
Puts
$1.05B
Net Calls
-$367M
Net Calls Change
-$34.7M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$208M
2
Cohen & Steers
Cohen & Steers
New York
+$158M
3
Ameriprise
Ameriprise
Minnesota
+$141M
4
Parnassus Investments
Parnassus Investments
California
+$119M
5
CIM
Centersquare Investment Management
Pennsylvania
+$86.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$339M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$170M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$129M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$125M
5
Capital World Investors
Capital World Investors
California
-$114M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
676
KMG Fiduciary Partners
Ohio
$255K +$255K +1,952 New
CCM
677
Coldstream Capital Management
Washington
$252K +$252K +1,934 New
SG
678
Stonnington Group
California
$250K -$125K -1,000 -33%
UIA
679
UBP Investment Advisors
Switzerland
$250K – – –
IRC
680
Investors Research Corp
Georgia
$250K – – –
PG
681
Patten Group
Tennessee
$249K – – –
PWM
682
PRW Wealth Management
Massachusetts
$249K +$249K +1,905 New
NB
683
NBT Bank
New York
$248K – – –
NA
684
NewEdge Advisors
Louisiana
$246K +$246K +1,883 New
RPWA
685
Regent Peak Wealth Advisors
Georgia
$245K -$2.79K -22 -1%
ANRIA
686
American National Registered Investment Advisor
Texas
$245K – – –
WPW
687
Warther Private Wealth
Ohio
$244K +$244K +1,856 New
IAIM
688
International Assets Investment Management
Florida
$243K -$324K -2,482 -57%
SC
689
Savant Capital
Illinois
$243K -$392 -3 -0.2%
HIS
690
Harvest Investment Services
Illinois
$242K -$148K -1,137 -38%
SAM
691
Secure Asset Management
Michigan
$242K +$242K +1,855 New
TPA
692
Trivium Point Advisory
Connecticut
$240K +$3.66K +28 +2%
GC
693
GFG Capital
Florida
$239K -$50.6K -388 -17%
SS
694
Sunbelt Securities
Texas
$238K -$1.37K -11 -0.6%
BWA
695
BDO Wealth Advisors
Florida
$237K – – –
SWM
696
Spire Wealth Management
Virginia
$234K -$108K -830 -32%
CW
697
CreativeOne Wealth
Kansas
$233K +$233K +1,786 New
PAG
698
Private Advisory Group
Washington
$229K +$229K +1,752 New
SS
699
Simplicity Solutions
Minnesota
$229K +$229K +1,757 New
CWM
700
Cabot Wealth Management
Massachusetts
$228K +$228K +1,745 New
26 27
28
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